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User Guide

Logging in as a candidate

  • May 12, 2024
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OVERVIEW


From a candidate's Application Summary page, Super Users and Recruiters can click on a button to log in as the candidate to their Application Centre.


Key use cases:

  • System testing:
    • This is a really useful tool when testing the system. For example, you could invite a test candidate to book an interview slot and then use this tool to login as the candidate and book a slot.
  • Providing technical support to candidates:
    • It's also a really useful tool when providing technical support, allowing you to login as the candidate and see exactly what they are seeing.

 

STEPS TO LOGIN AS CANDIDATE


  1. Navigate to candidate's Application Summary page:
    • Go to the application record, known as the Application Summary page, of the candidate you wish to log in as.
  2. Click 'Administration' > 'Login as Candidate':
    • The 'Administration dropdown is found in toolbar at the top-right of the page.
    • If you have a narrow screen, you might need to click on the 3 dots icon at the end of the toolbar to access options in the 'Administration' dropdown.
    • Once you have selected 'Login as Candidate', click 'OK' to proceed.
    • If you don't have access to the 'Administration' dropdown or 'Login as Candidate' tool, it means your profile does not grant access to this tool. Speak to a Super User.
  3. Once logged in as the candidate:
    • You will be in the Application Centre they used to apply to the opportunity. For example, if they applied through the internal Application Centre you will be taken to the internal application centre.
    • The page will show the status message for the current application and any actions available to the candidate.
  4. Accessing further details, other applications and Profile Options:
    • Click on the button containing the candidate's name (usually located in the top-right banner) to explore Profile Options, additional details about their current application, and other opportunities they have applied to.
  5. Return to the ATS:
    • To return to your account, click on the candidate's name button (the same button mentioned above) and select the 'Return to ATS' link located in the bottom-left of the opened box.
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