Manage Candidates Page (Early Adopter)

The Manage Candidates page provides a one-stop shop where recruiters can quickly and effectively assess and manage all their candidates through the hiring process.

Prior to the Manage Candidates page, recruiters had to navigate to various pages to manage their candidates (Manage Requisitions, Manage Applicants, etc.). Further, recruiters could only view candidates for one requisition at a time.

With the Manage Candidates, recruiters will be able to view all of their candidates across their requisitions in a single screen, eliminating the need to navigate to other pages in the system. Recruiters will also be able to search and filter to find specific candidates, as well as view their candidates on a mobile device.

To access the Manage Candidates page after enabling in Feature Activation Preferences, go to Recruit > Manage Candidates.

Actions from the More Drop-Down

See the following topics in Online Help for detailed information about the actions you can take on Manage Candidates from the More drop-down:

Change Status

The Change Status feature on Manage Candidates lets you change the status of one or more candidates across all your requisitions. All candidates can be changed to the same status at once, or you can select a status for each candidate individually.

See Manage Candidates - Change Status.

View Resume

You can view the resume and application information for one or more candidates at a time on the applicant carousel. You can also change a candidate's status from the applicant carousel.

See Manage Candidates - View Resume.

Configure Columns

The Customize Columns option lets you dictate which columns display on the page and the order in which they display.

Note: Edge integration packages can be displayed as unique columns. As of March 2020, non-Edge integrations such as HireRight cannot be displayed as columns on Manage Candidates.

To configure the columns:

  1. Click the Customize Columns option . This opens the Customize Columns flyout.
  2. Uncheck the box next to the columns you would like to hide.
    1. Suggested Action - This option can only be configured if the box for the Status column is checked. If the Status column is unchecked, the Suggested Action box is disabled on the Customize Columns flyout, and suggested actions will not appear on Manage Candidates.
  3. Click and drag columns into the order in which you would like them to appear.
    1. Suggested Action - This option cannot be ordered separately from the Status column.
  4. Check the Save As Default box to set this as your default view.
  5. Click Save.

Hidden columns will not appear for you on the page. Also, this only hides the columns for you and does not impact other users who view the page.

You can go back to viewing all columns on the page by clicking Reset at the top of the Customize Columns flyout.

Candidate Statuses Carousel

The total number of active candidates is displayed at the top of the page, along with the number of active candidates in each status. The statuses reflect all relevant candidates, based on the filters that have been applied.

Each status is clickable. When you click a status, the results update to show candidates who are in the selected the status.

By default, candidates in the Closed and Hired status do not display. You can view these candidates by toggling the Show only active candidates filter.

Each status has its own color bar. The color bar appears in the carousel, as well as in the Status column in the table. This can help to quickly identify a candidate's status in the table.

Search for Candidates

You can search for candidates by name, email address, phone number, and parsed resume keyword. Simply enter the search term(s) in the Search candidates and resume field and the page will update to only show candidates that match the search criteria.

Note: You cannot specify which field you are searching for (i.e., “First name = John”).

  • Searches are performed using a "starts with" method. This means that a search for "Art" will yield "Arthur" but not "Martin."
    • Names will be searched by first name and last name individually, meaning if I search for “John”, it will match a candidate “John Newton,” as well as “Sally Johnson”
    • Exception: Japanese or Chinese characters are searched using a "contains" method. This means that a search for "Art" would yield “Arthur” and "Martin" as a match.

Note: Anonymized New Submissions are not searchable by their anonymized data (name, email address, phone number). However, other data from their resume is searchable.

Search Suggestions

  • Name
  • Email Address
  • Phone Number
  • Job Title*
  • Education Details*
  • Skills*

*The resume fields that are available for keyword search may vary depending on which fields are mapped for the resume, as well as whether or not resume parsing is turned on in the application workflow.

Filters

You can decide which requisitions and statuses you would like to view on the Manage Candidates page by configuring the filters in the Filters panel.

Candidates Table

Manage Candidates displays candidates from all the requisitions you can access and that are within your permission constraints. By default, candidates are sorted by newest to oldest submission date. Up to 20 candidates display per page. Additional candidates can be viewed by clicking on the pagination controls at the bottom of the page.

Up to 10 pages of results can be viewed. To find candidates in groups that exceed the 10-page limit, narrow your search results by selecting specific requisitions or statuses or by doing a keyword search.