• Changing the date of a candidate update

  Follow these simple steps to edit the date of a referral/candidate's outcome: Step 1: Hover over the date you would like to edit and click on the pencil symbol that appears: [](https://downloads.intercomcdn.com/i/o/579993600/bcb58d46dc05ce76aedd78f8/Edit++a+candidate+date.png?expires=1790073900&signature=a2f442c591bf155b3971e3ab9f2663861a4499725d149afab8c490259c8bFew readers

• Moving a candidate out of the archive

  Moving a referral/candidate out of the archive is really simple. Moving a candidate out of the archive - a step-by-step guide: Step 1: In the candidate area of your portal, click 'Archived candidates' in the top tabs, then search for the name of the person you would like to move out of the archive using the search box: [](https://downloads.intercomcdn.com/iFew readers

• Example automated email templates

  It is now possible to edit the automated emails sent to referrals/candidates 🤩 Here you'll find some examples of how to edit each template to make it more personalised to your organisation and application process. Suggested candidate expression of interest response: Sent to referrals/candidates when they complete the expression of interest form, as long as they have not been auto-rejected due to not meeting the criteria of the role applied for: [![](https://storage.crisp.chat/users/helpFew readers

• Checking for candidates overdue their tenure point

  Ensuring your candidates are all up to date matters - it's how staff get their final points for referrals. Happy staff means more referrals! 🤩 Read below to learn how to filter and update your candidates. Step 1: Head to Candidates on the left: [](https://downloads.intercomcdn.com/i/o/myurolee/2532703129/d43c5204e13b7d112afd1ad9ca91/image.png?expires=1790073900&siFew readers

• Managing email notification recipients for new enquiries

  It's important to be notified when a new enquiry is made so that you can make contact with the referral/candidate as quickly as possible. When you add a new job, you will be asked in the final stage to select recipients of the email notifications that are automatically triggered when a candidate enquires about a position. To find out how to do this when adding an advert, please click here and go to step 5 of the [Adding an advert article](https://support.carefriends.co.uk/en/articles/427716Few readers

• How to delete a candidate

  From time to time, you may need to delete a candidate from your portal. As your scheme rules state that you will only award points for one expression of interest per candidate in a set time period, you can delete any duplicates to remove points and keep your stats accurate. How to delete a candidate - a step-by-step guide: Step 1: Head to the candidate area in the left-hand menu of your portal. From there you can sort your Live Candidates alphabetically to easily find any duplicates.Few readers

• Candidate initial response times

  It is super important that new referrals/candidates are contacted promptly. We have now added candidate response tracking to the candidate area of the portal to help track this. When a referral/candidate first expresses interest, a green pulsing clock icon will display. This icon will remain for 60 minutes after it arrives (this only includes time in the hours of 9 am to 5 pm Mon- Fri): [![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/3/e/573e19389a0c4400/e1c35452-01d9-4a47-a23e-9dFew readers

• Viewing candidates overdue for initial contact

  This guide will show you how to view and export a list of referrals/candidates who are deemed overdue for their initial response/contact. They will be deemed overdue if they have not been contacted within 1 working day of the initial enquiry being received. Step 1: Head to the candidate area of the portal and then click on 'Show me': [](https://downloads.intercoFew readers

• Filtering and exporting candidate data

  It's effortless to filter your candidate area and export reports, this article will show you how: Filtering the candidate area - a step-by-step guide: Step 1: Head to the 'candidates' area of your portal. Step 2: Click on 'Filters': [](https://downloads.intercomcdn.com/i/o/960980558/b420d6ac48902ad095b832ed/image.png?expires=1790073900&signature=166aFew readers

• Manually adding a candidate

  Some members of your team may prefer to refer their friends when they see them, or over the phone. These referrals are eligible for points and you can add them to your candidate area really easily. Manually adding a candidate - a step-by-step guide: Step 1: Head into the candidate section of your portal and click on 'Add a candidate': [](https://downloads.intFew readers

• Adding and viewing candidate notes

  Need to add a note after making initial contact with a candidate, or maybe you need to make admin users aware of useful information after an interview? Now you can! This step-by-step article will show you how to: Add notes to a candidate View or edit notes made on a candidate Adding a note: Step 1: From the dashboard, click on Candidates on the left-hand tabs. Step 2: Search for the candidate you wish to add a note about. **💡Top Tip!Few readers

• Candidate contact details validation

  When a new candidate/referral applies for a role at your organisation, their email and mobile number will be checked to ensure they are valid. On their record, next to the contact card icon, a coloured flag (either green, amber or red) will now appear, which will vary depending on the outcome of the validation check: [](https://downloads.intercomcdn.com/i/o/949202959/73b9Few readers

• Tips on responding to candidates

  Care Friends referrals/candidates are very special and typically much higher quality than those from most other recruitment channels. As an example, you are ten times more likely to convert a Care Friends candidate into a new starter than one from an Internet Job Board. Plus, one of your employees has put their reputation on the line to persuade them to apply, so it is very important that app-generated candidates are responded to promptly and the outcome recorded in the portal so their referrerFew readers

• Progressing a candidate

  Congratulations! - You've had an enquiry from a referral/candidate! 🎉 First up, click HERE to read our top tips from our founder Neil Eastwood on responding to candidates. Now you are ready to respond. Check out our step-by-step guide to start progressing them through the hiring process. Progressing a candidate - a step-by-step guide You have received an email notification to let you know you have aFew readers

• Duplicate candidates

  Your scheme rules state: If two or more employees refer the same candidate, only the first referrer (as recorded by the app) will receive the points due. To be eligible to claim referral points, the candidates you refer must not have applied for any job at our company for at least 12 months Duplicate candidates: A step-by-step guide Step 1: Head to the candidate area in the left-hand menu of your portal. From there you can sort your Live Candidates alphabetically to easily finFew readers

• Candidate travel distance and time

  When a new candidate applies for a role, you will now be able to view the distance they live from the role and the time it will take them to commute: [](https://downloads.intercomcdn.com/i/o/1025469154/3b5728789984036a92626727/image.png?expires=1790073900&signature=3fff5266e414e41843c9dcbe461f8f2521ebbe99b1b6d31000402028c401bb4f&req=dSAlE814lIBaXfMW1HO4zYkXG1ae8GzJZU1MXzeWHFew readers

• Help! I'm struggling to contact my candidate

  Your staff have been sharing adverts and delivering referrals/candidates to your door (hooray!), but some of them are proving tricky to get hold of. How many times should you try to contact and which comms methods are most effective? Read on to find out more... Comms methods Text message is the most impactful way to make initial contact with referrals/candidates. The open rate of text messages is 98%, compared with just 20% open rate for email. One Care Friends customer reported dFew readers

• Editing automated candidate email templates

  You can now view and edit the automated emails sent to your referrals/candidates from within your portal. There are two emails which are sent, depending on the settings of the position applied for: Unfortunately, your application cannot be processed - this is sent if the role has auto-rejection for overseas referrals/candidates turned on and the candidate answers no to having permission to live and work in the country (click [HERE](https://support.carefriends.co.uk/en/articles/6362389-maFew readers

• Edit candidate details

  It's really simple to edit a referrer/candidate's details: Step 1: Head to the candidate area of your portal and search for the name of the person you need to edit: [](https://downloads.intercomcdn.com/i/o/960779757/4583cee7085397ec123751c8/image.png?expires=1790073900&signature=5cab84df19c09d38cb833ae5a6a2934f6a8618281d9a4f5d5624310f6c42e166&req=fSYnEc53moRYFb4f3Few readers

• Creating new candidate screening questions

  You can now create additional candidate screening questions for your referrals/canFew readers

• Managing overseas candidates

  Are you looking to screen and control communications to any app-referred candidates who live overseas? It is possible (but optional) to ask referrals/candidates if they live and have the right to work in the country where they are based when they enquire about a role. You can also select if referrals/candidates should be auto-rejected if they do not live and have the right to work in the country. These two options are customisable for each advert so if you would like to allow overseas candidatFew readers

• How to undo a candidate update

  Do you need to move a candidate out of the archive? Or have you made an update that you need to change? No problem! Undo a candidate update: a step-by-step guide Step 1: Head to the candidate area of your portal. In the top tabs, select the section of the candidate area that your candidate is in, then type the candidate's name into the search box: [](https://downloFew readers

• Managing email notifications for new starters reaching their retention milestone

  Ensure the right person gets an email notification whenever a new starter is due to reach their retention milestone by following these simple steps: Step 1: Head to the jobs section of your portal. Step 2: Find the advert you would like to edit and click on the three-dot menu icon next to that ad: [](https://downloads.intercomcdn.com/i/o/myurolee/12354564Few readers

• Viewing automated candidate email templates

  You can now view the automated emails sent to your referrals/candidates. There are two emails which are sent, depending on the settings of the job applied for: Unfortunately, your application cannot be processed - this is sent if the role has auto-rejection for overseas referrals/candidates turned on and the candidate answers no to having permission to live and work in the country (click HERE to find ouFew readers

• Managing the candidate initial response times weekly summary

  It is now possible to receive a weekly summary of initial response times to new candidates for the prior week via an automated email (see how to turn this feature on and off below). The email will be sent at 10 am each Monday, providing there has been one or more new candidates in the prior week. The report will look like the graphic below: [](https://downloads.intercomcdFew readers

• Creating new email templates to send to rejected candidates

  Are you looking to create a more personalised email template to send to ineligiblFew readers