Process: Accessing the All Candidate Index Screen


Users are able to view all Candidate Records in the Ready Recruit product!


Follow the steps below to view the All Candidate Index screen within Ready Recruit!




Accessing the All Candidate Index Screen

From the Left-hand Navigation Bar, select All Candidates




This will display a list of all candidate records within your site!


Use the taskbar at the top of the page to -


Filter/ Search


To search for a candidate record click on 


The options displayed in the drop-down menu allow a user to search for a candidate record by using these filters


Once the filter has been selected click


Once you have narrowed down your results using the filter you will be provided with a list of all the candidates with information matching the filters!





To remove filters use the "x"


To clear ALL filters select




Export to CSV


Once your search has been narrowed down, you can export your results to CSV by clicking on

The user will have the option to export directly from the search results or select an export template from the drop-down


Once selected click


The user will be re-directed to the export screen where they can view previous exports and download the CSV file by clicking on


Bulk SMS/Email


Once your search has been narrowed down, you can send Bulk SMS/Email to the selected group by clicking on



Select one of these options from the drop-down -


Send SMS - Type in message content to send to all selected Candidates and then click


Send Email - Complete details below to send email to all selected Candidates

  • CC - type an email address to send a CC
  • BCC - type an email address to send a BCC
  • From - this will default to the user's email address
  • Template - Select from email templates created in the admin dashboard
  • Subject - type the email subject
  • Body - Use the formatting panel (as described below) when creating the body of the email
  • Add Attachment - Select a file to attach to the email

Then click 

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