Matching Candidates

Overview

'Matching Candidates' refers to the process of finding profiles of candidates attached already in different requirement and attach them to another requirement (especially new one) . You can use this feature in cases like, for instance: when candidates attached in an earlier requirements are being dropped and you find them matching for a new requirement or whatever reason.

To use this feature click on the Matching Candidates command on the left of Workbench panel to invoke the form which provides a Wizard based interface with step by step guide.

1. In the first step of Wizard, click on Load Client button to load the clients stored in Client Manager. See the figure here

2. Select one or more clients by clicking on checkbox before Client name column in the grid and click on Next button. See the figure here

3. Filter the requirements to be loaded by choosing the status options i.e. Planned, In-Process, Closed or Cancelled. Optionally you can also select the specific function or the sub-function associated to a requirement. And then click on Load Requirements button to load all the requirements created for a clients selected in the step 2. See the figure here

4. Once the filtered requirements are loaded, select one or more requirements by clicking on checkbox before client name column in the grid and click on Next Button. See the figure here

5. In step 5, number of candidates being attached in the requirements selected in step 4 are shown for each stages. See the figure here

6. Select the stage of candidates to be loaded by clicking on the row of a respective stage in the grid or to Load Candidates of all stages press Ctrl+A to select candidates of all stages, and press the Load Candidates button. See the figure here

7. Once the candidates loaded select one or more candidates by clicking on checkbox before the candidate name column.

8. Choose the requirement from the drop-down list (next to Select a Requirement label), to which you wish to attach the selected candidates in step 7 and press Add Selected Candidates button. See the figure here

9. You can close the wizard window once you get the message in the status bar indicating "Candidates added to a requirement..."