How to nominate a candidate

Guide: How to Nominate a Candidate(s)

When you have shown interest in a proposal from a Flextribe client, the proposal will automatically move from your "Inbox" to "Proposals in Progress." This is where you manage proposals you are actively working on and preparing to submit potential candidates for.

• Customer – The client the actual proposal is for.

• Title – A clear title to help you quickly identify and navigate different proposals.

• Source – Indicates what Flextribe client is requesting your service.

• Candidates – Shows whether you have candidates in draft or if no candidates have been added yet, giving you a quick overview of your progress.

• Deadline – This is crucial, as you must submit your candidates before the deadline to be considered for the proposal.

• Lead – Displays which member of your company is responsible for managing this particular proposal.

📌 Important:

• You can only access "Proposals in Progress" as long as the deadline has not passed.

• Once the deadline is reached, the proposal will no longer be available for submission.

• As illustrated below, deadlines are clearly visible, helping you stay on track.

How to Nominate a Candidate

Once you have reviewed the proposal and identified suitable candidates, follow these steps to nominate them:

Adding Candidates to a Proposal

1️⃣ Click "+ Add Candidates"

Once inside the proposal, click the "+ Add Candidates" button.

2️⃣ Sidebar Opens for Candidate Selection

A sidebar will appear on the left-hand side, where you can:

• Quickly add new candidates if they are not already in your list.

• Select previous candidates you have nominated for other proposals.

How to Quickly Add a New Consultant

If the candidate you want to nominate is not already listed, you can add them manually:

1️⃣ Create a New Candidate

Scroll to the bottom of the list and click "Create New Candidate".

2️⃣ Enter Candidate Details

You will be prompted to fill in the following fields:
🔹 Name
🔹 Title
🔹 Email
🔹 Phone Number

3️⃣ Upload a Profile Picture (Recommended)

We strongly recommend uploading a profile picture for each candidate. This adds a personal touch and supports the hiring process for the receiving client, making it easier for them to evaluate candidates.

📌 See the illustration below for a step-by-step guide.

Would you like any refinements or additional details? 🚀

Important: Candidates Start in Draft Mode

When you add a new candidate, they will initially be saved as Draft. This means the Flextribe client is not yet informed about your candidate.

📌 As shown in the illustration below, a candidate in Draft status is only visible to you and your team.

To officially submit the candidate and notify the Flextribe client, you must finalise and submit the nomination. Until then, the candidate remains internal and will not be considered for the proposal.

Action required to nominate a candidate

In order to make your candidate visible to the Flextribe client, you must finalise the submission by completing all required details.

1️⃣ Open the Candidate Details

• Click on the candidate in Draft mode.

• A sidebar will open on the left-hand side where you can complete the required information.

2️⃣ Fill in the Required Fields

To successfully nominate a candidate, you must provide the following details:

✅ Pricing & Availability – Specify the candidate’s expected rate and availability for the project.
✅ Experience – Provide a short summary of relevant experience to ensure alignment with the proposal’s requirements.
✅ Documents – Upload necessary files such as CVs, references, or certifications to support the candidate’s profile.

📌 Note: If any of these fields are missing, you will not be able to submit the candidate.

3️⃣ Submit the Candidate

• Once all required fields are completed, click "Submit Candidate" to finalise the nomination.

• The Flextribe client will now be notified and able to review the candidate.

• You will receive a confirmation email about your candidate has been nominated.

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Using Flowscase for Faster Candidate Management

📌 Note: If your organisation uses Flowscase, you can import all your consultants into Flextribe, making it easier to manage future proposals. This saves time and ensures all consultant data is readily available.

➡️ To learn more about Flowscase, click here: Flextribe Help Center – Flowscase