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Download Candidate Data

Summary

 The Download feature in the Candidate Pool allows users to export selected candidate data into an Excel file. This functionality is useful for offline review, reporting, or sharing candidate details outside of the system.

In this article

  •  Before you begin
  • Step 1: Access the Candidate Pool
  •  Step 2: Apply filters (optional)
  •  Step 3: Download the candidate data
  •  Step 4: Open the downloaded file
  •  Frequently Asked Questions (FAQ)

Before you begin

To download candidate data, you must have permission to access the Candidate Pool in the Hire module. This action is available to the Admin by default. If you do not have the necessary permissions, please contact your system administrator for assistance.

Step 1. Access the Candidate Pool

  1. Go to Hire > Candidate Pool
  2. The Candidate Pool page will display the list of candidates, including their application details and status

Step 2.Apply filters (optional)

  1. If you wish to download only a specific subset of candidates, apply filters first:
    • Hiring Stage (e.g. Interview, Rejected)
    • Source (e.g. Referral, Careers page)
    • Job (e.g. Software Engineer, Sales Representative)
    • Location (e.g. London, New York)
  2. Select the filters that suit your needs (you can apply multiple filters simultaneously)
  3. The candidate list will update based on the filters you have selected

Step 3. Download the candidate data

  1. Click on the Download icon (⤓) located at the top of the Candidate Pool table
  2. The system will generate an Excel file containing all visible candidate data
    • If filters are applied, only the candidates matching the filter criteria will be included in the file
  3. The download will begin automatically, and the Excel file will be saved to your device

Step 4.Open the downloaded file

  1. Navigate to your device’s default Downloads folder (or the location you’ve set for saving files)
  2. Open the Excel file to view and analyse the candidate data
  3. The file will include key information such as candidate names, contact details, job titles, hiring stages, and any additional fields currently visible in the Candidate Pool

Frequently Asked Questions (FAQ)

1.Will the download include all candidates in the pool?

 No, the download will only include the candidates that are visible on-screen based on any filters you've applied. If you want to download all candidates, make sure no filters are applied.
 

2 . What data is included in the downloaded Excel file?

The downloaded file will include all visible candidate details such as:
  • Personal information (name, email, contact details)
  • Job information (applied job, hiring stage, status)
  • Additional notes or tags (if displayed in the Candidate Pool)

3. Can I download candidate data without applying filters?

Yes, you can download the entire candidate pool without applying any filters. Just click Download after accessing the Candidate Pool to export all visible data.
 
 

4.How do I know if the download includes filtered candidates?

 If filters are applied, the Excel file will only contain the candidates who match those filter criteria. To confirm, check if the Download icon is visible after applying filters..
 
 

5. Can I download attachments or private notes with the candidate data?

No, attachments or private notes are not included in the downloaded Excel file. Only standard candidate data is exported.
 

6. Why isn't my download starting?

 If the download doesn't begin, check your browser's download settings or try refreshing the page. Ensure you have permission to download candidate data.