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Why can't I invite an agent to my vacancy?

Can't see an agent or agency you expect to see when inviting agents to your vacancy?

There are a number of things you should check here:

  1. Is the agency approved?
    Backoffice > Agencies

    Make sure the agency appears in the Active list and confirm that the agency is Approved and the Status is set to Approved, PSL T1 or PSL T2.

    If the agency is not in the Active list, check with colleagues to ensure that the agency should be (re)activated and edit as required, e.g change the status or uncheck the deleted checkbox.

  2. Does the agency have any agents?
    Backoffice > Agencies > View Agents

    Check that the agency in question actually has agents allocated to it and add a Super Agent for the agency if not.

  3. Does your agent exist, but is not assigned to the correct agency?
    Backoffice > Agencies > Agents

    Make sure that your agent is assigned to the correct agency. The agent may either not be assigned at all (Unattached agents) or may be assigned to the wrong agency in error.

  4. Is the agent approved?
    Backoffice > Agencies > Agents

    Make sure that your agent appears in the Active list and the Status us set to Approved, PSL T1 or PSL T2.

    If the agency is not in the Active list, check with colleagues to ensure that the agent should be (re)activated and edit as required, e.g check the Active box, change their status or uncheck the deleted checkbox.

  5. Is the agent emailable?
    Backoffice > Agencies > Agents

    Make sure the Can Receive Emails option is enabled for at least one agent. This option controls which agents appear in the list when inviting agents to vacancies. If not, edit your agent and enable this option.

    If another agent at the same agency already has this option checked, the other agent is probably the main contact, so check with colleagues whether it is appropriate to enable your agent as emailable as well. It may be that the person you want to email just isn't the key contact and therefore isn't (and shouldn't be) emailable.

    N.B. Most clients only set their key contact at each agency to be emailable. When inviting agents, you have the option of a single agent type invite or a full agency type invite.

    If you opt to use a single agent invite, only the agents you select will be able to forward candidates. If you use a full agency invite, any other agents at the same agency as the people you invite will be able to forward candidates as well, so use this option to ensure an agent who isn't configured as emailable may also forward candidates.

  6. Does the classification of the agent match that of the vacancy?
    Backoffice > Agencies > Agents > Edit Agent

    Some clients use agent classification to ensure that only the relevant agencies and agents are suggested when inviting agents to vacancies. Agents appear in the list only if their classification matches the classification of the vacancy.

    e.g. An agent classified for location London would not appear for a vacancy in Paris.

    Backoffice > Agencies > Agents - Find your agent in the list, edit them and confirm the classifiers selected for the agent match your vacancy. If not, check with colleagues to ensure that the agent classification should be updated such that they will be eligible for your vacancy as well.
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