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quick_guides_14 [2022/06/01 10:54] – created Catherine Riddellquick_guides_14 [2022/07/06 09:03] (current) Meena Brock
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-====== The Person Record ======+====== Person Selector ====== 
 +You'll find all of your candidate records in the person selector, and you'll be able to update them there.  
 +You can also run Reports, search for Candidates, generate Stored Searches and Selections, send Notifications, and Mail Merges from this page. 
 + 
 +-------------------------------------------------------- 
 + 
 + 
 +===  Finding Candidates === 
 +The person selector is the best place to search for your Candidate Records. 
 +  * [[quick_guides_8|Click here to learn more]] 
 + 
 +=== Search Criteria === 
 +Search Criteria is used to filter your search to make it more accurate. 
 +  * [[quick_guides_16|Click here to learn more]] 
 + 
 +=== Stored Selections and Searches === 
 +This is where you would save your searches - Stored Selections saves the returned list of  
 +Candidates from your search - and Stored Searches saves your Search Criteria 
 +  * [[ug9-5| Click here to learn more about Stored Searches]] 
 +  * [[ug9-3| Click here to learn more about Stored Selections]] 
 + 
 +=== Adding a new Candidate === 
 +With the person selector, you can add your new Candidates onto IQX 
 +  * [[quick_guides_2| Click here to learn more]] 
 + 
 +=== Sending Mail Merges === 
 +IQX's mail merge feature can be used to send bulk emails to a selection of candidates  
 +similar to newsletters 
 +  * [[ug10-3| Click here to learn more]] 
 + 
 +=== Sending Notifications === 
 +The Notification system provides a mechanism for candidates to be notified of key events  
 +relating to vacancies, placements and shifts, by means of HTML email or SMS text. 
 +  * [[ug21-00| Click here to learn more]] 
 + 
 +=== Candidate reports === 
 +The Reports tab provides you with a list of all the reports that can be run from the Person Selector. 
 +  * [[ug8-8| Click here to learn more]] 
 + 
 +=== Bulk CV Import === 
 +The Bulk CV Import tab allows you to upload a large amount of CV's in one action. 
 +  * [[bulk_importing_cvs| Click here to learn more]] 
 + 
 +---- 
 + 
 +// 
 +// 
 + 
 +[[3_quick_guides|Back to Getting started]] 
  
  • quick_guides_14.1654080864.txt.gz
  • Last modified: 2022/06/01 10:54
  • by Catherine Riddell