Hi! Friends from hireEZ Community!
It’s Xiaomin from hireEZ Customer Support. I’d like to share a question mentioned by one of our users recently: a candidate in the existing project also suits another project, how can I move the candidate to another project without duplicating candidates. I’m wondering if you may have encountered a similar situation. I’d like to share my solution and learn your ideas.
In terms of this question, we can actually divide it into two parts: how to check if the candidate is already in another project and how to move the candidate to another project without duplicating candidates.
When we open a candidate’s profile, we can see the project information clearly on the top right of the profile page. All the projects the candidate is saved in will be listed there. The stage of the candidate in this project will be shown as well.
In this way, we can be aware of which projects shall be duplicated.
If the candidate is not involved in the project we would like to move, we can click on the button of “View all projects” and then we can find the corresponding project to add the candidate.
By clicking on the “Copy to another project”, we will be able to either add the candidate to an existing project or add to a new project.
We can find the project we would like to move the candidate to and click it, the system will give us an option to choose the stage to save the candidate.
Here is a regular solution to a simple situation. I’d love to learn if you have had similar but difficult situations and learn how you solved the issue. Welcome to comment your ideas or questions below! We can have more discussions together to better play around with the product.
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