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How to Add a New Candidate Directly to the Interview Stage

Summary

 If you have the necessary permissions to access a job in the Hire Pipeline and schedule interviews, you can add a new candidate directly to the Interview stage. This process allows you to bypass the typical sequence, such as Candidate, Screening, and Offer stages. Once the candidate is added, you must schedule the interview, which will then trigger email notifications to the candidate and panel members. The candidate will be added to the Interview stage once the interview is confirmed.

In this article

  • Before You Begin
  • Step 1: Access the Interview Stage
  • Step 2: Add a New Candidate
  • Step 3: Select Interview Type
  • Step 4: Schedule the Interview
  • Step 5: Confirm the Interview and Add Candidate to Interview Stage

Before you begin

  • You must have the necessary permissions to access the Hire Pipeline and the job.
  • Ensure you have the required permissions to add candidates and schedule interviews. If you do not have these permissions, contact your system administrator.

Step 1. Access the Interview Stage

  1. Log in to your system.
  2. Navigate to the Hire Pipeline for the relevant job.
  3. Go to the Interview stage of the pipeline.

Step 2. Add a New Candidate

  1. In the Interview stage, click on the action button.
  2. From the dropdown menu, click on "Add Candidate".
  3. You will now have two options to add the candidate:
    • Search for the candidate in your system or database.
    • Upload a candidate's resume if they are not already in the system.

Step 3. Select Interview Type

  1. After adding the candidate, you will be prompted to select the interview type.
  2. Choose between two options:
    • Online Interview
    • Face-to-Face Interview

Step 4. Schedule the Interview

  1. Once the interview type is selected, you will proceed to the schedule interview section.
  2. Fill in the interview details.

Step 5.Confirm the Interview and Add Candidate to Interview Stage

  1. After completing the interview details, click Confirm to finalise the interview schedule.
  2. The candidate will now be added directly to the Interview stage.
  3. The interview details will be sent to both the candidate and the panel members.
Note: You cannot simply move the candidate to the Interview stage without scheduling an interview. Scheduling is mandatory when adding a new candidate directly to the Interview stage.

Frequently Asked Questions (FAQ)

1. How can I add a candidate directly to the Interview stage?

You can add a candidate directly to the Interview stage by navigating to the Interview stage in the Hire Pipeline, clicking the action button, and selecting "Add Candidate." You can then either search for the candidate or upload their resume.
 

2 . What happens after I add the candidate to the Interview stage?

After adding the candidate, you will need to select the interview type (Online or Face-to-Face), schedule the interview by filling in the interview details (date, time, email addresses), and then confirm the interview. The candidate will then be added to the Interview stage and email notifications will be sent to the candidate and the panel members.

3. Can I add a candidate to the Interview stage without scheduling an interview?

No, when adding a new candidate directly to the Interview stage, you are required to schedule an interview. The move action (without scheduling) is not available in this case.
 

4. Can I add a candidate directly into the Interview stage without scheduling?

No, adding a candidate to the Interview stage without scheduling an interview is only possible when they are already in another stage, such as Candidate, Screening, Interview, Offer, or Contract. You can only directly add candidates to the Interview stage through the "Add Candidate" option and schedule the interview.
 
 

5. Do I need permission to add a candidate to the Interview stage?

Yes, you must have the necessary permissions to access the job in the Hire Pipeline and the permission to add candidates and schedule interviews. If you do not have these permissions, contact your system administrator.

6. What happens if I don’t select an interview type or schedule the interview?

If you do not select the interview type or schedule the interview, the candidate cannot be added to the Interview stage. Scheduling the interview is a mandatory step when adding a candidate directly to the Interview stage.