Change whether a candidate is managed by Max or in your ATS
Available for 🔗 users with 3rd-party ATS integration only
If you’re using one of Tezi’s ATS integrations, you have the ability to control whether Max works on a candidate or whether you manage that candidate yourself in your ATS.
- ATS-managed: Max takes no actions on the candidate
- For example, Max won’t schedule interviews with the candidate or change their stage in the pipeline.
- The one exception to this rule is if the candidate emails Max with a question about the role, then Max will respond to answer their question.
- Max-managed: Max works on the candidate as normal based on how you’ve configured the role in Tezi
Candidates who are ATS-managed will have a label in the pipeline page and on their profile page:
Transitioning a candidate to be ATS-managed or Max-managed
Keep in mind that changing a candidate’s status takes effect immediately. As soon a candidate is set to ATS-managed, Max stops taking any further actions on that candidate.
Pipeline page
- Navigate to the Pipeline page and select the appropriate role
- Hover over the candidate you want to modify
- You should see a 3-dot icon appear in the bottom-right corner of the candidate’s card. Click on the icon
- Select either ATS-managed or Max-managed to change their status
Candidate profile page
- Navigate to the candidate’s profile page
- Click on the candidacy you want to update
- Click on the 3-dot icon that appears on the righthand side of the screen
- Select either ATS-managed or Max-managed to change their status
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