To begin this process, log into MSR, Open your web browser and Navigate to your MSR Salesforce instance. Log in with your credentials
Navigate to Contacts
Click on the Contacts tab in the main navigation menu.
Contact list view will be displayed.
How to create a “New Candidate”
Click the New button in the Contact list view or use the New Candidate quick action if available.
Select Record Type: Choose Candidate from the options. This determines the contact's role as a job seeker
Fill in Basic Information:
Name (Required): Enter the contact person's full name.
Email: Enter their business email address.
Phone: Enter their business phone number.
Account (Required): Link the record to the client company.
Complete Additional Fields:
Private Email: Personal email address
Gender: Select from dropdown
Salutation: Mr., Ms., etc.
Address: Home address information
Save the Record by Clicking "Save" to create the candidate
The system will automatically assign a unique Person Number, set privacy settings, enables TextKernel indexing (if configured), and create portal access if applicable.
How to create a “New Contact Person”
Click the New button in the Contact list view or use the New Contact Person quick action if available.
Select Record Type: Choose Contact Person. This identifies them as a client contact rather than a candidate.
Fill in Business Information:
Name (required): Enter the contact person's full name
Email: Enter their business email address
Phone: Enter their business phone number
Account (required): Link to the client company
Title: Enter their job title at the company
Complete Additional Fields:
Business Email: Professional email address
Gender: Select from dropdown
Salutation: Mr., Ms., etc.
Business Address: Company address information
Save the Record
Click "Save" to create the contact person
The system will automatically assign a unique Person Number, set privacy settings, link to the company account, and create portal access if applicable.
Manage Existing Contacts
Search for Contacts: Use the search bar in the Contact list view. You can filter by record type (Candidate, Contact Person) or use advanced filters.
Edit Information: Click on a contact name to open the record, click Edit, modify the fields, and click Save.
View Details: Within a record, you can view:
Overview: Basic contact information.
Skills: Associated skills and ratings.
Work Experience: Employment history.
Education: Educational background.
Activities: A timeline of interactions.
Related Lists: Applications, placements, and other related data.
Additional Note: Advanced Contact Management
You can Select multiple contacts using checkboxes to perform mass updates or export data (permissions required).
It is possible to update the Candidate Status for job seekers or Contact Person Status for client contacts to track progress.
You can assign contacts to specific recruitment teams to manage responsibilities and track performance.