Go to Clients >> All Clients >> Click on the eye icon against the client >> Jobs. The jobs with unfilled positions will have the people icon against them under the Actions column. Click on the button to match the job to a candidate.

You will then be presented with a screen similar to the one below, which will list the available candidates. You can further filter the search using the various filter options. To assign a 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.

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