How to manage applicants
1. In Recruiting, navigate to Applicants.
2. In Applicants, you can view the list of applicants and details such as Job Posting, Date Applied, Status, and Phone.
If an applicant has provided a LinkedIn profile, click the LinkedIn icon to view it. To email an applicant, click the email icon. If you want to edit an applicant’s profile, click the three dots, and select Edit Applicant.
3. To manually add an applicant, click + Applicant.
Select the Position Name from the dropdown and fill in required fields such as the applicant's First Name, Last Name and Email. You can also fill in the applicant’s Phone, LinkedIn Profile, Country, Province/State, and City.
Next, select the applicant’s Preferred Language, and drag and drop or upload their Resume and Cover Letter. Click the dropdown and select the applicant’s Application Status. Once completed, click Submit. You’ll be redirected to the Applicants tab.
4. To find a specific applicant, click the Search icon, then enter their name in the search bar.
5. To filter applicants, click Filter. Select the application status you want to filter by, and click Apply filter. For more information on how to customize your application statuses to match your hiring process, please check out our How to manage your recruiting settings article.
How to assess an applicant
1. To review an applicant, click the applicant’s name.
2. At the top, you’ll see the applicant’s details such as their location, phone number, language, email address, and the applicant source.
3. You’ll also see four tabs: Resume, Comments, Job Posting Details and Attachments.
In the Resume tab, You'll see the applicant’s resume.
4. To view or add comments on the applicant, click Comments. To add a comment, fill in the comment box and click Send. Any change made to the applicant’s status is automatically added as a comment.
5. To view the job the applicant applied for, click Job Posting Details.
6. To manage the applicant’s documents, click Attachments. To add an attachment such as a cover letter, either drag and drop the file or click Select File to upload it. The applicant’s resume is automatically uploaded as an attachment here.
7. At the top right corner, you’ll see the application status of the applicant. Click the dropdown to view all application statuses. Click an application status to move the applicant through different stages of the hiring process.
8. If you want to hire the applicant, select Hired. Once you click Hired, the Onboard button is enabled for the applicant.
9. If you want to reject the applicant, select Rejected.
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