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My Network - Comprehensive Candidate Management

The My Network page is your centralized hub for managing candidate relationships and tracking their journey within your staffing platform.

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Written by Megha Sharma
Updated over 11 months ago

πŸš€ Why This Page Is Important

  • Efficient Tracking: Monitor the progress of candidates from invite to employment.

  • Streamlined Communication: Quickly resend invites or follow up with candidates.

  • Enhanced Organisation: Sort and filter candidates across multiple tabs for better management.

  • Clear Status Updates: Instantly identify where each candidate stands in their journey.


πŸ“Œ How It Helps

  • πŸ“¨ Invite and Track: Manage candidate invites and monitor who has signed up.

  • βœ… Manage Sign-Ups: Track candidates who are in the sign-up process and provide support.

  • πŸ“‹ Ensure Compliance: Monitor candidates submitted for Quality Control (QC).

  • πŸ’Ό Ready for Employment: Easily identify candidates ready for immediate placement.

  • πŸš€ Monitor Employment: Keep an active record of employed candidates.


πŸ“Š Tabs on My Network Page

πŸ”΅ Invites Sent Tab

  • This tab displays all candidates you have invited but have not yet signed up.

  • πŸ“ Columns: First Name, Last Name, Email, Mobile, Job, Invite Date, Status, Actions.

  • 🌐 Status: Shows whether the invite is clicked, or not yet accessed(Never signed up).

  • πŸ”§ Actions: Resend Invite/Buzz (πŸ”„), Delete (πŸ—‘οΈ).


🟑 Sign-Ups in Progress Tab

  • Candidates who have started the sign-up process but not completed it appear here.

  • πŸ“ Columns: First Name, Last Name, Email, Mobile, Last Activity, Status, Actions.

  • ⚑️ Status Examples: Pending Mobile Verification, Pending Email Verification.

  • πŸ”” Actions: Send Reminder (πŸ””), Add Notes/Tasks.


βœ… Sign-Ups Complete Tab

  • Candidates who have completed the sign-up process are listed here.

  • πŸ“ Columns: First Name, Last Name, Email, Mobile, Last Activity, Status, Actions.


πŸ“‘ Submitted for QC Tab

  • Candidates who have been submitted for Quality Control checks.

  • πŸ“ Columns: First Name, Last Name, Email, Mobile, Last Activity, Status, Actions.


πŸ’Ό Employment-Ready Tab

  • Lists candidates who have been cleared and are ready for employment.

  • πŸ“ Columns: First Name, Last Name, Email, Mobile, Last Activity, Status, Actions.


🌟 Employed Tab

  • Displays candidates who are currently employed through your platform.

  • πŸ“ Columns: First Name, Last Name, Email, Mobile, Job, Status, Actions.


βž• Adding New Candidates

  • Click "Add New" to invite a new candidate.

  • Fill in First Name, Last Name, Email, Mobile, and click "Send".

  • πŸ’‘ Quick Tip: Personalize the invite message for a better response rate.


πŸ”Ž Sorting and Filtering

  • Use the "Sort By" option to organize candidates by Name, Status, or Date.

  • The Search Bar helps find specific candidates by name or email.

  • πŸ’‘ Quick Tip: Regularly use the sort option to keep your list updated and organized.


⚑️ Common Actions and Statuses

  • Resend Invite (πŸ”„): For candidates who haven't responded.

  • Delete (πŸ—‘οΈ): Remove outdated invites.

  • Send Reminder (πŸ””): Prompt candidates stuck in the sign-up process.

  • Status Updates: Pending, Signed Up, QC Passed, Ready for Employment, Employed.


πŸ’‘Quick Tips

  • βœ… Follow Up Regularly: Regularly review the Invites Sent tab to identify and follow up with unresponsive candidates.

  • πŸš€ Encourage Completion: For candidates stuck in the Sign-Ups in Progress tab, send them a gentle reminder.

  • πŸ“Œ Monitor QC Candidates: Regularly check the Submitted for QC tab to ensure candidates move forward quickly.

  • πŸ’Ό Prioritize Employment-Ready: Focus on the Employment-Ready tab for quick placements.

  • πŸ“Š Keep Data Clean: Regularly clean up the Invites Sent and Sign-Ups Complete tabs for better organization.

  • 🌐 Personalize Invitations: Use a personalized message in invites for a higher response rate.

  • πŸ” Utilize Search and Filters: Quickly find specific candidates using the search bar and sorting options.

  • πŸ“ˆ Track Performance: Monitor the number of candidates moving from one tab to another to optimize your process.


πŸ”– Points to Remember

  1. πŸ“§ Always use the "Resend Invite" option for unresponsive candidates.

  2. πŸ“± Regularly monitor the Sign-Ups in Progress tab to support candidates completing their profile.

  3. βœ… Ensure all candidates in the Submitted for QC tab are reviewed promptly.

  4. πŸ’Ό Prioritize candidates in the Employment-Ready tab for faster placements.

  5. πŸ” Use Search and Sort for quick access to specific candidates.

  6. πŸ“Š Maintain your candidate database by regularly cleaning up outdated invites.

  7. πŸ’‘ Encourage candidates who show interest to complete the sign-up process.

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