This guide walks you through how to move candidates from JobAdder onto your Referral Talent Board. As long as the candidate has a CV attached, the process is quick and easy, with multiple ways to create and publish a candidate advert.
Step 1: Confirm the Candidate Has a CV
Before creating a candidate advert, ensure the candidate record in JobAdder includes a CV or resume. This file is required for the AI-generated candidate advert.
- Open the candidate profile in JobAdder
- Confirm a CV or resume file is attached
- Preview the file to ensure accuracy
Notes: If no CV is attached, you will not be able to generate a candidate advert. Upload or request a CV before proceeding.Step 2: Create a Candidate Advert from JobAdder
Option A: From the Candidate Record
- Open the candidate profile
- Select Actions → Refari → Create Candidate Advert
- Use the side drawer to continue
Option B: From the Candidate List (Recommended)
- Select the checkbox next to the candidate
- Choose Actions → Refari → Create Candidate Advert
- Select the Referral brand or account
Ideas: The list view provides more screen space, making it easier to review and edit the candidate advert before publishing.Step 3: Generate the Candidate Advert Using AI
Use the AI Generate Candidate Advert feature to automatically create a professional candidate profile using the attached CV.
- Click AI Generate Candidate Advert
- Select and preview the CV file
- Review the AI prompt used for generation
Notes: Use the default AI prompt on your first attempt. Review the output before customizing prompts for future adverts.Step 4: Review and Edit Candidate Details
- Preferred locations
- Salary range (optional)
- Role and work type
- Skills management
Step 5: Request Candidate Verification
You can request verification from the candidate to confirm authenticity and accuracy of the AI-generated profile.
Notes: Verification helps maintain trust and accuracy when using AI-generated content.Step 6: Save or Publish the Candidate Advert
- Save as Draft for internal review
- Save and Publish to post immediately
Step 7: View the Candidate on the Talent Board
Once published, the candidate advert appears on your Talent Board under Find Talent. Candidate names in brackets are only visible to recruiters.
Notes: Candidate names are hidden from clients and candidates and only visible to logged-in recruiters.Other articles you might be interested in: How to set up a Talent Board to market your candidates
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