Upload and Import a CV through Tracker

This Guideflow will take you through the process of uploading CVs from Tracker to Allsorter to reformat them and then importing the finished file back to Tracker.  

Once the integration has been completed, Allsorter will be available inside Tracker as an action item within each candidate profile.

Each Tracker user must access Allsorter from a candidate profile.

1. Log in to Tracker.
2. Go to Candidates.
3. Make sure there is at least one CV/resume uploaded to the candidate’s profile.
4. Click the Actions menu on the right-hand side. 
5. Scroll through the available actions until you find Allsorter.
6. Select Allsorter Format.
7. This will open the Allsorter in a new tab, allowing you to begin reformatting the candidate’s resume. 
8. Choose one of the available options:
   1. Reformat New Document
      
      Use Reformat New Document when you want to send a new file from Tracker into Allsorter for formatting.
      
      To do this:
      1. Select Reformat New Document.
      2. Choose the file you want to reformat.
         
      3. Click Continue.
      
      

      Note: A file must already be uploaded to the candidate’s Tracker profile before you can reformat it through Allsorter.

   2. View Previously Uploaded
      
      Use View Previously Uploaded when the candidate has already been sent to Allsorter and you want to continue working with an existing document.
      
      To do this:
      1. Select View Previously Uploaded.
      2. Choose the candidate or document from the Allsorter dashboard by clicking in 'View'.
      3. Continue working with the previously uploaded file in Allsorter.
9. Allsorter intelligently extracts the information from the CV and you’ll see the candidate’s details in a split-screen editor, making it easy to review what’s been extracted and refine it fast.
10. Please follow the Allsorter editing guide to understand how to reformat a resume within Allsorter.
11. Hit Preview to see the finished, client-ready resume — fully mapped into your branded template.
12. When you’re happy with the final result, click Import to Tracker to push the newly formatted resume back into the candidate’s Tracker record. You can also Export it to your local computer. 

13. The file can be generated as a PDF or DOCX and you can customise the file name and suffix so versioning stays clear.

14. To view the new file in Tracker, return to the candidate record and open Documents & Notes.

     

15. Reformat your first document with Allsorter today!