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How to Add a New Candidate Directly to the Screening Stage

Summary

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

In this article

  • Before You Begin
  • Step 1: Access the Screening Stage
  • Step 2: Add a New Candidate
  • Step 3: Enter Screening Details
  • Step 4: Schedule the Screening
  • Step 5: Confirm the Screening and Add Candidate to Screening 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 screenings. If you do not have these permissions, contact your system administrator.

Step 1. Access the Screening Stage

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

Step 2. Add a New Candidate

  1. In the Screening 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.Enter Screening Details

  1. After adding the candidate, you will be prompted to enter the screening details.
  2. Fill in the necessary information for the screening, such as screening date, time, and the details of the screening process.

Step 4. Schedule the Screening

  1. Once the screening details are entered, proceed to the schedule screening section.
  2. Ensure all relevant details are filled in for the screening, including date, time, and email addresses of the interviewer(s).

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

  1. After completing the screening details, click Confirm to finalise the screening schedule.
  2. The candidate will now be added directly to the Screening stage.
  3. The screening details will be sent to the candidate and the interviewer(s).
  4. Note: You cannot simply move the candidate to the Screening stage without scheduling a screening. Scheduling is mandatory when adding a new candidate directly to the Screening stage.

    Frequently Asked Questions (FAQ)

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

    You can add a candidate directly to the Screening stage by navigating to the Screening 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 Screening stage?

    After adding the candidate, you will need to enter the screening details (such as date, time, and process details), then schedule the screening. The candidate will be added to the Screening stage once the screening is confirmed, and email notifications will be sent to the candidate and interviewer(s).

    3. Can I add a candidate to the Screening stage without scheduling a screening?

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

    4. Do I need permission to add a candidate to the Screening stage?

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

    5. What happens if I don’t select screening details or schedule the screening?

    If you do not enter the screening details or schedule the screening, the candidate cannot be added to the Screening stage. Scheduling the screening is a mandatory step when adding a candidate directly to the Screening stage.