Candidates
Candidates are individuals applying for positions at your organization. Manage their profiles, documents, and track their application journey.
Each candidate profile contains:
Contact information, source details, and notes about the candidate.
All positions the candidate has applied for, with status and interview progress.
Resumes, cover letters, portfolios, and other uploaded files.
Previous AI analysis results for this candidate.
Run a new AI screening analysis on the candidate's documents.
Onboarding checklist for candidates who have been hired.
- Navigate to Candidates from the sidebar
- Click the "New Candidate" button
- Fill in the candidate information:
- First name and last name (required)
- Email address (required, must be unique)
- Phone number
- Location
- Source (e.g., LinkedIn, Indeed, Referral)
- Source URL (link to their profile)
- Notes
- Click "Create Candidate" to save
You can upload multiple candidates at once using a CSV file:
- Click the "Bulk Upload" button on the Candidates page
- Download the CSV template
- Fill in candidate data in the template
- Upload the completed CSV file
- Review and confirm the import
CSV Template Columns:
Upload and manage documents for each candidate:
The candidate's CV or resume
Application cover letter
Work samples or portfolio
Any other relevant documents
Tip: Documents are used by the AI screening feature to analyze candidates. Upload resumes for the most accurate AI analysis results.
Find candidates quickly using the filter options:
- Name search - Search by first or last name
- Email search - Search by email address
- Position filter - Show candidates who applied for specific positions
- Always include a valid email address - it's the unique identifier
- Upload the candidate's resume for AI screening to work effectively
- Record the source to track which channels bring the best candidates
- Use notes to record initial impressions or important details
- Create applications after adding a candidate to link them to positions