Searching and Sharing a Profile

admin Jan-16-2020 0 Comment

Search and/or share a specific Resource with a Business Partner in the “Search Resource” tab. Use “Department” and “Location” to search for the Resource.

Find and Share Any Saved Resource Record

Instructions:

  1. First, select the associated “Department” and “Location” from drop-down menu to narrow your search.
  2. Next, type the name of the Resource in “Search Resource” field to generate possible matches, as shown in Figure 9a
  3. Check the checkbox of the correct Resource(s).

Select the Resources that Match Your Search

4. Click “Share”, as shown in Figure 9.
Once “Share” is selected, you will move to the “Share Resources” window.

Note: You must add Business Partners to your account before you’re able to share Resource Profiles. Refer to Section 11: Business Partners for more information.

Tell Your Partners Why You Are Sharing the Resource

5. In the “Share Resource” window, provide your reason for sharing in the “Why Sharing” field.
6. Add “Companies” who will receive the shared Resource and a partner contact’s email address.
7. Select “Resource(s)” from drop-down menu to share. If sharing more than one Resource, select multiple names to add his/her email address.
8. Format the resume with “Select Template” options and preview the Resource’s resume.
9. Lastly, click “Share”.
Once shared, the Business Partner will receive a notification message of the shared Resource, available for view in the notification inbox.

Partners Receive Shared Resource Notifications

View a list of shared Resources in the “Shared Profile” tab. Details about the number of Resources that were shared and with which Business Partner are displayed, as shown in Figure 9d below.

Keep Track of Your Shared Resources in List View

Select “View” to display the resume of the shared Resource in non-editable form.
View a list of shared Resources sent to you in the “Company Resources” tab. Details about the number of Resources that were shared and from which Business Partner are displayed, as shown in Figure 9e below.

Keep Track of Resources Shared with You in List View

Select “View” to display the resume of the shared Resource in non-editable form.

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