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Create a candidate ​

This article covers: New Candidate.

Before you start ​

  • Access. You need access to Recruitment > Candidates. If you do not see it in the menu, ask your administrator for the role that covers this area.

Steps ​

  1. Open Recruitment > Candidates.

  2. Select New Candidate.

  3. In the window New Candidate fill in the fields below.

    The window
FieldWhat it means and what to enter
First NameThe name people see for the record.
Last NameThe name people see for the record.
Preferred NameThe name people see for the record.
GenderType the gender.
Primary EmailAn email address.
Primary MobileA phone number with the country code.
Professional HeadlineType the professional headline.
Professional SummaryType the professional summary.
Total Experience (Years)Type the total experience (years).
Current EmployerType the current employer.
Current Job TitleType the current job title.
Expected CompensationType the expected compensation.
Notice Period (Days)Type the notice period (days).
SourceChoose one: Career Site, Job Board, Employee Referral, Agency, Social Media, Direct, Recruiter, Talent Pool, Import, Event....
  1. Select Save Candidate.

The window closes and the table shows the result.

If something does not work ​

  • The button "New Candidate" is missing. You do not have the permission, or the page is not in your menu. See Access above.
  • A list in the window is empty. The records it picks from do not exist yet.
  • The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.