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Add a candidate

Add someone by hand, with or without a job, and attach a CV.

You can add a candidate yourself, for example someone who was referred to you. Put them forward for a job, or keep them in the talent pool for later.

Who can do this

Owners, admins and members. Viewers do not see the Add Candidate button.

Steps

  1. Open Recruitment and choose Candidates.
  2. Click Add Candidate. The Add a candidate form opens.
  3. Fill in Full name (required). You can also add Email, Phone, Headline, Location, Skills (separate them with commas) and Source.
  4. Choose a Job, or leave it at No job yet.
    • With no job, the person goes into the talent pool as Available. They do not appear on the board until you add them to a job.
    • With a job, the form shows For this application. Here you can add a Cover note, a CV link and a CV file (PDF, up to 5 MB).
  5. Click Save.

If someone with the same email is already on file, Recruitment does not add them twice. With a job, it adds the application to the person you already have.

Common problems

  • Enter the candidate's name. The name is required.
  • Enter an email address like [email protected].
  • Without an email, this person can't be matched if they apply online later. This is advice, not an error. You can still save.
  • Pick a job to attach a CV. A CV file can only be added with a job.
  • Choose a PDF file. Only PDF files can be uploaded.
  • This file is … Choose one under 5 MB.
  • Enter a link that starts with https:// The CV link must be a web address.
  • List at most 20 skills. Or Keep each skill to 40 characters or fewer.
  • Only an open or paused job can take a new application. Only open and paused jobs are offered in Job.
  • … has already applied for … Nothing was changed. This person already has an application for that job.
  • CV files cannot be uploaded right now. Add the candidate without the file, or try again later. Nothing was saved. Save again without the file, or try later.
  • The CV could not be attached. The candidate and application were saved, but not the file.