Candidates who are rejected from one job may be a good fit for other roles in your organization. Your organization can convert these rejected candidate into a prospect and funnel them into configured sourcing flows for other roles.
Note: Users can convert rejected candidates into prospects on jobs where they have Job Admin level permissions or above. While users can also create unattached prospects (i.e. a prospect not associated with a job, office, or department) the user will be unable to manage the prospect's profile unless they have the Can manage unattached prospects - add prospect to jobs, convert prospects to candidates, see private tab for prospects (Job Admin only) permission.
In this article, we will cover how to:
- Convert Rejected Candidate into Prospect During Rejection
- Convert Existing Rejected Candidate into Prospect
If you would like to learn more about how to convert rejected candidates into prospects in bulk, please visit: Convert Rejected Candidates to Prospects in Bulk
Convert Rejected Candidate into Prospect During Rejection
When rejecting a candidate from a job, you can convert the rejected candidate into a prospect directly from the rejection workflow.
Navigate to the profile of a candidate who will rejected from a job and click Reject from the On Job panel.
From the Reject this Candidate dialog box, fill in the necessary details. Ensure that the checkbox for Start new prospect process after rejection is enabled.
Reject the candidate from the job.
Once the candidate is rejected from the job, you will be automatically redirected to the Start a New Prospect Process dialog box.
Input the necessary details for the new prospect process and click Start New Prospect Process when finished.
Note: In order to funnel a rejected candidate turned prospect into a particular CRM pool and/or stage, the user must hold at least a CRM user license.
The candidate will be rejected from the previous job and converted into a prospect for the job you have selected.
Convert Existing Rejected Candidate into Prospect
If a candidate is rejected from a job and was not converted during the rejection flow, your organization can still convert those rejected candidates into prospects for other jobs.
Navigate to a rejected candidate's profile and click + Start New Prospect Process from the On Job panel.
From the Start a New Prospect Process dialog box, input the necessary details for the new prospect process and click Start New Prospect Process when finished.
Note: In order to funnel a rejected candidate turned prospect into a particular CRM pool and/or stage, the user must hold at least a CRM user license.
The candidate will be rejected from the previous job and converted into a prospect for the job you have selected.
