Candidate Management Overview
Navigate to Candidates to access your comprehensive candidate database. Here you’ll find all applicants across all your job postings in one organized location.Candidate Dashboard
Viewing All Candidates
Your candidate dashboard displays:- Complete Applicant List: All candidates across all jobs and companies
- Application Status: Current stage of each candidate
- Job Information: Which position they applied for
- Application Date: When they submitted their application
- Source Tracking: Which platform they came from
Search and Filter Options
Filtering Candidates
Filter by Status
Filter by Status
Available Status Options:
- New: Recently applied candidates
- Reviewing: Candidates under evaluation
- Interviewed: Candidates who completed interviews
- Hired: Successfully recruited candidates
- Rejected: Candidates not selected for the role
Advanced Search Capabilities
Search by Multiple Criteria:Candidate Information
- Job Title: Search by position applied for
- Email: Find specific candidates by email
- Phone: Search using phone numbers
- Source: Filter by application source platform
- Country: Filter by candidate location
Company Information
- Company Name: Filter by hiring company
- Company Domain: Search by company website
- Department: Filter by job department
Candidate Details
Viewing Candidate Information
Access Full Details:- Click on Candidate: Select any candidate from the list
- View Summary: See key information at a glance
- Click “Details”: Access comprehensive candidate profile
Available Candidate Information
Personal Information
Personal Information
Contact Details:
- Full name and profile photo
- Email address and phone number
- LinkedIn profile link
- Location/country information
Professional Information
Professional Information
Career Details:
- Current job title
- Years of experience (if requested)
- Salary expectations (if provided)
- Languages spoken (if applicable)
- Professional references (if requested)
Application Materials
Application Materials
Submitted Documents:
- CV/Resume download
- Cover letter (if provided)
- Responses to special questions
- Application timestamp and source
Candidate Status Management
Updating Candidate Status
Status Update Process:- Select Candidate: Click on the candidate you want to update
- Click “Update candidate”: Access the status change options
- Choose New Status: Select appropriate status from dropdown
- Save Changes: Confirm the status update
Status Change Benefits
Updating candidate status triggers appropriate automated follow-up emails (if enabled), keeping candidates informed throughout your hiring process.
- Hired: Sends congratulations and next steps
- Rejected: Sends professional rejection email
- Interview Scheduled: Includes calendar booking link
- Under Review: Sends acknowledgment of application review
Candidate Organization
Best Practices for Candidate Management
Workflow Optimization
Recommended Process:- Daily Review: Check new applications and update to “Reviewing”
- Quick Screening: Use search/filter to focus on priority candidates
- Status Updates: Move candidates through pipeline stages
- Documentation: Add notes or comments for team collaboration
- Follow-up: Let automation handle candidate communications
Integration with Other Features
AI Screening Integration
For Paid Plan Users:- Candidates are automatically screened upon application
- Access AI insights directly from candidate profiles
- Get screening recommendations without manual CV review
- Link to AI Screening dashboard for comprehensive analysis
Auto Follow-ups Integration
Automated Communication:- Status changes trigger appropriate emails
- Candidates receive professional updates automatically
- Interview scheduling links included when relevant
- Maintains consistent candidate experience
Candidate Privacy and Data
Data Security
All candidate information is securely stored and managed according to privacy regulations. Access is limited to authorized team members only.
Data Retention
Information Storage:- Candidate profiles remain accessible for hiring history
- Application materials stored securely
- Status history maintained for reference
- Export options available for data portability
Troubleshooting
Cannot Find Specific Candidate
Cannot Find Specific Candidate
Search Tips:
- Try partial name searches
- Use email or phone number if name is unclear
- Check all status filters - candidate might be in different stage
- Verify you’re searching across all companies if you have multiple
Status Update Not Working
Status Update Not Working
Common Solutions:
- Refresh the page and try again
- Check internet connection
- Ensure you have permission to update candidates
- Contact support if issue persists
Missing Candidate Information
Missing Candidate Information
Possible Causes:
- Candidate didn’t complete all required fields
- Application submitted before special questions were added
- Technical issue during application submission
- Check original application source for additional details
View Not Displaying Correctly
View Not Displaying Correctly
Display Issues:
- Try switching between Grid, List, and Kanban views
- Clear browser cache and refresh page
- Check browser compatibility (modern browsers recommended)
- Disable browser extensions that might interfere
Kanban View Not Available
Kanban View Not Available
Access Requirements:
- Kanban view requires paid plan (Starter, Pro, or Premium)
- Check your current subscription status
- Upgrade plan to access visual pipeline management
- Contact support if you have paid plan but cannot access Kanban
Reporting and Analytics
Candidate Insights
Available Metrics:- Total applications per job
- Source performance analysis
- Time-to-hire tracking
- Conversion rates by status
- Geographic distribution of candidates
Export Options
Data Export Features:- Export candidate lists to CSV
- Download individual CVs and documents
- Generate hiring reports
- Create sourcing performance summaries
- Export candidate match scores
- Download AI insights and recommendations
- Generate skills analysis reports
- Create interview preparation sheets
Next Steps
After organizing your candidates:- Set up AI Screening - Get automated candidate insights (paid plans)
- Configure Auto Follow-ups - Automate candidate communication
- Analyze Job Performance - Review which jobs and sources perform best