Select client and contact
Choose the client, contact, and candidate from the submission form.
- Use the right contact for the role.
- Keep submission notes client-safe.
Reports tutorial
Submit to client
A shortlisted candidate has a client-facing packet with recruiter notes and submission context.
What this helps you do
Use submissions when the candidate is ready for client review and the packet has been checked for clarity.
1 2 Review before sending
Check the packet summary, evidence, and recruiter notes before submission.
- Remove internal-only comments.
- Confirm the candidate has consented to the process.