How to move candidates to Teamdash
The basic question on how to get started comes down to the details on how to add your candidates to Teamdash. The drag-and-drop solution is a brilliant way how to import data from your inbox or your computer with one smooth motion.
Drag & drop from Outlook
You can easily drag and drop candidates into your Project Stage or directly into the Talent Pool from the Outlook desktop version. Simply click on one or multiple email previews and drag them into your project stage or Talent Pool. This action will automatically create candidate profiles from the conversation and send attachments. But bear in mind that the system is not supported in the Outlook web browser version.
When adding information from email directly into a Project Stage, GDPR compliance will be automatically added with the consent type Until Project End. We assume a candidate has emailed you with their submission wish and you have a legitimate interest in data processing. You can find the GDPR status on the candidate profile under the GDPR tab.
Please note: If you drag and drop a candidate directly into the Talent Pool, as they are not associated with a project, no GDPR consent will be added. To ensure compliance you can either email the candidate to ask for consent using the consent renewal merge tag, or manually add consent. If you do then move a candidate that has been dragged and dropped directly to the talent pool into a Project, they will be get a consent type of Until Project End.
Drag & drop from your computer
If you have a CV as a PDF on your computer, you can easily drag and drop the file into the Project Stage or the Talent Pool and Teamdash generates a Candidate Profile from it.
In addition, you can drag and drop additional files to add to a candidate profile. Just open the Candidate Profile view and drop the files on the Basic tab. This will work with any file type, whether you have a picture, a PDF file, a Word file, or even an Excel file.
Candidate form with pre-filled data
In cases where the system identifies more than one email address, phone number, or other personal information, or if mandatory information is not available in the CV, a modal will appear, prompting you to select/add the correct information to complete the candidate profile.
What happens if I drag and drop a previously anonymised (under GDPR) candidate?
If you drag and drop a CV of a candidate that was previously anonymised, a pop up will appear advising you that a match has been found and Teamdash will de-anonymise and will also restore the available history of the candidate. Please note, the email address is the unique identifier that is used to determine an existing candidate in this case.
What happens if I drag and drop a CV of an existing candidate?
As above, a pop up will appear advising you that the candidate profile already exists and that it has been merged. Please note, the email address is the unique identifier that is used to determine an existing candidate in this case.
If Drag and Drop fails
Drag and Drop fails when using the Browser version or when you have updated to the newest version.
Dragging and dropping messages and attachments is currently not supported in the New Outlook for Windows. As a workaround, you can switch back to the classic Outlook at any time by clicking the toggle button at the top of the right corner of the window.
If the import fails and you get an error message
Please see the content of the error message and let our support team help you.
In addition, you can check the file size. Teamdash currently supports a maximum file size of 25MB for uploads.