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  4. Recruitment
  5. Managing Candidates
  6. Managing candidates in Stage View

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Adding and editing candidates in List View

Dominic Beckham
Updated
EH Content Team

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 level: Admin    

You can add candidates to an open role either manually or in bulk. For information about how to manage job openings and the candidates who have applied for roles, refer to the following articles:

Adding a candidate

Add a new candidate individually 
  1. Click the  Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the role that needs an individual candidate manually added.
  5. Click the   Add New Candidate button.
  6. Click the   Manually Add a Candidate button.
    screenshot of the open role, highlighting the add new candidate dropdown and manually ad a candidate buttons
  7. You can either:
    1. Upload a file to autofill the required fields.
    2. Fill out the following fields manually:
      • First name.
      • Last name.
      •  Email.
      • Phone number.
      • Address.
      • Country.
      • City.
      • Education.
      • Experience.
      • Summary.
      • Sources:
        • Manual entry.
        • Referral:
          • Referrer first name.
          • Referrer last name.
          • Referrer work email.
      • Attachments.
  8. Click the Create button.
    screenshot of the add a candidate popup, highlighting the create button
Add new candidates in bulk

Important

This bulk action is only available for users with HR classic Platinum and Employment Unlimited subscription plans.

  1. Click the  Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the role that needs multiple candidates manually added.
  5. Click the   Add New Candidate button.
  6. Click the   Bulk Upload CVs button.
    screenshot of the job role, highlighting the add a new candidate dropdown and bulk upload CVs buttons
  7. Upload the required files and click the Create button.
    screenshot of the add new candidates popup, highlighting the create button

Editing candidate data

Edit candidate information
  1. Click the  Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the role that needs candidate information edited.
  5. Click the   button.
    screenshot of the role page, highlighting the edit button for a candidate
  6. Make the required changes and click the Save button.
    screenshot of the edit candidate popup, highlighting the save button
Edit disqualification reason
  1. Click the  Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the role that needs a candidate disqualification reason edited.
  5. Click the   button.
    screenshot of the job role, highlighting the edit button for a candidate
  6. Make the required changes and click the Save button.
    screenshot of the edit candidate popup, highlighting the disqualification reason field and save button

Blocking and unblocking candidates

Block a candidate individually
  1. Click the  Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the role that needs a candidate blocked.
  5. Click the   button.
  6. Click the Block button.
    screenshot of the role, highlighting the three dots and block buttons for a candidate
  7. Click the Confirm button.
    screenshot of the block confirmation popup, where you need to click the confirm button
Block multiple candidates at once
  1. Click the  Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the role that needs candidates blocked.
  5. Select the users that need blocking.
  6. Click the Bulk Actions button.
  7. Click the Block button.
    screenshot of the hiring process, showing selected candidates and highlighting the bulk actions dropdown and block buttons
  8. Click the Confirm button.
    screenshot of the block confirmation popup, where you need to click the confirm button
Unblock a candidate individually
  1. Click the  Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the role that needs a candidate unblocked.
  5. Click the   button.
  6. Click the Unblock button.
    screenshot of the hiring process, highlighting the three dots and unblock buttons for a candidate
  7. Click the Confirm button.
    screenshot of the unblocking confirmation popup, where you need to click the confirm button
Unblock multiple candidates at once
  1. Click the  Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the role that needs candidates unblocked.
  5. Select the users that need unblocking.
  6. Click the Bulk Actions button.
  7. Click the Unblock button.
    screenshot of the job role page, showing the selected blocked candidates and highlighting the bulk actions dropdown and unblock buttons
  8. Click the Confirm button.
    screenshot of the unblock confirmation popup, where you need to click the confirm button

Further information

What happens when I block a candidate?
  • They can apply for other roles, but the platform will not show these applications.
  • We will automatically move these candidates to disqualified.
  • We will disable the ability to edit their email address, and to move them to a different stage.
  • We will stop users from receiving notifications from blocked candidates.
What do the tags next to candidates mean?
Blocked. Shows that you have blocked this user.
Duplicate. Shows someone who applied for the same role more than once from the same source and shares the same email address. We will only show this tag from the 30th of November 2022.
Onboarded. Shows that you have onboarded this user onto Employment Hero.
Previous application. Shows someone that applied for more than one role in the same organisations from the same or different sources and shares the same email address. We will only show this tag from the 30th of November 2022.
Referral. Shows that someone referred the candidate.
What will take precedence on a candidate's profile?

The hierarchy of the Screening questions % vs Candidate tags is that we will only show two max based on the following hierarchy: Candidate tags. Screening questions %.

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