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Presenting a candidate emails them to your client contacts, usually hiring managers, for a specific role. You can present a candidate who has applied to a job, or make a speculative presentation when there is no active role yet.

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Present a candidate

  1. Open the candidate, or their application, and click Present in the top right.
  2. A Send email opens, set up for presenting the candidate. The subject is filled in for you, for example “Presenting Steven Brower for Account executive”.
  3. Add the client recipients and write your message.
The Present candidate email dialog with additional actions

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Attach a CV or report

The panel on the right, under Browse files for the job and candidate, holds the documents you can attach. It groups what the records hold, so Reformatted CVs lists the formatted CVs you generated, and a group only appears once there is something in it. Where Generate candidate report is offered, it sits under Reports and writes one without leaving the email; reports you generated earlier stay listed there. It is not always available, and when it is missing you attach a document the record already holds instead. See candidate report. The panel is not limited to CVs and reports. It lists the other documents held on the records too, such as a portfolio, a certificate, or a signed document, so the attachment you need is rarely one you have to go and find on your desktop. Nothing is attached for you. Drag the file from that panel onto the body of the email until “Drop files here” appears. Clicking a file only opens a preview, which is the usual reason a presentation goes out with no CV on it. See CVs & client documents for what each document contains and how it is generated.

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Additional actions

While presenting, you can also do either of the following in the same step:
  • Create Application: add the candidate to the job’s pipeline as you present them.
  • Create Speculative Presentation: log the presentation when there is no active role for the candidate.
When you present from an application, the dialog also carries switches that act on that application the moment the email is sent: one moves it to a stage you pick, the other rejects it. They are off unless you turn them on, so a candidate whose CV you have just emailed stays where they were until you either use one or drag the card. Set the move to your CV Sent stage and the KPI is logged as you send. The same switches are on Send email from an application, so a rejection or a step forward goes out with the message that announces it.

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Present to several jobs from the profile

A strong candidate often fits more than one open role. Present them from their profile and you can pick up to 10 jobs in one go. Spott creates the application on each job, or moves the existing one, so the pipelines reflect the presentation without a second step. Each job still gets its own email, addressed to that job’s contacts, because a hiring manager should only see the role that is theirs. A contact who sits on two of the jobs receives two emails. The move and reject switches are not in this dialog, since there is no single application for them to act on.

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Generate a shortlist document

To send a client several candidates in one document instead of one presentation each, select them in the Candidates table and use Generate Shortlist under Candidate Actions. See shortlists.

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Present to several contacts at once

Start from a list of contacts or a filtered view on the Contacts page: select the contacts and present the candidate to all of them in one action. You can also bulk-present several candidates at once from the Candidate table or from a job pipeline.

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Send bulk email: one mail or one each

With more than one recipient in the dialog, Send bulk email decides how the message goes out. It does not add recipients.
  • On: every recipient receives their own individual email, and none of them sees the others.
  • Off: all recipients receive the same email and share one thread, which is what you want when a hiring manager and their colleague should be able to reply to each other.
The toggle only appears once there is a second recipient, and it is locked off when you present several candidates at once, since that always goes out as one shared email. Where a candidate or contact has more than one email address on file, the recipient row in the bulk window lets you switch to the other one before sending, so a client who reads their work address and a candidate who only reads their personal one can both be on the same send.

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Log speculative presentations in bulk

Speculative presentations are on in every workspace by default. If yours does not use them, an admin can switch them off under Settings → General, which hides the actions below. Create Speculative Presentation also works on a selection. Select the rows on the Candidate, Application, or Speculative Presentation table and use the action in the snackbar at the bottom of the screen to log them all at once, rather than opening each record. This is the practical way to record a mailshot to a client group after the fact. On a speculative presentation’s own detail page you can add and remove contacts directly, so a presentation that went to one person at the client can be corrected to show everyone who was actually on it.