Note: there are specific articles in the support site on creating contacts, searching, and other more specific actions referred to in this article.
This article discusses the different sections of the Contact Profile that Recruiters see and manage. The profiles are created by people applying to jobs through career websites and job portals, or people signing up through the career website to be in the company system. If a company ATS is tied to SmashFlyX, contacts can also enter through the integration. Recruiters also have the ability to add contacts to the pool.
You can find contacts by going to the Contacts section of SmashFlyX
Selecting this will take you to all contacts. In the upper right there is a button to Create Contact if a recruiter wishes to add to the contact pool. You can also add a contact to a folder and view contact folders.
Notice that each contact has a type with the letter I, E, or R. This indicates the joining status of the contact:
I - internal means this is an employee
E - external means this is a candidate who applied through the career site
R - recruiter means this is a candidate that was manually added by a recruiter.
You can change any E or R status to I by marking the candidate as an employee in the radio buttons section. More on that below.
The search filters on the left can be used to narrow down the contacts you see. In our example, search filters are used to narrow down contacts with 'manager' in their profile who are within 10 miles of New York City and are External contacts. The result is 601 contacts
In the upper right below the blue buttons are sorting features (relevance and join date) as well as a view feature (list view or Icons). If activated, this is also where the bulk load icon is located for loading many contacts at once.
Selecting at least one contact will activate the Actions pulldown menu.
You can add the selected contact(s) to a job, send an email (if correct permissions are granted), and make mass updates.
If you open a candidate profile, you will see their profile information.
Each section is listed with information, such as contact information, recent apply history, and work history.
There is also a section of radio buttons where you can mark the contact as an employee or designate them in other ways.
If you select the box in the upper right, you can also take action on this profile, such as adding the contact to a job or a folder.
On each side of the contact screen are arrows to view Previous and Next contacts in the pool you are viewing.