You can share candidates’ info in a few ways, whether you just want to get extra input from your team or want to consider a candidate for different positions.
In this article:
How to share a candidate's info
How to share a candidate’s info
If enabled, you can send a candidate’s resume to someone outside your hiring team—or even outside your company.
How to enable candidate sharing
Admin permission is required to enable candidate sharing. Anyone on the hiring team can share candidates when enabled.
To enable candidate sharing:
Click the gear icon ⚙️ in the left sidebar.
Click Company Settings.
Click General in the left sidebar.
Click Candidate Data near the top of the screen.
Find Share Candidate and click the toggle to enable.
Choose an expiration timeframe for candidate sharing.
Enter an email domain to restrict access to people matching email addresses.
Click Save Changes.
Note: If you enable candidate sharing and do not restrict access to specific email domains, team members can share candidate info with a link that anyone can view.
How to share a candidate’s info
Depending on your admin’s settings, you can share candidate info by entering an email address or by copying a link you can send to anyone via email, text, or other message.
To share a candidate’s info:
Open the candidate’s profile.
Click the More icon (three dots) near the top-right corner of the window.
Click Share Candidate.
Choose whether to include access to the candidate’s scorecard, team discussion, or application questionnaire, and click Continue.
Copy the link provided, or enter an email address to send the candidate’s info to, if required.
Click Preview Shared Info to see what the recipient will see.
Click Send Email, if required.
When the recipient clicks the link you shared (or in their email), they’ll be asked to validate their email address. Once they do, they’ll be able to see a summary of the candidate’s info, along with any other info you included access to.
Note: Sharing a candidate doesn’t give the recipient access to Breezy. Unless they’re already on your Breezy account, they won’t have access to any other position or candidate details.
How to print a candidate’s profile
If you’re a fan of pen and paper, you can easily print a simplified version of your candidate’s resume with their contact info. (A hard copy of the profile comes in handy for in-person interviews.)
To print a candidate’s profile:
Open the candidate’s profile.
Click the More icon (three dots) near the top-right corner of the window.
Click Print Candidate.
Follow the prompts to print.
How to copy a candidate to another position
If you’d like to consider a candidate for more than one job, you can copy their resume and contact info to another position or pool. The original profile will stay with the original position, complete with questionnaire responses, team discussion, scorecards, and other info associated with that job.
To copy a candidate to a different position or pool:
Open the candidate’s profile.
Click the More icon (three dots) near the top-right corner of the window.
Click Copy.
Select a position or pool from the dropdown.
Select a stage to add the candidate to.
Choose whether to apply stage actions, if any.
Click Copy Candidate.
Note: If Combining Candidate Data is enabled on your account, additional candidate info will be copied to the new profile, such as questionnaires, file uploads, candidate communication, and team discussion.
How to switch between multiple profiles
If a candidate has profiles associated with different positions, each position will appear on the Other Places dropdown in the details section of their profile. Just click on the dropdown to switch between profiles.
Note: Hiring Managers and Members can only switch to profiles that are associated with other positions they have access to.
To toggle between a candidate’s profiles:
Open the candidate’s profile.
Click the Other Places dropdown on the right-hand side of the window.
Select the correct position.
The view will change to the profile associated with the position you chose.
How to move a candidate to a different position
If you’d like to consider a candidate for a completely different role or opening, you can move their entire profile to another position.
To move a candidate:
Open the candidate’s profile.
Click the More icon (three dots) near the top-right corner of the window.
Click Move.
Select a position or pool from the dropdown.
Select a stage to add the candidate to.
Choose whether to apply stage actions, if any.
Click Move Candidate.