Available for the following plans: Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll
Available for the following HR plans: Standard, Premium, Platinum Available for the following user access levels: Admin

The Candidate Pool feature within the Recruitment module allows you to see all the people who have applied for your open roles, with the ability to filter this list by status and/or name. You can also use this feature to view the candidates profile and see details such as their phone number and resume and copy a candidate over to a different role.

Getting started

Add a new candidate

Click the Recruitment menu.
Click the Candidates tab.
Click the button.
Click the Open Candidate Profile button.
Click the New Candidate button.
Complete the following fields:
- Email.
- First name.
- Last name.
- Phone number.
- Attachments.
- Source:
  - Manual entry.
  - Referral:
    - Referrer first name.
    - Referrer last name.
    - Referrer work email.
Click the Create button.

Add a comment

Click the Recruitment menu.
Click the Candidates tab.
Click the button.
Click the Open Candidate Profile button.
Write the required comment and click the button.

Helpful Hint

Typing @ into the text field, followed by an employee's name, will tag that employee in the message. Messages do not have a limit on the number of employee tags, so there is no limit to how many employees it can include.

Add a custom tag

Helpful Hint

Only users on our platinum plan can use this feature.

Click the Recruitment menu.
Click the Candidates tab.
Click the button.
Click the Open Candidate Profile button.
Write the required tag in the Tags field and click the Create button.

Daily activity

View candidate profile

Click the Recruitment menu.
Click the Recruitment sub-menu tab.
Click the Candidates button.
Click on the candidate's name that you would like to view.
Their profile will display.
To see their answers to any screening questions, click Screening answers.
To see their uploaded documents, click Document preview.

Important

Currently, the Document preview feature only allows you to view PDFs. You can view other file types by clicking the Download hyperlink that appears.

Helpful Hint

If there are multiple documents uploaded, you can move between these using the Next and Previous buttons.

Filter displayed candidates

Click the Recruitment menu.
Click the Candidates tab.
You can refine the displayed roles by either:
- Using the following filters to change the displayed roles:
  - Status:
    - Show all.
    - Open roles.
    - Closed roles.
  - Disqualification reason:
    - Duplicate.
    - Location.
    - Work rights.
    - Salary expectations.
    - Lacking skills/qualifications.
    - Cultural fit.
    - Preferred another candidate.
    - Spam.
    - Offer rejected.
    - Unavailable.
    - Uninterested.
    - Screening answers.
    - Overqualified.
    - Blocked.
    - Unknown.
  - Tags.
- Using the Search field to find a specific candidate.

Onboard a candidate

Important

You can only onboard a candidate once you have moved them to the hired stage.

Click the Recruitment menu.
Click the Candidates tab.
Click the button.
Click the Open Candidate Profile button.
Click the Onboard button.

Helpful Hint

Once you click the Onboard button, the platform will re-direct you to the Employee Onboarding feature. To read further information on this feature, refer to the following article.

Move a candidate to the next stage

Click the Recruitment menu.
Click the Candidates tab.
Click the button.
Click the Open Candidate Profile button.
Click the Move To button.
Click on the stage where you need to move your candidate.
Click the Continue button.

Editing data

Copy a candidate

Important

Copying a candidate does not remove them from whichever job/stage/talent pool they’re currently in.

Click the Recruitment menu.
Click the Candidates tab.
Click the button.
Click the Move to job button.
Select the required role.
Select the status of the role. You can choose from:
- New.
- Hired.
- In review.
- Phone screen.
- Assessment.
- Interview.
- Background check.
- Offered.
Click the Save button.

Edit a comment

Click the Recruitment menu.
Click the Candidates tab.
Click the button.
Click the Open Candidate Profile button.
Click the button.
Click the Edit button.
Make the required changes and click the Save button.

Helpful Hint

Typing @ into the text field, followed by an employee's name, will tag that employee in the message. Messages do not have a limit on the number of employee tags, so there is no limit to how many employees it can include.

Removing data

Delete a comment

Click the Recruitment menu.
Click the Candidates tab.
Click the button.
Click the Open Candidate Profile button.
Click the button.
Click the Delete button.
Click the Delete button.

Delete a candidate

Click the Recruitment menu.
Click the Candidates tab.
Click the button.
Click the Delete the Candidate button.
Click the Delete button.

Explore related content:

Managing your organisations hiring processes: This feature covers how you can create a new hiring process and can customise it to suit your organisation's needs.
Managing your organisations job board integrations: This feature allows you to manage your connection to a Job Board, for example connecting to a new board.