Here’s how to get started:

  1. Click the Candidates drop-down menu in the left side bar.

  2. Click on Applicants.

  3. In the top-right of your screen, click on Add a Candidate.

  4. In the popup screen, click on either Upload PDF Resume or Add Manually to get started.

Once you get started, by either uploading a PDF file of the CV or not, you’ll then need to complete two additional steps to successfully set up a candidate profile within the system. Each of these steps, including the uploading of a CV, adds value to the candidate profile, making it more functional within the system.

These are the two steps of fields you’ll need to complete:

Personal info:

Here, you’ll need to fill out personal information about the candidate, including a first and last name, an email address, a location and a phone number. Whilst only a first and last name are required for the creation of a candidate profile, adding an email address is recommended as it gives the profile candidate relationship management functionality through email integration. Adding a phone number is just for you to have in case you need to get in contact with the candidate.

Common info:

Firstly, you’ll need to choose whether you’ll be adding the candidate to your talent pool, or assigning them to an active job. On that basis, you might need to use the drop-down menu of your active jobs to choose which job you’ll be assigning the candidate to.

Then, you can add a referrer to the candidate, mentioning where the candidate has been sourced from. This isn’t required, but it can come in handy for reports and analytics on your sources of candidates, and might be important information to consider during the hiring process (for example if a referral was made from a reputable employee).

Lastly, you can choose to either tick or leave empty the checkbox for if you would like to send an email notification to the candidate, and then get to add additional details for the candidate, which will be recorded in their profile.

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