Candidate Submittal for Staffing Agency Users

Candidate Submittal

There are two ways of submitting a Candidate

1. Job listing screen: Hover over the action items on the right side and click on Submit Candidate
2. Job Details: Double click on the job that you would like to submit a Candidate for and click on the Submittals tab. Hover over the action items and click on Submit Candidate

Submittal Profile and Submittal Documents

• After selecting the right candidate, the system will prompt you to fill out the Submittal Profile
• Fields that are required will be marked with a red asterisk and will have to be completed to proceed
• Submittal Documents that are required at the time of submission will be listed on the screen following the profile requirements
• If the candidate has been submitted through Triage Plus before, some of their required documents may have a black document icon next to them. This means that there is a document already uploaded that can be reassociated if it still meets the requirement. 
• After agreeing to the disclosure, you will be able to finalize the submittal
• At any point throughout the submittal process you will be able to click on Save as Draft and complete the submittal at a later time
• After the submittal is completed, it will be visible under the Submittal menu tab or within the job details under the Submittal History tab

Updating a Candidate Submittal

If a submission profile needs to be updated due to error, navigate to the submission screen to edit the submissions. Some submissions may be marked “Action Required” to indicate a submission issue that needs to be updated.

• Hover over the action items on the right ellipsis and click “Update Profile”

  
  

• Select the green document icon of the item(s) that need to be updated

• Select the blue “+Choose” icon and select the new document from your file folder pop up

  • You may also drag and drop the new document upload.

• The newly uploaded document will be checked off on the left

• Deselect the document that needs to be removed, and click “Associate and Save”

• Click “Update Submittal profile” to complete the process.

If candidate submittal details are incorrect (i.e. phone number, email address, etc.) and needs to be updated in the profile:

• Navigate to the candidate tab on the top navigation bar
• Double click to select the candidate that needs to be updated.
• Change any details that require update and click save at the bottom of the screen.
• Navigate to the Submittals tab on the top navigation bar.
• Hover over the action items on the right ellipsis and click “Update Profile” (image in above above section)
• Click “Update Submittal profile” to complete the process.