In the ATS header, the shortcut Add candidate + allows you to add a candidate, either manually or via their resumé. You also have the option to add a candidate via LinkedIn using the Folks ATS plugin.
Manual Addition
When adding a candidate manually, you will land in the candidate profile creation page.
- Under the Candidate section, complete the required information. Don’t forget to add your candidate’s resumé if you have it. You also have the option to send a Consent Request to the candidate. To do so, select a template and add the expiration date.
- Under the Contact section, add the candidate’s email and phone number(s).
- Under the Address section, it is important to validate with Google Maps so that geolocation works correctly.
- Under the Job section, select the source and the targeted position(s). The Targeted Position field is the positions for which the candidate is interested in. This is the list of positions in the Configuration panel.
- Under the Jobs section, you can add the candidate to an open position by clicking the + icon located under the Add column in the positions list.
Addition via CV and via LinkedIn
See Introduction to the resume analyser and LinkedIn Plugin.