Managing Candidates
Everything to do with the management of candidates.
By Ryan and 5 others6 authors78 articles
- How do I set up and review candidate surveys in Pinpoint?Configure Pinpoint to automatically survey candidates and review the results for valuable insights.
- How does Anonymized Screening work?Assess applicants based on their experience, skills, and qualifications by removing identity details
- How do I share a job link from Pinpoint?Easily share job links on Pinpoint via URL, social media, QR code or custom link.
- What is the Candidate Star Rating and how can I apply it to candidates?Apply a 5-star scale rating to candidates for a quick and easy evaluation.
- Candidate Skills
- How do I block a candidate?Blocking a Candidate
- How can I merge candidates?A quick way to ensure all applications submitted by the same candidate are under the same candidate record.
- Move or Copy a candidate to another jobThis guide outlines the steps to either Move a candidate's application to another job, or Copy their current application to another job.
- How do I send a Reference Check?
- Who can see and manage Reference Checks?
- How to Use Dynamic Reference ValidationAutomatically validate that candidates provide employment or education references covering a specific time period (e.g., “the last 3 years”) instead of just a fixed number of references.
- Task ManagerThe Task Manager lets anyone on your team create, assign, and track action items throughout the hiring process.
- How does Pinpoint handle candidate language preferences and email templates?
- How to Add a Rejected Candidate to Your Talent Pipeline
- How do I view a Candidate's profile?Access a candidate's profile to get all the context you need to inform your hiring decision.
- How can I use tags to organize and analyze candidate data?Organize your candidate data by creating custom tags and use them to gain insight and make better hiring decisions.
- How can I view other applications if a candidate has applied for multiple jobs?Easily view other applications from a candidate who has applied for multiple jobs.
- How do I review Candidates in Pinpoint?Use Queuing and Compare views to View candidates quicker and more effectively
- How do I use the Candidate Comparison View?Easily compare the details of multiple candidates side by side in Pinpoint's Candidate Comparison view.
- How do I view a candidate's application form?Locate and click the candidate's name to view their application form.
- Why didn't I receive an email notification when a candidate applied for a job?Make sure to communicate with recruiters when they manually add candidates to avoid missing application notifications.
- How is the Candidate Summary Generated?Learn how Pinpoint automatically generates a summary of a candidate's experience and qualifications based on their uploaded CV.
- How can I search for a specific candidate?Use the search bar in 'All Candidates' to find a specific candidate's profile.
- How can I collect a candidate's gender pronouns?Enable the Gender Pronouns section in your Equality Monitoring options to collect and display pronouns in a candidate's profile.
- How can I request missing information from a candidate?Request missing information from a candidate in Pinpoint.
- How do I comment on a candidate's application?Easily record your observations or leave a general note on a candidate's application for audit or collaboration purposes.
- Can I upload a CV to an existing application?Add a CV to an existing application by clicking the 'Résumé' tab and selecting a .pdf or .docx file.
- How can I delete a candidate from a Job or Talent Pipeline?Permanently remove a candidate from the system in just a few clicks.
- How do I block duplicate candidates from applying?Prevent applicants from applying to the same role more than once in Pinpoint.
- How do I unmerge/split two merged candidates?
- Pinpoint's Advanced SearchLearn how to take advantage of Pinpoint's advanced search feature to help you find your candidates within Pinpoint.
- Board View
- How do I save a Candidate Search?
- Radius Search
- How do I export applications to PDF?Share applications in a standard format outside of Pinpoint.
- How do I manage CVs in Pinpoint, including deleting and uploading new ones?
- How can permissions in Pinpoint be managed to control access to sensitive information and candidate details?
- How do I create a Hiring Workflow?Define the separate stages in the hiring process that you want for any given job vacancy in Pinpoint.
- How do I edit a stage in a hiring workflow?Easily customize your hiring workflows by editing individual stages.
- Can we prevent an application from being submitted based on answers to questions in the application form?Create a seamless candidate experience and easily approach suitable applicants for future vacancies.
- How can I move a candidate to the next stage in the hiring workflow?Easily move candidates between stages in the hiring process to streamline your workflow.
- Will a candidate receive an email notification when they are moved to a different interview stage?Learn whether candidates are emailed automatically
- Will a candidate be sent an email when I reject them?Candidates will not receive an automatic rejection email when moved to the 'Rejected' stage in the Hiring Workflow.
- How do I create and send an offer?Submit offer letters to candidates and track their response within Pinpoint's offer management feature.
- How do I add a Question Set to a Hiring Workflow Stage?
- Hiring Workflow Stage Groups
- How is the Edit Hiring Workflow page structured?Understand your options for editing Hiring Workflows to suit your needs.
- How can I use stage actions in my hiring process?This guide will take you through how to create and use stage actions effectively to automate your hiring process.
- How do I send a Candidate a PDF to sign?
- How to Use Stage Actions for Integration PluginsStage actions allow you to automatically trigger integration plugin actions when a candidate enters a specific job stage. This helps remove manual steps and ensures integrations run consistently at the…
- How do I manually add a Candidate to a Job?Easily add a candidate to a job manually and track their application process.
- How can I add multiple candidates in bulk?Bulk upload using one of 3 methods: manually entering candidate data, uploading a spreadsheet, or dropping in multiple resumes.
- How can I identify candidates added manually?Candidates manually added to the pipeline can be identified by the 'Source' field on their candidate page.
- Will a manually added candidate be emailed automatically?Manually added candidates will not be automatically emailed or notified.
- Can I collect Diversity & Inclusion information for manually-added candidates?Collect demographic information from candidates manually added to Pinpoint by sending them a demographic survey.
- What is the Talent Pipeline?Learn how to gather and nurture talent for future positions and invite candidates to apply when positions become available.
- How do I add a candidate to the Talent Pipeline from a Job?Easily add candidates to your Talent Pipeline for future vacancies and keep them engaged.
- What email does a candidate receive when they are added to our talent pipeline?Get information about the email candidates receive when added to the talent pipeline.
- What does the Talent Pipeline Invite email look like?See the email that is sent to candidates inviting them to join your talent pipeline and how they can confirm their participation.
- How can I schedule an interview for a Talent Pipeline candidate?Configure the interview process for Talent Pipeline Candidates and send interview invitations.
- How do I reject a candidate from inside a job?How to more candidates to the rejected stage
- How do I remove the "Register Your Interest" button?Prevent Speculative Applications from being added to the Talent Pipeline
- Talent Pipeline Pools
- How do I create and edit Scorecards?Create structured and standardized assessments for candidates using Scorecards.
- ScorecardsLearn how to effectively fill in and review scorecards for candidates in Pinpoint to create a structured and objective selection process.
- Email Template: Introducing ScorecardsAn email template for you to use to introduce scorecards
- How do I email a candidate?Easily email one or multiple candidates at various stages in the hiring workflow using pre-built templates and dynamic variables.
- Can I send an ad-hoc email to a candidate?Send an ad-hoc email to a candidate without it being part of an interview email.
- Can I view emails from candidates in Pinpoint?View a complete timeline of emails back and forth with the candidate in Pinpoint.
- How do I create and send SMS text messages to candidates?Communicate with candidates, keep them engaged, and ensure they have everything they need ahead of an interview
- What Are Email Templates?Learn about email templates
- How do I Create, Edit, or Delete Email Templates?Save time by creating and customizing reusable email templates.
- What options do I have for Date Formats in Pinpoint?
- Sending Emails from a No-Reply Addresssend transactional emails from a no-reply address, giving your hiring team greater control over candidate communications.
- Does Pinpoint send automatic emails to candidates when a job is closed?
- What do 'sending', 'opened' and 'clicked' mean in the candidate messages tab?
- Why don’t my templates appear in Pinpoint when sending emails?