Working with the candidate database

Adding candidates to the database

You can add candidates in several ways:

• manually, by clicking the "Add" button and filling in the required fields in their profile;

• create a candidate profile by using the internal CV parser;

• to scan a candidate's profile using the AI Fox plugin;

Get more information about its capabilities in the "AI Fox" article.

• to receive automatic apply (through integration with job portals or from a career page);

Learn more about these capabilities in the articles "Integration of a vacancy with a job site" and "Career site".

• to add candidates in bulk (from a spreadsheet or resume archive);

• to import a candidate database from the Cleverstaff system (the "clever" option - spreadsheet + resume archive);

For more details on the import capabilities, refer to the article "Add the bulk of applicants’ profiles".

Searching and filtering candidates

In the "Candidates" section, you can find the necessary profiles by using search and filters (either a single filter or their combination).

When selecting multiple values within the same filter, the OR logic is applied - the results will include records that match at least one of the selected values.

When applying multiple different filters, the AND logic is applied - the results will include only records that meet the conditions of all selected filters.

Additionally, there is the option to select a specific field by which the search will be conducted. This allows for more precise search customization. This approach significantly simplifies finding the necessary information, ensuring accurate and relevant results.

The search is available based on the following criteria:

• name;

• contacts (phone number, email, LinkedIn, etc.);

• CV;

• education;

• technical background;

• work experience;

• responsibilities;

• description;

• additionally;

• comments;

• actions;

• custom fields with the types "Single-line text" and "A multi-line text".

Filters are available based on the following information:

• job opening status;

• job opening and job opening stages;

• tags;

• responsible recruiter;

• readiness to relocate;

• salary expectations;

• employment type;

• work experience;

• age;

• language proficiency and level;

• method and soirce of adding candidates to the job opening;

• candidate's gender;

• considering former/current employees or excluding them;

• date when candidate was created;

• offer status;

• presence in the Blacklist;

• by talent pool;

• сustom fields with the types "Number", "Single choice," and "Multiple choice".

Configuring columns in the candidate List

Customize your workspace to suit your needs: each user can now independently choose which data is displayed in the main candidate database table. This allows you to hide unnecessary information and bring the criteria that matter most to you to the forefront.

The list of available columns now includes:

• System fields (for example: Specialization, Salary, Vacancy, Job opening, City/Country, Experience, Updated, Job search status, Tags, AI Score, Languages, etc.);

• Custom fields that you have created yourself under “Settings” - “Candidate profile”.

You can not only select which fields to display, but also easily reorder the columns directly in the settings. Simply click and hold the six-dot icon to the right of the required field and drag it up or down to set the desired order in which the columns will appear from left to right in the table.

How to configure

1. Go to “Recruiting” - “Candidates” and click the settings (gear) icon in the top-right corner of the table.

2. In the “Displaying table fields” modal window, select the fields you want to see in the table and drag them into the desired order.

You can not only select which fields to display, but also easily reorder the columns directly in the settings. Simply click and hold the six-dot icon to the right of the required field and drag it up or down to set the desired order in which the columns will appear from left to right in the table.

3. Click “Apply” to save your personalized view of the candidate database.

Mass actions with candidates

After selecting the desired candidates from the list, you can perform bulk actions with them, such as:

• adding tags;

• adding to a job opening or bulk moving them to a specific stage of a job opening;

• assigning a responsible recruiter;

• bulk adding candidates to the talent pool;

• sending emails to candidates;

• deleting candidates;

After clicking the "Delete" button, the profiles will be removed from the system, and this action cannot be undone.

Blacklist

You can add candidates to the blacklist whom you have considered for a vacancy but have decided not to work with for some reason. Information about these candidates will remain in the system, but they will not be displayed in the general list of candidates.

To add a candidate to the blacklist, you can go to their profile and click the "Add to blacklist" button.