How to Create a New Tearsheet
To create a Tearsheet, go to the Applicant Tracking/Company Manager Tab, enter search criteria and click search. You can also add contacts to tearsheets by clicking into a Company and selecting the individuals from there. Next, check the boxes of the applicants you’d like in your new/existing Tearsheets, scroll to the bottom of the page and click ‘Add to Tearsheets.’
From the Tearsheet modal window (shown above), create a new Tearsheet and/or add to existing Tearsheets by checking their corresponding boxes. Lastly, click ‘Add to Tearsheet.’
Manage a Tearsheet
Current Tearsheets will be listed in the Tearsheets Tab of Applicant Tracking and the Company Manager. If the Tearsheet is in the Applicant Tracking tab then it will only have candidates. Similarly, if the Tearsheet is in the Company Manager then it will only have contacts.
New and unshared Tearsheets will be marked as private. In the event a Tearsheet needs to be shared with other users, go to a Tearsheets Tab (Applicant Tracking/Company Manager) and click ‘Manage.’ From here you can easily share any of your Tearsheets by checking the boxes next to usernames and clicking ‘Update Tearsheet.’ An email with a link to the Tearsheet will then be sent out to the users you selected. All shared Tearsheets will be marked as shared. To remove users you are sharing a Tearsheet with, go to ‘Manage’, uncheck the box next to their names and click ‘Update Tearsheet. ’
Easily Remove an Applicant or Contact from a Tearsheet
As demonstrated below, you can easily update this by clicking on the trash can icon to remove the applicant/contact from the Tearsheets.
You can also remove applicants/contact from Tearsheets in mass. Run a search off of the Tearsheet, with the list of applicants/contacts, click the check box next to each profile name –> Click the mass actions at the bottom right corner –>”Remove from Tearsheet.”
Extracting to Excel
- Use the check boxes to choose which profiles from the tearsheet you would like to download. If you would like to extract all, select the mass checkbox located at the top of the results.
- Click on 'Mass Actions' to the bottom right of the screen.
- Select 'Extract to Excel'