Add candidates and manage the hiring pipeline

What this does

Add a candidate to an open role, review their application, record stage decisions, and complete hiring after offer acceptance.

Before you start

Have an Open role in Current Openings. Saving a candidate directly requires a mobile number and uploaded resume; Save as Draft permits those fields to be incomplete.

Steps

1. From Candidates, select Add Candidate. Choose the Job Opening, enter candidate details, upload a PDF, DOC, or DOCX resume, then select Save Candidate or Save as Draft.
2. Open the candidate profile and select Edit to update contact or professional details. Select Move Stage to review or advance the application. Choose a later workflow stage to skip intervening stages; a skip requires a reason and comments. A 1–5 candidate rating is required for every move. This is the implemented shortlisting mechanism; there is no separate Shortlist button or status. More Actions also provides Put On Hold, Reject Candidate, Candidate Withdrew, and Reactivate Candidate; enter the required reason.
3. Use the configured Discussion stage for an HR discussion; it is a workflow stage, not a separate HR discussion tool. Schedule and record interview outcomes using Interviews. A candidate resume can be viewed on the profile; employee document verification is handled after hiring in Onboarding.
4. When the application is at its offer stage, select Review Offer. After acceptance is recorded, open More Actions, choose Mark as Hired, provide the required reason, and confirm.

Result

The candidate profile records stage activity and status. Hiring requires an accepted offer; it creates and links the employee record and onboarding checklist. Continue with Onboarding.

Related/Next guide: Prepare, send, and record an offer.