Candidates Tab

• Requested - All candidates that the client organization requested be added for a position. Adding candidates in this method allows you to add the worker by clicking . For more information about requesting candidates with this method, see Request Candidate Not Shown.
  Note: Candidates only appear and are actionable on this sub tab if a client organization is configured for Payroll request/engagements.
• MSP Reviewing - Only displays if the client organization requires candidates to be reviewed and approved by an MSP. You can apply the 'MSP Pass' action to bulk candidates.
• Reviewing - All candidates ('Pending' or 'New') that are submitted by suppliers, MSPs, or DirectSource PRO candidates.
  Note: Adding or requesting a worker to a Staffing request with Payroll requests/engagements disabled for a client organization adds the candidate to the Reviewing sub tab.

  Note: Payrollee candidates are added to this tab once they added from the Requested sub tab.
• Interviewing - All candidates that are invited to interview. For more information about interviews, see Candidate Interviews. If a request is closed, then all pending interviews are automatically cancelled.
• Rejected/Withdrawn - All candidates that are rejected by the MSP or the supplier. You can reverse a rejected candidate by clicking Undo Rejection. The action adds the candidate to the Reviewing tab. If the request is closed, then all unassigned candidates are set to 'Not Assigned' and added to this sub tab.

To access each tab, click the sub tab button.

Each action is a separate action displayed in the menu after clicking .

To add a worker, select Add Worker. In the pop-up, you can use following methods:

• Search for the worker - Add the worker's name or email to search, and press Return/Enter. From the search results, click .
• Add Worker - Click and provide the information described in theWorkers Page.
  Note: This method adds a worker to a supplier organization, not the client organization.

To request a worker for a request, see Request Candidate Not Shown.

If a client organization has enabled a Glider integration (test assessments for candidates), then you can configure the MSP Pass action to allow a candidate to move to client manager review while the candidate completes the assessment (Glider MSP Pass=true). This setting is enabled at the client organization level in the configuration. For more information about this setting, see Client Settings.

Accessed from the worker's candidate details (bottom menu actions on page).

For nor information about this page, see Profile.

• Assign - Assigns a candidate to the request, converting it to an engagement.
• Cancel Interview - Cancels the scheduled interview with the candidate. If you cancel the interview, you are prompted to add a justification.
• Confirm Interview - If a supplier sets up an interview, click to confirm the interview. The interview notification is not sent until the interview is confirmed.
• Reject - Reject the candidate.
• Request Interview - Opens the interview pop up to configure an interview with the candidate. For more information about setting up interviews, see Request an Interview with a Candidate.
• Withdraw - Withdraw the candidate.

Accessed from the worker's candidate details (bottom menu actions on page). You can also perform this action on the Candidates tab view.

Accessed from the worker's candidate details (bottom menu actions on page).

Rejects the submitted candidate. After you take this action, you can view the candidate on the Rejected/Withdrawn sub tab as well as the rejection reason.

Accessed from the worker's candidate details (bottom menu actions on page).

Withdraws the submitted candidate from the request. If you take this action, you must select the withdraw reason from a preconfigured list of reasons.

After you take this action, the candidate and the withdrawal reason can be viewed on the Withdrawn sub tab.

Accessed from the worker's candidate details (bottom menu actions on page).

Assigns the candidate to a position on the request. If you take this action, configure the start and end dates for the worker. Both the Requisition Start Date and the Estimated End Date are required fields.

You can also click the calendar icon to open a calendar pop up that allows you to select the date.

After you configure the dates, click . After you take this action, the worker is moved to the Assigned sub tab.

Accessed from the worker's candidate details (bottom menu actions on page).

Allows you to access the Interview Scheduling functionality. For more information about this functionality, see Set Up a Candidate Interview.