Adding an Existing Lead to a Job

This tutorial outlines the process of adding an existing lead to a job in Reload and initiating the candidate verification process.

Begin by navigating to the Insights tab on a job.

Step 1: Click + Candidate.

Step 2: Choose Existing Lead.

Step 3: Select the appropriate lead. Search for the lead by name, email, or phone number.

Step 4: Click Add.

After completing these steps, the lead is linked to the job, but the candidate verification process must be initiated. This verification functions as an important "right to represent" each candidate in Relode. It provides confidence for the Job Manager that they have been screened and vetted for the role properly.

To initiate the candidate verification process, follow the steps below:

Step 1: Click the green check mark.

Step 2: Indicate the candidate's availability to start and confirm the time zone, choosing the correct time zone from the dropdown as necessary.

Step 3: Select the preferred method and best times to reach the candidate. Adjust these options or remove existing ones as needed. Add interview availability notes and indicate whether the candidate is interviewing elsewhere.

Step 4: Click Next. Ensure the resume is presentable. If necessary, download, correct, and upload the resume.

Step 5: Click Next. In the additional information field, present information about the candidate and why they're a good fit for the position. Summarize their skills and experience, and include any other information to highlight their qualifications for the role.

Step 6: Click Next. Decide how the candidate receives the email or text to verify their interest in the role and to qualify their skills and experience.

Step 7: Choose the communication method and click Finish.

The email will be sent to the candidate. If they do not receive it, click the Status tab to resend verification.