Skip to main content
English (Australia) English (United Kingdom) English (Malaysia) English (New Zealand) English (Singapore)

Manage job applicants and candidates for open roles

Updated

Available for the following plans: Employment Lite, Employment Unlimited
Available for the following HR plans: Standard, Premium, Platinum
Available for the following User Access level: Admin    

Hiring managers can use the Recruitment Management feature to manage the candidates who have applied for their open roles. The feature includes options to message a candidate, move a candidate to the next stage, and onboard a candidate. For information about how to manage job openings and the candidates who have applied for roles, refer to the following article:

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.
  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.
      • Profile
      • Education (optional).
      • Experience (optional).
      • Summary.
      • Sources:
        • Manual entry.
        • Referral:
          • Referrer first name.
          • Referrer last name.
          • Referrer work email.
      • Attachments.
  8. Click the Create button.
     
Add new candidates in bulk

Important

This bulk action is only available for users with a Platinum subscription plan.

  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.
  7. Upload the required files and click 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 pen icon.
  6. Make the required changes and click the Save button.

Message a candidate

  1. Click the Recruitment submenu.
  2. Click the Candidates tab.
  3. Click on Candidate's name.
  4. A window on the right opens automatically, scroll the cursor all the way down and click on the envelope icon to send a message to the candidate.
  5. Enter your message into the Message field.

  6. Click the Send Message button.

    Helpful Hint

    Further messages between you and the job applicant will now appear in this section.

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 pen icon.
  6. Make the required changes and click the 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 three dots button.
  6. Click the Block button.
  7. 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.
  8. 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 three dots button.
  6. Click the Unblock button.
  7. 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.
  8. 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 the platform.
Previous application. Shows someone that applied for more than one role in the same organizations 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 %.

Explore related content

Powered by Zendesk