Within Top Echelon Recruiting Software, the People database houses all of your Candidate and Contact records. The Person Type field on all People records helps you to label each one appropriately. When selecting a type, you can choose from the following: Candidate, Prospect, Referral, Contact, Hiring Authority, Recruiter, Other, or Source.
A person can be labeled with one or more type. You’ll want to make sure you always label your people appropriately with this field if you wish to search on the Person Type field in the future.
When parsing a new resume, that person is automatically set to be a Candidate by default.
To change a Person’s type:
- Navigate to the corresponding Person’s Datasheet
- Locate the Miscellaneous card
- Click the pencil icon in the top right corner of the card to inline edit the Type selection(s)
- Check the corresponding box or boxes that relate to that Person
- Click the Save button when complete
- When adding a new Contact from a Company Datasheet, make sure to select the appropriate Type within the Add an Employee window before saving
To search on the Person Type field
- Navigate to the People Dashboard and click on the Advanced Search link
- Locate the Miscellaneous card and check the corresponding Person Type that you wish to search
- Selecting multiple checkboxes would result in performing an OR search
- For example, show me all People who are designated as a Contact OR a Hiring Authority
