Using Tearsheets with Skill Marketing

Use tearsheets to manage available candidates and showcase them to your clients

Send Multiple Candidates via Tearsheets

Send multiple candidate skill marketing profiles to your clients using tearsheets. Once each candidate's profile has been created you can share them with your clients. Simply add candidates to a tearsheet in Bullhorn and then create a new or use an existing candidate profile.

Once your tearsheet has been created, access the 3DIQ Skill Marketing tab from a candidate profile then click Work With Tearsheets.

Locate the tearsheet you want to use to send to your clients, Click the tearsheet name to view the candidates that have been added. Any candidates that have been added to the tearsheet will appear.

If a candidate(s) needs to have a profile created you will see a YES in the Missing Profile? column. Click the View Profile button or the Generate missing profile button (to create multiple missing profiles at once) to create a new or set an active profile for each. Only candidates without a YES in the Missing Profile? column will be sent to your clients.

**When the View Candidate button is clicked it opens the profile in a new tab. Once you have the profile complete close the tab and go back to Bullhorn to access the tearsheet you are working on.**

Sharing Candidates with Clients

There are several ways in which you can share tearsheets with your clients. Once you have prepared your candidate's profiles click the Share button.

You will see four options for sharing the candidates with clients.

Send to Contacts

By using the Send to Contacts option, you are able to search for individual contacts or the entire tearsheet. Begin typing an individual contact name or tearsheet name. 

Manage Recipients

When sending candidates to a tearsheet, you can deselect recipients from the email without removing them from the tearsheet in Bullhorn.  After adding the tearsheet(s), you will see the contacts populate in the contact section above the tearsheet name.  

There are two ways to remove a contact from the recipient list. 

1) Click the x next to the name of the contact to remove them. 

2) Click the Manage Recipients button below the tearsheet names.  This will open a filterable list where you can search for specific contacts. Once located, click the 'check' next to their name to remove them from the recipient list.  When all contacts have been removed, click Done. 

Preview an email

To view an example of the email that will be sent to your contacts, click the Preview button.  This will display the email template that will be sent to all contacts on your tearsheet, using the first contact as the example recipient.  Click the Send Profile button to send your candidates to your contact list.  

Once you have added all the contacts you would like to send your list of candidates click Email Tearsheet. Your clients will receive an email with a link to all the candidates you have prepared.

Copy Profile URL

You can copy the URL for the candidate profile.  There may be times when you need to send the profile link outside of 3DIQ (i.e. text or instant messenger) or if you would like to view the profile before you send it to a contact. Simply click the ... menu next to the candidate name and click Copy URL. 

*Note* Sending the URL outside of 3DIQ will only send view and feedback notifications. It will not track who is opening or interacting with the candidate profile.

Copy Tearsheet URL

 

This option will copy the tearsheet URL to the clipboard where it can then be shared with anyone you would like to see the list of candidates for the job and provide feedback.

*Note* Sending the URL outside of 3DIQ will only send view and feedback notifications. It will not track who is opening or interacting with the candidate profile. 

Embed in iFrame

An iFrame (Inline Frame) is an HTML document embedded inside another HTML document on a website. The iFrame HTML element is used to insert content from an outside source on your webpage.

This option gives you the ability to insert the link within your webpage where you could direct clients to go to view available candidates.

Embed with JSON

JSON is a text-based data format that is used to read data from a web server and display that data on a web page. This would give you the ability to share candidates on your website where clients could use filters to search for specific qualities and qualifications.

**If you would like to use this feature, please have your web developers contact support@3diq.com for additional information and assistance.**