How to Invite Contacts to Become Users (Employer Invite Process)

Mallory Wheaton -

Individuals who are included in Handshake as Contacts, but not Users, cannot engage with your students, post jobs or request interviews, until they have an account on Handshake AND get approved by your school. To learn more about the difference between Handshake Contacts and Users, read Contacts vs. Users
 

Inviting your employer contacts to become Handshake users is the fastest way to proactively get employers to connect with your school and maximize the benefits of your student-employer relationships.
 

You have two options for inviting contacts to become users: you can send a bulk invite to all contacts, or you can select contacts individually.  Instructions for both options follow.
 

To send a bulk invite to your employer contacts to become users:

  1. Click Contacts on the left hand Navigation bar. This will bring up the list of all your contacts.
    1. At this point you can invite ALL your contacts, or select individual checkboxes or use filters to narrow down who you're inviting. You can even do this to just invite one user if you'd like.
  2. Click on the Bulk Actions on All Results tab located in the upper right of the screen.



  1. Select Invite Employer Contacts
 

Note: If you have not set your school’s default employer approval setting when you created your school profile, you will receive a pop up notification reminding you to do so before sending out your bulk email invite. By taking this proactive step, all contacts, when they create an account in Handshake, will automatically send an approval request to connect with you.  If approved, they will be granted the default permissions (roles) at your university. To learn more about how to set your school’s default employer approval settings, read How do I set my school's employer default settings? 

You will receive a pop up informing you of the number of contacts that will receive your email and what to expect once your email invite is sent.

  1. Click Confirm -This will bring you to the Bulk Invite page where you can view your invitation demographics before taking the final step to send the invites.
  2. Click Send under Actions in lower left corner of the screen. This will bring you to a page showing updated invitation demographics and employer actions taken.
 


Note: Once you send the invite, one of three things will occur for each contact: 1) Contacts without a Handshake account will receive an email invite to create an account on Handshake and to join your school.  2) Contacts with an account on Handshake, but not associated with your school, will get a link that sends a connection approval request to your school.  If that request is approved by you, they will be granted your default permissions, 3) Contacts with an account on Handshake who are connected with your school will not get an email at all.
 

To invite individual contacts to be users:

  1. From your contacts list, locate your new contact and click the check box to the left of their name.
  2. Click Bulk Actions on Checked Items
  3. Select Invite Employer Contacts You will receive a pop up informing you of the number of contacts that will receive your email and what to expect once your email invite is sent.
  4. Click Confirm This will bring you to the Bulk Invite page where you can view your invitation demographics before taking the final step to send invites.
  5. Click Send under Actions in lower left corner of the screen. This will bring you to a page showing updated invitation demographics and employer actions taken.
 

Tip: To view your bulk invites at anytime, click on the Account Options Menu (your school name) in the upper right search bar. From the list of options, click School Settings This will bring you into your school profile edit page.From the search bar options to the left of your profile, click Bulk Invites
 

From this page, you can open up the invites to view employer actions taken, including how many employers were approved.

 

 

Contact Invites Emails:

  1. If Handshake does not recognize the user's email, we will ask them to create an account. image.png
  2. If Handshake recognizes the user's email, but they have not yet joined their company. Screen_Shot_2017-03-16_at_9.45.07_AM.png
  3. If Handshake recognizes the user's email, sees that they are tied to a company and adds your school to the list of their schools.Screen_Shot_2017-03-16_at_9.45.07_AM.png
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