Send the SwiftHire Invitation

HR clients can send a SwiftHire invitation using email, or email and text! This is done from the SwiftHire Mobile tab in the client module:

This will take the user to the SwiftHire Create Request page where they will fill out the applicant's name, delivery method, select the package, and reference code (if applicable). The client must choose a package from their list of available packages; the applicant will be required to enter information corresponding to each of the searches in the package, so the package determines the data the applicant will be required to fill out. The delivery method for the link can be email only, or email and text:

*NOTE* If an email address and mobile number are entered, the applicant will receive the link via email and text message; however, once one of the links is completed, the other link becomes invalid.

You can also enable the client's ability to use a "Global" SwiftHire link. Enabling this allows your client to choose between an Applicant-specific link or a Global link when creating a SwiftHire order.

This feature can be enabled for your clients by navigating to the Client Account Settings or Client Type Settings -> SwiftHire Settings:

Selecting the "Global" option and choosing a package (and reference code, if applicable) will generate a unique URL that can be provided to multiple applicants or embedded in the desired webpage.

*NOTE* Make sure the entire link is copied by clicking the Copy URL button, as the entire link may not be visible in the box.

Clients can also send multiple SwiftHire invitations at once! From the SwiftHire Create Request screen, click the Batch Upload link on the righthand side. From here, your client can upload a CSV file of last names, first names, email addresses, and reference codes, and can order a specific package for all the applicants at one time.

At the bottom of the Batch Upload page, instructions are provided regarding the required formatting for the CSV file:

The format for this batch order CSV is: lastname,firstname,reference,email. The client can use a program like Microsoft Excel (.xlsx) or Google Sheets to create a spreadsheet like the one pictured below. The client can then download or save the file in .csv format to their computer. Then from the Batch Upload screen, select the package and click Choose File to upload the .csv document. See attachment below for an example .csv formatted file.

A SwiftHire invitation can be sent directly from a specific branch account within the branch hierarchy. If a user on the top branch account has permission to order for branches, they can click on the SwiftHire tab and find the link to Branch Order.

A popup will appear where the user will need to select the branch and user, and click Order:

The SwiftHire Create Request page will reload and display the name of the branch for which this report will be ordered (as shown below). The request can then be sent as described above in 'Sending a SwiftHire Invitation.'