Sharing steps are different for different audiences. The below information is specific to sharing Externally with anyone outside your organization. (Click here if you're looking for information related to sharing Internally.)


Getting Started

Navigate to a candidate's profile screen and click "Share" or "Sharing Active" in the upper right corner.

  1. In the "Candidate" tab, choose which sections you'd like to share via toggles

    1. Note that Guidelines, Current Employees and Similar Offers will automatically and always be hidden when sharing externally

  2. Click "Create Link"

  3. Add an email and hit Enter

    1. Add more recipients by hitting enter after each typed address

  4. Click "Preview", "Copy Link" or "Send Invite"


Sharing Preview

If you've clicked "Preview", a new browser window will open with access to a read-only view. This view is what your external stakeholder will see when they click the link you provide. They will be able to click into Forecast, Swimlanes and/or Side-by-Side to see read-only details for related pay insights. Note that Swimlanes is a modified view and does not include Guidelines, Current Employees or Similar Offers. Once finished previewing, you can close the window.


Sending an Invite

If you've clicked "Send Invite" a summary modal will appear that includes:

  • A blue banner to indicate status

  • The Share icon in the top right will change from "Share" to "Sharing Active" (if it's not already active)

  • Options to deactivate, preview or copy the link

  • An "External" notice and countdown to link expiration below the candidate email

If you'd like to repeat the process, simply click "Create New Link" and you'll be directed back to the Candidate tab where you can toggle different selections and enter an email address.


Candidate/Recipient Email

Once you've clicked "Send Invite", the candidate will receive an email message to "View Offer". The link opens a browser window where the candidate will see Forecast, Swimlanes and Side-by-Side and be able to click into details to see read-only information.

You can also insert a link to the read-only view into a document or email by using "Copy Link". The external stakeholder will see the same view regardless of receiving a dedicated email or accessing the copied link.


Making Updates

Have you made changes to an offer or added additional details? No worries! Any updates you make will be seen by the receiver - just in a read-only mode and as long as the link is still active.


Deactivation

If at any point you'd like to end access to Sharing, click "Deactivate". A red banner indicating status will appear momentarily and the external status box will disappear. If no other Sharing exists, the modal will close and the icon in the top right will change back to "Share". If an external Share link is not deactivated, it will expire automatically after 10 days*.

If you have active Sharing in place for other audiences (internal or external), the icon in the top right will stay as "Sharing Active".


*Link Duration

External email and copy links are available to recipients for 10 days, unless otherwise configured during implementation. If your organization would like to adjust the timing of either or both, please have your Compa POC / Administrator contact our Support Team.

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