Audience
External
Displayed Description
Page Type
Article
Overview
Moving candidates from one Gem Project to another keeps your Projects organized as priorities change without losing the candidates you’ve already added to Gem.
Requirements
- You must have access to both the Project you’re transferring candidates from and the Project you’re transferring candidates to.
- The candidates you want to move must already be in the original Project.
Transfer candidates between Projects
To transfer candidates from one Project to another, follow these steps:
- Go to the Projects page in Gem.
- Select the Project you intend to transfer.
- Select the checkbox next to the candidates or prospects you wish to transfer to a different Project. You can also select all of the candidates by selecting the checkbox at the top of that section.
- Select the Add to Project button, then select the Project you want to transfer these candidates to from the dropdown.
- Select the Add to Project button.
The page updates with these candidates no longer listed in this Project.
Additional resources
Related articles
- Gem Projects Overview
- Create a Project in Gem
- Create and manage Project fields
- Sharing Gem Projects
- Import candidates and prospects to Gem Projects
Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at support@gem.com.