Overview#
Candidates get reminders automatically, but you can send one any time. This page covers sending a reminder yourself, and the views and dashboard that show how your candidates are using the portal.
This page is for recruiters, compliance staff and anyone who manages candidates in Pump, and is part of the Pump Portal User Guide.
Sending a reminder#
Video: A6 - Sending compliance reminders manually
- Open a compliance item, or select one or more items in a list (for example on a Person or Placement).
- Click Send Reminder, then Send.
- A small window shows what happened, for example "Reminder sent to 2 candidate(s). 1 item(s) skipped…". Click Close.
What to expect#
- Each candidate gets one email listing their items, and each item says why it needs attention: expired, please resubmit, or document needed.
- Only items the candidate has something to do on are included, by Status Reason (see the table below).
- If your company has added its own status reasons, ask your administrator how they're treated (see Changing who's emailed, and when).
- Items hidden from the portal are skipped. Items on the candidate themselves or their limited company are only included while the candidate has a live placement, offer or application.
- A candidate who hasn't been invited yet gets an invitation instead. A candidate whose access is Withdrawn is skipped.
- Until it's sent, the email in Pump shows placeholders like "Hi {To:First Name}". They're filled in when it's sent.
| Included | Skipped |
|---|---|
| New, In Progress, Training to Qualify, Expired, Failed | Review, Completed with Expiry Date, Completed without Expiry Date, Deferred, Sent for Signing, Overridden, Deactivated, Takedown |
Keeping track of portal use#
Video: A7 - Monitoring candidate adoption
In the People view selector:
- Candidates Not Invited
- Candidates Invited but Not Registered
- Candidates Registered for Portal
- Candidates Withdrawn from Portal
- Candidates Not Logged In During Last 90 Days
- Candidates Not Logged In This Month
The Candidate Portal Adoption dashboard brings these together.
Next: Registering and signing in, to see what your candidates see.