Share candidate
Send a candidate to a colleague, to a contact at the job’s client or to any email address — one drawer, an editable email and, for a client contact or an email address, a document step.
Share sends a candidate to someone. You answer one question — Send to whom? — and the drawer adapts: a colleague gets a link that opens the candidate in Nextal, a contact at the job’s client gets a portal link showing the documents you chose, an email address gets a public link with the documents you chose attached. The email itself is prefilled from your share template and editable before you send.
When to use this
- You want a colleague’s second opinion on a candidate — Colleague.
- The hiring manager at the client needs to review the dossier before an interview — Client contact.
- Someone without a Nextal account needs to see this one candidate — Email address.
How to open it
- Find the candidate on the kanban and click Share on the card (or check several cards and use Share in the bulk toolbar). On the candidate list, tick one or more candidates: Share is in the selection bar.
- The drawer slides in from the right. Pick the recipient type under Send to, fill in the recipient, review the email, send.
Send to — who receives the candidate
| Send to | Who you pick | What they receive |
|---|---|---|
| Colleague (inside Nextal) | Users of your organization, as many as you like. | The email with a link that opens the candidate directly in the ATS. No résumé is attached — they have the files in Nextal. |
| Client contact (portal link) | Contacts of the job’s client. The client’s main contact is pre-selected; a client with a single contact is selected for you. | The email with a link to the client portal, showing only the documents you tick on the next step, until the Access ends date if you set one. |
| Email address (public link) | Any address — type it and press Enter, repeat for several. | The email with a public link to the profile and, attached, only the documents you tick on the next step. |
Client contact needs a job. The option appears on the kanban only, because the contacts come from the job’s client. On the candidate list, the drawer offers Colleague and Email address. If the job has no client, or the client has no contact in the job’s department, the drawer says This job do not have a client with contacts — add a contact to the client, or share with a colleague or an email address instead.
A contact who has left. If a selected client contact is marked No longer with the company, an amber banner under the contact picker says so — Anna Roy is no longer with the company. Check before sending. — naming every selected contact who has left. It is a warning only: you can still send. See Contact emails.
Client contact and email address — the document step
- Documents to include (client contact) or Documents to attach (email address) — one line per candidate, listing the ticked documents; No document chosen while there is none. Documents are chosen on the next step; the summary stays here so you can come back and edit the email without losing the selection. The candidate’s latest résumé is ticked for you; untick it if you don’t want to send it.
- Access ends (optional, client contact only) — the portal link stops working after this date. Leave it empty and the link never expires. A date in the past blocks the send.
Note to recipient
Optional context — why you are sending this, what you want back. It is added after the email body, for all three recipient types.
The email
The Subject and Content are prefilled from your organization’s share template and editable before you send. Your edits apply to this send only; the template itself is unchanged. An administrator changes the default for everyone in email-template settings.
Language tabs. If your organization supports several languages, one tab per language sits above the subject. The tabs are narrowed to the language of the people you picked — a colleague’s profile language, a client contact’s preferred language — and a notice above the editor says so. An email address has no known language, so every language is offered and the recipient receives all the versions, one after the other. Organizations with a single language see one editor and no tabs.
Merge variables. Type $ in the body to pick a variable from the list — the candidate’s name, the job title; in the subject, type the variable name yourself ($candidate.name). Both are replaced with the real value when the email is sent.
Attachments. Add a file from your computer (paperclip) or from the Document Center; it is sent to every recipient type, in every language version. For an email address, it comes on top of the documents ticked on the next step.
Client contact and email address — choose the documents
For a client contact as for an email address, the drawer’s primary button is Next: choose documents → rather than Send. The document step is mandatory.
- Pick the candidate in the Candidate selector (only relevant when you share several).
- Click a file to preview it on the right; tick the box to include it. The latest résumé is already ticked when the step opens. Only the documents you tick go out — visible on the portal for a client contact, attached to the email for an email address — chosen per candidate.
- Repeat for each candidate. The footer lists who still has none — 1 candidate has no document — name — and clicking it switches the selector to that candidate.
- Send is enabled once every candidate has at least one document. ← Back to email returns to the drawer with your selection kept.
What happens when you click Send
For each candidate × each recipient, one email is sent with the subject and body you left, in the recipient’s language, followed by your note.
- Colleague — the link opens the candidate in the ATS.
- Client contact — the link opens the client portal with the ticked documents; it stops working after the Access ends date, if you set one. The email is also logged on the client’s Emails tab.
- Email address — the link opens a public view of the profile; the documents you ticked are attached.
If a send is refused, a red notification says so — nothing is sent silently.
Who can do what
| What you want to do | What you need |
|---|---|
| Share a candidate | Edit access to applications |
| Share with a client contact | A job with a client that has contacts |
| Receive a colleague share | A Nextal account at your organization |
| Receive a client-contact or email-address share | Just a valid email address |
| Change the share email template for everyone | Administrator on the email-template page |
Tips
- Always add a note for external recipients. They may not have asked for this — a line of context makes a reply far more likely.
- Pick documents deliberately. The client contact or the email address receives exactly what you tick; a draft offer or an internal form ticked by mistake is awkward.
- Set an Access ends date for sensitive dossiers. Empty means the portal link keeps working indefinitely.
- This is not how you move a candidate to another job. Use Add candidate to job for that.