Overview
Third-party referrals refer to contacts outside your organization, such as recruiters, who are involved in the recruitment process and require access to vacancies to refer candidates. The candidate would then take ownership of their account. The following article only applies to ATS Plus users.
- Third-party
- A third party is an individual who is not part of your company but supplies candidate applications for specific vacancies you give them access to. These could be other companies or recruitment agencies you use to find suitable candidates.
Creating a Third-party Referrer
The process of creating a Third-party referrer is shown below:
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STEP 1 of 3
From the ATS, select the Contacts menu item and then select + Create Contact -
STEP 2 of 3
In the dialog box that opens, add the details of the Third-party referrer. Not all fields are mandatory but the mandatory ones are identified with an asterisk (*).
Once the details are completed, click Save. -
STEP 3 of 3
Once saved, you will see the newly created Third-party referrer in the list of Contacts.
The company the referrer will be linked to must be created beforehand.
Assigning a Third-party referrer to a vacancy
Once the Third-party referrer has been created, they will need to be assigned to the vacancy for which they will be submitting candidate profiles. To do this, you will need to follow these steps:
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STEP 1 of 4
From the ATS, select the Vacancies menu item and then select specific vacancy they will submit candidate applications for. -
STEP 2 of 4
From the Vacancy page, select the Third Party Sources tab and then select + Invite Contact. -
STEP 3 of 4
In the dialog box that opens, add the details of the Third-party referrer and any note to be shared with them. Once completed, click Save. -
STEP 4 of 4
Once saved, you will see the newly added Third-party referrer in the list.
The newly assigned Third-party referrer will receive an email notification that they can now submit candidate applications for the specified vacancy with a link to the ATS:
The third-party referrer will receive an email template called (AUTO) THIRD_PARTY_INVITATIONS. To edit the text of this email template go to Setup > Email templates. Placeholders (content within the curly brackets) must not be edited as this will be automatically replaced by the data included in the ATS.