Here’s how you can find a match for a job and assign it to a worker -

Jobs >> All Jobs >> Match to Candidate icon.

You will be presented with a screen similar to the one below. You can search further for a specific candidate using the various filter options or select one from the list. In order to assign it to the candidate, click on the hand button.

On the Assignment Creation wizard Step-1, check if everything is in place and click Next.

On Step-2, make sure the options you want for the assignment are correct and then click Next.

On Step-3, fill up the assignment attributes (if applicable). Make sure the first toggle is ON if you want to send communication to the candidate and client via Email and App (only candidate). If you want to auto-confirm the client or the candidate, toggle the options to ON accordingly. Click Submit.

On the Preview Communication Emails window, you can choose whether you want to send the confirmation email to the client and the candidate. You will also be able to preview/edit the mails to be sent to the client and the candidate, attach files or add your comments and click Send to send the message.

Alternatively, you can also use the Match candidates to this job option from Step-6 of the Create New Job wizard directly to get to the Candidate Search page to search and assign the candidate to the job.

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