It’s quick and easy to add candidates to your platform who are from outside sources!
You can add a candidate on an individual basis, or upload a csv with multiple candidates and upload them all at once.
To upload a single candidate, just go to the participants tab within your job experience. Then click on the green ‘Add Participants’ button in the upper right.
Next, click on ‘Create from Scratch.’
Select the Role as ‘Contact,’ and proceed to fill in whatever information you have for the applicant, including a resume if you have one.
At the bottom of the form, select which stage at which you would like the candidate to be brought into the process, which job post you would like them to be associated with, and then whichever source applies best as for them.
Once all the relevant details have been given, just click the blue ‘Add Talent’ button at the bottom of the form.
Your applicant will immediately appear at the top of the list of participants. You can click on the candidate’s name to enter into their profile to proceed with adding notes, etc.
Bulk Candidate Loading:
If you would like upload multiple candidates at once, you can load them into a CSV file, with the columns matched to the following field names:
Once you have created your csv of candidates, go the Participant tab, select the green ‘Add Participant’ tab as previously shown, and then select ‘Import from .CSV’
You will be taken to the Import Talent page.
Once there, upload your csv file into the File Upload box.
Next, select the job Experience you would like the candidates added to, the stage at which you would like them to enter in the process, the job post with which you would like them to be associated, and the source of the applicant.
Once you have entered the relevant information, just click the green ‘Import Talent’ button at the bottom left of screen, and your candidates will be uploaded to your participants tab. You will find them listed at the top of your participants.
A third way to add applicants to your pipeline is using Apply Mail, which will allow you to add candidates via email using their resume attachments.
As before, go the Participant tab, select the green ‘Add Participant’ tab as previously shown, and then click on the link below the appropriate job post to which you would like them to be associated.
An email will open to which you can attach the resumes of the candidates you would like to upload into the platform.
Once you have attached the resume(s) of your candidate(s), just click send. Within approximately 5 minutes, you will find those candidates loaded at the top of your participants. They will be uploaded into the Applied stage, but you can change their stage once they are in the platform if you wish them to begin at a different stage in the process.
To learn more about Apply Mail, please check out our article here from our Help Center which goes into a bit more detail.