Managing Candidates

This section is designed to guide users through the various actions and tools available for handling candidates during the hiring process, primarily using the Progress Board. It encompasses every step from inviting candidates to reviewing their applications, scheduling appointments, evaluating their performance, and finalizing hiring decisions. The tools and features provided ensure an efficient, organized, and collaborative workflow for the hiring team, enabling you to streamline the recruitment process effectively.

Topics Covered

Invite Candidates

Learn how to invite potential candidates to apply for open positions through bulk outreach. This process involves creating targeted lists of candidates, sending personalized invitations, and tracking responses to ensure optimal engagement. Understand the steps to effectively use the system's features for managing candidate outreach and follow-up actions to maximize participation in your hiring process.

Applied Candidates

Understand how to manage candidates who have submitted their applications and view their details within the system. This section will cover navigating the application review process, assessing qualifications, and identifying top contenders. Gain insights into maintaining organized records for each candidate to streamline follow-up actions.

Review Candidate Details

Explore the Candidate Details view, where all relevant information about a candidate, including their application history and progress, is displayed. Familiarize yourself with the different sections available, such as evaluations, questionnaires, and assessment results, to comprehensively understand each candidate’s suitability for the role.

Move Candidates to Next Stage

Detailed instructions for progressing candidates through the hiring pipeline to the next stage are provided here. Understand the criteria for advancement and how to communicate decisions effectively to candidates. This ensures transparency in the hiring process and keeps candidates informed of their status.

Change Candidate Status

Guidelines on rejecting candidates or marking candidates as withdrawn if they choose to exit the hiring process voluntarily. Learn the importance of maintaining clear records of these status changes and how to communicate them respectfully to uphold a positive candidate experience.

Manage Appointments

Discover how to arrange, confirm, update, or cancel appointments with candidates, including phone screens, interviews, and onsite assessments. This section also covers tips for effective scheduling, reminders for both candidates and team members, and maintaining an organized calendar to prevent overlaps and ensure smooth coordination.

Review Candidate Submissions

A detailed look at how to review and evaluate candidate applications, questionnaires, and assessments. Learn about the evaluation criteria, how to provide constructive feedback, and best practices for documenting your observations to support decision-making during the hiring process.

Grade Open Questions

Learn how to manually grade open-ended responses provided by candidates in online assessments, requesting external revisions when needed. This section emphasizes the importance of fairness and consistency in grading, along with tips for providing valuable feedback to candidates to enhance their future performance.

Complete Evaluations

Guide on completing evaluation forms after interviews or onsite assessments to record structured feedback. Understand the various evaluation methods and their significance in creating a comprehensive candidate profile that reflects team insights and consensus on each candidate's fit for the role.

Manage Offers

Explore how to extend job offers to candidates and handle their responses, including acceptances and declines. This section covers crafting compelling offer letters, negotiating terms, and ensuring that candidates feel valued throughout the offer process to increase acceptance rates.

Emails, Notes, and Files

Discover the tools for communicating with candidates and collaborating with the team. This section provides insights into managing emails, sharing notes, and organizing files related to each candidate, ensuring that all team members have access to essential information for informed decision-making.

Compare Candidates

Understand how to use comparison tools to evaluate multiple candidates side by side for effective decision-making. Learn about the criteria for comparison and how to identify the strengths and weaknesses of candidates to facilitate a fair and thorough assessment process.

Vote for a Candidate

Learn how to cast votes for candidates as part of a team decision-making process during specific hiring stages. This section highlights the importance of collective input in evaluating candidates and reaching a consensus based on the team's diverse perspectives.

Conclusion

This section offers comprehensive guidance to ensure that managing candidates is seamless, collaborative, and tailored to meet your hiring goals. Each topic provides actionable steps and best practices to help you make informed decisions and enhance your recruitment process. By utilizing these tools effectively, you can foster a positive candidate experience and build a strong talent pipeline for your organization.