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Administrator Guide
Last Updated: 2026-08-07
Screen the Candidate

Screen the Candidate

When the intake form is returned, you can screen the candidate using the supplied information.
  1. Navigate to the
    Pre-Identified Candidates
     page.
    Depending on your permissions, you can access this page directly from the VNDLY header or in the
    People
    Pre-Identified Candidates
     drop-down menu.
  2. Locate and open the correct candidate.
  3. On the
    Intake Form
     tab, click
    Next
    .
  4. Click
    Mark Screening as Completed
    .
    If you skipped profile creation, you see an option to
    Skip Screening Process
    .
    If you sent the profile request to the contractor, you can click
    Return Profile to Contractor for Additional Updates
     if needed.
  5. Complete the
    Assessment Results
     classification fields:
    Option Description
    Candidate Classification
    The options available are sourced from a custom data source for Worker Classification.
    Vendor Assignment
    Indicates whether the user is employed by a vendor or an independent contractor.
    Vendor Name
    If you selected
    Independent Contractor
     for
    Vendor Assignment
    , then vendors with the
    Authorized Service
     type of
    Agency of Record
     are available for selection.
    If you selected
    Employed By Vendor
     for
    Vendor Assignment
    , then vendors with the
    Authorized Service
     type of
    Employer of Record
     are available for selection.
    If needed, you can select
    Create Independent Contractor
    . This creates the contractor as a vendor in VNDLY.
    Fee Profile
    Enter the financial details associated with a candidate's offer. This ensures transparency and accuracy in the billing and compensation structure.
    This only displays if you selected a
    Vendor Assignment
     of
    Independent Contractor
    .
    Pay Rate
    Enter the amount that will be paid directly to the worker or contractor for their services.
    This only displays if you selected a
    Vendor Assignment
     of
    Independent Contractor
    .
    Bill Rate
    Enter the amount the employer will be billed for the worker’s services.
    This only displays if you selected a
    Vendor Assignment
     of
    Independent Contractor
    .
    Markup
    This only displays if you selected a
    Vendor Assignment
     of
    Independent Contractor
    .
  6. Click
    Process & Notify Vendor
    .
If you selected a
Vendor Assignment
 of
Independent Contractor
 and you skipped profile creation, a task is created and the vendor is sent an email asking to apply the candidate.
If you selected a
Vendor Assignment
 of
Independent Contractor
 and you completed the profile during the intake process, the candidate is applied to the job.
If you selected a
Vendor Assignment
 of
Employed by Vendor
, an email is sent to the vendor asking to apply the candidate.