Steps to share an applicant
Navigate to the Applicant Details Page:
Go to the Applicant Details page for the applicant you wish to share.
Open the Share Applicant Modal:
In the Application Tab, click on the Up Arrow icon on the right-hand side to initiate the sharing process.
This will open a modal displaying the companies you have access to.
Select Company and Job Listing:
From the modal, choose the target Company where you want to share the applicant.
Select the appropriate Job Listing and Tracking Link for the new company.
Business Rules
Duplicate Check: If the applicant already exists in the selected company as an active prospect, sharing will not be allowed.
Driver Application Data: When sharing, the system will copy the applicant’s driver application information to the new company account, excluding any consents. Consents will need to be provided again by the applicant for the new company to ensure compliance.
Need Help?
If you have questions about sharing applicants or encounter issues, please contact the Double Nickel team by clicking the question mark in the top right corner, reach out to your CSM, or email [email protected].