Recruiter Platform Guide

Full overview of the Recruiter section and how to use it.

RECRUITER SECTION - OVERVIEW & ANALYSIS
Employment Support Channel
Date: April 2026
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PURPOSE
The Recruiter role is designed for external recruitment professionals who
source and place candidates on behalf of multiple client employers. It differs
from the Employer role, which is for companies hiring internally.

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KEY METRICS (Overview Tab)
- Open Vacancies       Active roles currently being recruited for
- Shortlisted          Candidates identified and added to a vacancy pipeline
- Interviews Arranged  Candidates progressed to interview stage
- Placements           Successfully placed candidates
- Total Candidates     All learners available to browse on the platform

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VACANCIES
- Create vacancies: title, client company, sector, location, type, salary
- Flag roles as Urgent (highlighted in red across the dashboard)
- Edit or close vacancies at any time
- View all shortlisted candidates per vacancy
- Update candidate pipeline status directly from the vacancy card

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CANDIDATES
- Browse all platform learners assigned to advisors
- Search by name / filter by sector or programme
- Shortlist candidates to open vacancies with supporting notes
- Profiles are READ-ONLY — no direct contact with learners
- Already-shortlisted candidates are clearly flagged

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PIPELINE / SHORTLISTS
Candidates move through 5 stages:
  1. Shortlisted
  2. Advisor Contacted
  3. Interview Arranged
  4. Placed ✓
  5. Withdrawn

Advisor contact details are shown for each shortlisted candidate.
All placement data feeds into the overview stats automatically.

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WORKFLOW
1. Create a vacancy for a client employer
2. Browse and shortlist suitable candidates
3. Contact the candidate's advisor to progress them
4. Update pipeline status at each stage
5. Mark as Placed when successfully hired

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COMPLIANCE & PRIVACY
- Recruiters cannot contact learners directly
- All engagement goes through the assigned advisor
- Candidate data is read-only (GDPR compliant)
- All placements and pipeline movements are audit-tracked

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