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External Recruiters guide to Teamtailor
External Recruiters guide to Teamtailor

An overview of the External Recruiter access level

Nora avatar
Written by Nora
Updated over a week ago

In this article, we’ve created a guide on what you need to know when working in Teamtailor as a user with the role of External recruiter.

As an External recruiter, you will most likely be using our platform to collaborate with companies to help with their recruitment. Your user access level is focused on adding/sourcing candidates and viewing the process you’ve been invited to.

How to access your account

Your journey with us starts when you’re asked to join your partner company’s Teamtailor account, and you receive an invite to the email added linked to your user. From this one, you can create your account. After you’ve created your account you can log in via our website.

💡 Tip! Save the login link as a bookmark in your browser for easy access:

Here is a summary of what you need to know in your user role:

How to source a candidate

As an external recruiter, your main mission with Teamtailor will probably be to help your partner companies find the perfect candidate for your job. And you do so by working with the Add candidate feature. You can do this in two ways:

Source candidate directly to a job process

To add a candidate to the process, go to the job in question under Jobs and click the pink + button Add candidates in the top right corner. Candidates you add will get the tag Sourced externally so your partner easily sees which candidates are added by an external recruiter.

Source candidates into the general candidate pool

You always have the possibility to add candidate/s directly into the general candidate pool. You do this in the tab Candidates, by clicking the pink plus in the top-right corner.

Which information to add when sourcing a candidate

When adding a candidate, you can fill in the information you have at hand. Exactly which information you should add might differ based on which company you’re collaborating with, but make sure to include at least the candidate's email so you can communicate with them.

💡 If you have the candidate's resume/CV at hand, add it in the bottom-left corner and our parser will automatically add parts of the information for you.

How to view the recruitment process

Under the main tab Jobs you will find a list of all jobs you've been invited to help out on. Once you click one of these jobs it will show you the job's recruitment process. Here you can add, view, and manage the candidates you (or your team member with the external recruiter role) have added, more on this below.

To access a candidate’s profile, click their name and you’ll open up the candidate’s profile. Here you can manage the profile, collaborate with the rest of the hiring team, as well as communicate directly with the candidate.

💡 Make the Comments tab your best friend. This is a great place to talk with the rest of the hiring team!

Which candidates will you have access to?

As an external recruiter, you only have access to the candidates you have added. You’ll also see any candidates added by an External recruiter within the same Recruitment agency.

This means you won’t see candidates that applied to the job on their own. If you need to see this, reach out to the company and suggest you should get another access level (we would suggest Default user).

Why can’t I see the Jobs tab?

If you’re unable to see the Jobs tab in the main menu, this is because you haven’t been invited to collaborate on a recruitment process yet. Reach out to the company in question for further help.

What is Teamtailor?

Teamtailor is an applicant tracking system made for all types of companies. With modern features optimized for you and your candidates, you will get everything you need to recruit successfully. Create an unforgettable candidate experience and build relationships with the right talent for your business.

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