Typically candidates will apply to your jobs through your jobs portal, however, there may be occasions when you need to manually add a candidate to a job.
Alternatively, you may have found a candidate you think may be a great fit for the role and want to reach out to them and track them like any other candidate through the application process before they’ve committed to formally applying.
It's important to ensure you have consent from the candidate to add them to your database.
Locate the job you wish to add the candidate to and click on the job title to open it.
Next, click the '+ Add Candidate' button:
You will then have 3 options of how to upload your candidates into the role.
Create from Form
Create form form allows you to use the candidates resume to complete the upload form, whilst still manually adding or editing information, prior to uploading the candidate.
You can upload the resume in the Resume/CV field, and then select "auto fill"
Which will then populate teh below form with the information from the resume
You can also upload answers to application questions, and custom application fields
Once completed, you can click on "create candidate" to uplad the candidate into the job.
It will show in the 'Application Source' section that the candidate was manually submitted by you.
Create from Resume/CV
If you click into the "Create from Resume/CV" tab in the Add candidates page, then you can drag and drop up to 20 resumes into the Upload Resumes/Cvs field, and click "create applications"
This will then create applications for each of the canddiates uplaodd, and populate their application with the data pulled from the uplaoded resume.
If a resume cannot be parsed or read for any reason, the uploading user will receive an email notification stating the candidates failed to be uploaded and the reasons for the failed upload.
Import Data using a CSV file
Importing candidates using a CSV upload allows you to upload the basic information in bulk for multiple candidates.
Resumes cannot be uploaded through this method, but it is often users for uploading candidates sourced elsewhere.
When you are in the "Add Candidates" page inside your job, click on "download template"
This will export the tailored CSV template for this job
Each job will have a different CSV import template tailored to the fields and questions included in the job. Please be sure to use the correct imprt template for the job you are uploading candidats into.
Complete the CSV file to the best of your ability - Names and email addresses will be mandatory in all jobs, however other fields will only be set as required, if also set as required in the job that you are uploading to.
Once your CSV file is completed, click on "Import data" in the top right of the page, and select the CSV file to upload.
If there are any validation errors at this stage then hey will show in detail on this screen.
Please note - CSV uploads should be in plain text only - Special characters and unnecessary punctuation can cause upload errors. please be mindful of
Hyphens in double barrelled names
Parentheses
Special characters such an Umlaut (ü) or Circumflex (ô)












