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Manage external recruiters (Vendor users)?

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Written by Michael Ho

To provide an external recruiter access to view jobs and submit applications on behalf of a candidate they need to be an active Vendor User for a registered Recruitment Agency. There are a couple of ways to add a new external recruiter.

This article covers the following topics:

Adding Vendor User

Once a vendor has been created, you can then add a vendor user. The steps to be followed are as below:

1. Go into Administration> General> Vendors.

2. Click on the drop down arrow next to Edit. Once the list appears, select Add Vendor Users.

3. A new page appears, allowing you to enter in the user’s details, including:

  • Choose File Button: Click this button to select and upload a photo of the external recruiter.

  • First Name: Enter the recruiter's first name.

  • Last Name: Enter the recruiter's last name.

  • Email: Enter the recruiter's email address.

  • Work Phone: Enter the recruiter's contact number during business hours.

  • Mobile: Enter the recruiter's mobile number.

  • Enable Expiry: Select "Yes" to limit how long the recruiter has access to the agency portal. Select "No" to not limit how long the recruiter has access to the agency portal. The default value is "No". This field is only available when the Expiry Date on the User Profile Setup page is enabled.

  • Expiry Date: This field is only displayed if "Enable Expiry" is set to "Yes". This field is only available when the Expiry Date on the User Profile Setup page is enabled.

4. Once this section has been filled in, click on Save and the vendor user will be created.

Notify Vendor Users

Once the vendor user has been created, you will be taken to Vendor users page to notify and activate a vendor user.

1. Click on Notify Users.

2. This opens inactive vendor user page.

  • Notify All Users button: Clicking this button will send a notification to all new vendor users that have not yet been activated, providing them a link and instructions to activate their account.

  • Activate All Users button: Clicking this button will activate all new vendor users that have not yet been activated without sending them a notification.

  • Notify Selected Users button: Clicking this button will send a notification to all selected vendor users, providing them a link and instructions to active their account.

  • Activate Selected Users button: Clicking this button will activate all selected vendor users without sending them a notification.

3. Click on Activate User if you would just like to activate vendor user and not notify them or click on Notify User if you would like to activate and notify user.

Updating Vendor

You are able to edit Vendor by following the steps below:

1. Go into Administration> General> Vendors

2. Click on the Edit button next to the vendor you wish to modify. A new page appears, allowing you to modify the details of the vendor.

3. Once updated, click on Save.

Deactivate Vendor User

You are able to deactivate a vendor user by following the steps below:

1. Go into Administration> General> Vendors

2. Click on down arrow next to Edit button for the Vendor where you would like to deactivate Vendor user and select Vendor Users.

3. Search for the Vendor user that needs to be deactivated and click on down arrow next to Edit button. If a Vendor User is active then the drop down list on the Edit button will have "Deactivate Vendor User" as an option. Selecting this option will set the external recruiter status to "inactive" and it will not be included the list if the status filter is set to "Show Active Only".

Activate Vendor User

You are able to activate an inactive Vendor user by following the steps below:

1. Go into Administration> General> Vendors

2. Click on down arrow next to Edit button for the Vendor where you would like to activate Vendor user and select Vendor Users.

3. Select status as Show Inactive only and click on down arrow next to Edit button.

4.If a Vendor User is inactive then the drop down list on the Edit button will have "Activate Vendor User" as an option. Selecting this option will set the external recruiter status to "active" and it will not be included the list if the status filter is set to "Show Inactive Only".

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