Overview

There are two ways to connect somebody to an opportunity, and they are opposites.

Assigning approves them directly, skipping your recruitment workflow entirely. Sharing the link sends them through that workflow like any other applicant. Which one you want depends on whether you already know enough about the person.

1. Which one do I want?

• Assign when the person is already involved with you and already vetted. Existing people, staff, a team you have worked with for years. Nothing is asked of them.
• Share the link when they are not approved yet and you want your normal screening to happen.

Assigning skips the recruitment workflow, which means it also skips anything that workflow would have collected. No form is filled in, no consent is captured and no approval step happens. If the opportunity requires a waiver or specific information, assigning people into it leaves you without those.

2. How do I assign from the opportunity?

1. Go to Opportunities and open the one you want.
2. Open the People tab.
3. Click Assign profiles.

Only Vome Users are notified when they are assigned. Offline profiles are added to the opportunity but receive nothing, because there is no account to notify, so telling them is on you.

3. How do I assign several people at once?

From your Database, which is the faster route when you are handling more than a couple of people.

1. Go to Database.
2. Tick the profiles you want.
3. Click Actions, then Assign opportunities.
4. Choose the opportunities and click Save.

You can assign more than one opportunity in a single pass, which is useful when somebody is joining several programmes at once.

4. Can I do it from one person's profile?

Yes. Open the profile from your Database and use the Opportunities section on it to assign opportunities to that person. It is the same action, reached from the other direction.

5. How do I share the opportunity link?

1. Open the Opportunity Dashboard.
2. Click Actions.
3. Select Copy link.

Share that link however you like. When somebody opens it and presses to apply, the opportunity's recruitment workflow decides what happens next, which might be a form, a request for your approval, automatic approval, or nothing at all if they are not eligible.

6. Is there a middle option?

Yes, and it is usually the better answer for people you already know. Instead of assigning them by hand every time, add a rule to the opportunity's recruitment workflow that recognises them and approves them automatically.

A rule with a condition such as approved for the same category, or finished a sequence, ending in Auto-approve, means your existing people register themselves and are in immediately, while strangers still get the full form. You stop doing the sorting.

Summary

• Assigning approves somebody directly and skips the recruitment workflow, including any form or consent it would have collected.
• Assign from an opportunity's People tab with Assign profiles.
• Assign in bulk from the Database with Actions, then Assign opportunities.
• Only Vome Users are notified when assigned. Offline profiles are not.
• Share an opportunity with Actions, then Copy link, and its workflow screens whoever arrives.
• For people you already know, a workflow rule that auto-approves them beats assigning them by hand.

Where to go next

• One workflow, two kinds of applicant
• Unassigning versus deleting an opportunity assignment
• Recruitment Workflows on Vome