This section explains how to use these tools effectively to track, assess, and manage prospects:
Navigating the Prospect’s Profile – Understand the key details available and how to use them
Viewing resumes and past applications – Quickly access a prospect’s job history to assess their fit
Inviting prospects to apply – Send direct invitations through Talent Network to encourage applications
Converting prospects into applicants – Move qualified prospects into the applicant pool
Removing prospects – Keep your list organized by removing outdated or irrelevant entries
Selecting a prospect’s name opens the detailed Profile Panel, where you can review their history and take action.
Understand the prospect's profile
The prospect's profile provides essential insights to determine if reaching out is appropriate. You can quickly assess a prospect's potential by reviewing their application history and also assess their preferred shift availability. Here’s how to navigate a prospect’s profile:
Action Menu: Select the three-dot menu (•••) to open the action menu, where you can Convert to applicant or Remove prospect
Tags: See the smart tags based on data from Hiring and Team Management, so you can identify prospects with specific attributes
Preferred shift availability: Check if a prospect is available for the shift you're hiring for. This is only shown when available, and it's based on their last application
Last application: View the prospect's most recent application
Submitted applications (#): Review the prospect's submitted applications. The count shows how many are currently in progress
Past activity: View previous interactions with the prospect, such as invitations to apply or conversions into applicants
Review resume and application history
To view a prospect's application history and resume (if available), simply select the document icon next to their name (hover over it to see View application). Here, you can:
Review the resume – Check the prospect’s work experience, skills, and education.
Assess work history – See if they’ve applied before and track past application outcomes.
Evaluate availability – Confirm if they match current job requirements based on shift preferences and weekly hours.
Download the resume – Open the attached file for a detailed view of qualifications.
Note that if a prospect doesn’t have a resume uploaded or the file type isn’t supported for preview, here’s how it will appear:
If the prospect doesn’t have a resume, you'll see “Resume not found”: Their application didn't include a resume, or we were unable to find it.
If the file type isn’t supported for preview, you'll see “Preview is not available for this file type.” Select "Download resume" to open and view the file on your device.
Invite prospects to apply
Once you've identified suitable prospects, here's how to send them a text or email invitation to apply to your job openings. You can customize the outreach email to reflect your brand and culture.
Select the checkbox next to the prospects you want to invite. Then select Invite all to apply.
Choose to invite them by email or text.
Select the job posting you want to invite them for.
Compose your message. You can use merge tags to personalize it: the prospect's first name, last name, the brand name, the job posting's location name, position name, job URL, and pay.
(For email invitation) You can change the email subject and heading, and choose a banner image. Use Default or an image from your career page.
Review the recipient summary and message preview, then confirm to send the invitation.
Each invitation is recorded in the prospect's Past activity.
Convert prospects into applicants
Converting a prospect into an applicant automatically transitions them to the Application stage of your hiring process, where you can proceed to process their application. This is helpful if they've shown interest after meeting in person, making it easier to start the application without needing them to fill out everything again. You can convert one prospect at a time. Here’s how to convert a prospect into an applicant:
Find the prospect in the list, then select the three-dot menu (•••).
Select Convert to applicant.
Select a job posting for this applicant, then Confirm.
Once a prospect becomes an applicant, they’ll be moved to the Applicants page in Hiring and marked with an icon for easy identification. They stay on your prospect list until they are marked as hired, and they will be removed as a prospect once they are.
Remove prospects
Removing a prospect deletes the prospect and their information from Talent Network. Keep in mind that this will not delete their data from Hiring or Team Management.
Remove one prospect
Find the prospect, then select the three-dot menu (•••) in their row or profile.
Select Remove prospect, then Remove to confirm.
Remove several prospects
Select the checkbox next to the prospects you want to remove.
Select More actions, then Remove prospects. Confirm in the Remove prospect(s)? window.