With the Follow Candidate or Prospect feature, a user can elect to receive email notifications every time a specific candidate or prospect is moved to a new stage or rejected from a job. Users who follow a candidate or prospect will also receive email notifications if they are transferred to a job where the user has permissions. In this article, we will cover how to:
- Follow a Candidate or Prospect
- Unfollow a Candidate or Prospect
- Filter by Followed Candidates or Prospects
Note: To disable users from following candidates/prospects, please account your Customer Success Manager to remove the feature from your account.
Follow a Candidate or Prospect
To follow a candidate or prospect, navigate to their profile in Greenhouse (either by finding them on the All Candidates list or the Job - Candidates tab)
From the candidate's or prospect's profile, click Follow.
Once clicked, a green checkmark followed by the word Following will appear and to indicate that the user is following the candidate or prospect.
The candidate or prospect is now followed and the user will receive an email notification when the candidate or prospect is moved to a new stage, rejected from the job, or moved to a job where the user has permissions. The user will receive an email indicating these changes, for example:
Unfollow a Candidate or Prospect
To unfollow a candidate or prospect, and no longer receive email notifications for their progress, navigate to candidate or prospect's profile. From the candidate's or prospect's profile, navigate to until Unfollow appears.
Hover over the name of the referral until Unfollow appears. Click Unfollow.
Filter by Followed Candidates or Prospects
To quickly view a list of all candidates and/or prospects being followed, navigate to the People I'm Following panel on the My Dashboard page.
For a complete list of all candidates and prospects being followed, click the header to expand the results.
The user will be directed to the All Candidates search page, filtered by the candidates and prospects currently followed. Use the provided filter panel to apply any additional criteria to the populated list.