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Set up prospects in the HR Recruiting app (preview)

  • Article

[This article is prerelease documentation and is subject to change.]

This article explains how to set up prospects in the HR Recruiting app in Microsoft Dynamics 365 Human Resources.

A prospect is a potential applicant who fits a specific job role. Recruiters find these candidates and mark them as prospects. They can then send an invitation that the prospects can use to learn about the job opportunity and apply for the role.

Important

  • This is a preview feature.
  • Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.

Add candidates as prospects

A recruiter can use either of the following methods to add candidates as prospects in the Recruiting app.

  • Create a new prospect in a job ad.

    1. On the menu, select Job ads.
    2. In the job ad list, select Active job ads.
    3. On the Prospect tab, select New prospect.
    4. In the dialog box, select the candidate to add as a prospect. Other information is automatically filled in.
    5. Select Save and then Close.

  • Add prospects from candidates.

    1. In the list of available candidates, select one or more candidates to add as prospects.

    2. Select Add as prospects.

    3. In the dialog box, select one or more jobs to add the selected candidates to as prospects, and then select Add.

      Note

      To close the dialog box, select Close or X.

    4. Go to the job ad where a prospect was added.

    5. On the Prospect tab, notice that the candidate is now a prospect.

Turn prospects into applicants

Recruiters can turn prospects directly in applicants.

To turn prospects into applicants, follow these steps.

  1. Go to Job ad > Prospects.
  2. Select one or more prospects to turn into applicants.
  3. Select Move to applicant.

The selected prospects are removed from the prospect list and now appear on the Applicant tab for the same job ad.

Send an invitation to prospects

Recruiters can send an invitation to prospects to notify them about job openings. Prospects receive the notification by email.

Delete prospects

To delete prospects, follow these steps.

  1. Go to Job ad > Prospects.
  2. Select the prospects to delete.
  3. Select Delete prospect.