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Create and manage company candidates
Create and manage company candidates

Learn how to manage candidates on the company level

Updated over a week ago

With Recruit, you can effortlessly create and post vacancies on job portals, review candidates in a centralized database, and engage HR managers and employees in hiring.

Create a candidate

You can create a candidate in the system by uploading the CV, manually and by using PeopleForce Prospector.

Upload from CV

  1. Click the Add candidate button and choose to upload a CV from your computer.

  2. The system automatically extracts key details from the CV, such as references, contact information, skills, gender, birth year, and desired salary— except for the first and last name, which you need to enter manually.

Manual addition

Manually add candidates who contact you directly. In the Candidates tab, click Add a candidate > Add manually, complete the required fields with available information, and click Save to create their profile.

Add a candidate using PeopleForce Prospector plugin

  1. Add candidates from LinkedIn, job websites, and other sources.

  2. The plugin parses candidate information, allowing seamless addition to the desired vacancy with automatic information filling.

Access the candidate base

All candidates across the company are efficiently stored in one place - the Candidates tab. Here, you can view all candidates added to the system. The table displays the following data:

  • Full name: The candidate's full name.

  • Evaluation: After the interview, the candidate is given a score, as recorded in the scorecards by all interview collaborators.

  • Application: The vacancy the candidate applied for, along with their current stage in the pipeline.

  • Added: The date the candidate was added to the system.

  • Recently contacted: The date of the candidate's last interaction, which can include various actions:

    • Sending a letter: The date of the most recent email communication.

    • Sending an offer: The date the candidate was last sent a job offer.

    • Interview: The date of the candidate's most recent interview.

    • Manual edit: If a user manually updates the Recently contacted field, it reflects the date of this manual edit.

Filter candidate's data

In the Candidates tab, utilize the provided filters for a tailored search:

  • Filter options:

    • Last name, email, skills, experience, desired position, source, tags, salary, and the individual who added the candidate.

    • Additional filters include the specific vacancy the candidate participated in and the time when the candidate was added.

  • Customizable filters: These filters are versatile and can be combined to refine your search, ensuring you find the candidates that match your criteria effectively.

Export data

You can export all candidate's data in Excel and CSV formats by clicking the three dots icon. The file will contain the list of all candidates for a certain vacancy with information about candidates' full name, email, number, desired salary, links, etc.

🪄 Tip: Filter the data to export specific information. For example, you can filter and export data for all candidates for a certain vacancy.

Use bulk actions through the candidate database

You can now select multiple candidates from the database and perform bulk actions like sending emails to share new vacancies or updates, adding or removing tags to organize candidates, and assigning them to relevant job openings, request GDPR consent, etc.

  1. In the Candidates tab within the platform, use the checkboxes to select candidates, either individually or by selecting all on the current page.

  2. After making your selection, use the bottom action bar to send emails, manage tags, or assign candidates to vacancies.

Configure the access rights

Administrators can customize access rights to the different functions of the Recruit module in the Roles and permissions. Follow these simple steps:

  1. Go to the settings and locate the Roles and permissions section.

  2. Select the role you want to customize and click on it.

  3. In the role editing window, scroll down to the Recruit section.

  4. Enable the specific rights and permissions you want to grant to this role within the Recruit module.

  5. Once you've configured the access rights, save the settings.

After saving the settings, users with the corresponding role can perform specific actions across your company.

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