Recruiting: Requisitions Candidates Tab Overview

The Requisition Candidate's Tab is a pipeline search and management tool for your candidates in a specific requisition. You can sort, filter, and perform bulk actions on candidates. This tab allows a user to see all the candidates in this requisition and where they are in the recruiting process, and perform certain actions. In this article, we delve into all that is available on the requisition candidate tab.

In this article:
Navigating to the Tab
Recruiting Candidate's Tab Overview
Bulk Actions Explained
Additional Resources

Navigating to the Tab

1. From the main dashboard, navigate to the requisition by clicking Tools, then Recruiting.

    

2. Click the Candidates Tab.

    

Recruiting Candidate's Tab Overview

Below is everything that will be displayed in this tab and what actions can be performed. Keep in mind this candidate's tab is different from the Recruiting Candidates Tab, as this will only display candidates in the specific requisition selected.

Candidates Dropdown

The candidate's tab allows a user to see all the candidates in the system based on where they are in the recruiting process. The drop-down allows users to select between the following types:

• My Open Requisitions: This will display candidates in the requisitions for which a user is listed as the recruiter or hiring manager.
• All Candidates From All Requisitions: This option will only display for recruiters and will display all the candidates in all the requisitions.
• Select Requisition: A user can also select a specific requisition to see all the candidates.

Filters

Filters will allow you to filter candidates based on the following information: 

You can toggle on to only show candidates you are following. Last Action: Set a date for when the last action was taken. Tag: Filter between tags. Recruiter: Filter between the recruiters listed in the requisition. Hiring Manager: Filter between the hiring managers listed in the requisition. Hiring Stage: Filter between the workflow stages. Source: Filter between the sources that the candidate applied through. Office: Filter between the offices selected in the requisitions. Department: Filter between the departments selected in the requisitions. Role: Filter between the roles selected in the requisitions. Applied Date: Filter between the date the candidate applied. Grade: Filter between the grades selected for the candidates. Requisition Status: Filter between the requisition statuses.

Add Candidates

You can add candidates to the ClearCompany system. Activities such as networking, working with staffing agencies, and running job fairs may result in obtaining candidate information outside of your ClearCompany Recruiting tool.

1. Bulk Upload Using CSV File: This will allow you to simply organize your applicant information into a single spreadsheet (CSV, XLS, or XLSX) and upload the file to an existing requisition.
2. Via Manual Entry: This will allow you to add the candidate by filling out the fields manually.
3. By Uploading Resume(s): This will allow you to add the candidate uploading resume files into the system. The file cannot exceed the file size limit of 10 MB. Supported file types are .pdf, .doc, .docx, .rtf, .txt, .ascii, and .html.
4. By Emailing Resume(s): This will allow you to generate an email that candidates can email their resume. You can select one candidate or multiple.

To learn more, check out the articles below.

1. Add a Candidate
2. Import Candidate Data Using a Spreadsheet

Candidate Status Ribbon

You can see the candidates in the Specific Requisition and the status ribbon in this tab. Below are the statuses that are viewable.

1. Total Applicants
2. New Applicants
3. Screening
4. Interviewing
5. Offer
6. Hired
7. Dispositioned

Candidates Column

Click on column headers to sort your candidates list alpha-numerically. You can see the columns below:

 

1. Checkbox: This is used for performing bulk actions.
2. Grade: The candidate's grade, if they have one; if not, this will show a question mark.
3. Candidate Name: This displays the candidate's full name from the application.
4. Notice: This will display a notice if applicable. This is done by going to the candidate profile, clicking Actions, then Edit Candidate Profile. Under Notice, you can add Referral, Internal, or Vendor.
5. Hiring Stage: This refers to the hiring stage that they are currently in.
6. Requisition: The requisition the candidate applied for.
7. Hiring Manager: This refers to the hiring manager who is listed under the requisition.
8. Last Action: This refers to the date the last action was taken for this candidate.

Bulk Actions

When candidates are selected using the checkbox, you can perform bulk actions. The actions you can take are below.

 

Bulk Actions Explanation

Below are the options available for bulk candidates.

Reply

Reply will allow you to send an email to all the candidates selected. You can use a template, include any other colleagues, and include an attachment. You can also change the workflow and schedule when the email should be sent.

Send Text Message*

Send Text Message will allow you to send a text message to each candidate selected. The candidate will need to have a mobile number to receive the text message. If they have not opted in or have opted out, they will not receive the text message. The text messages will appear in each individual's profile under their mobile number. This option will only be an option if using ClearText. To learn more, refer to: Texting Candidates: Overview.

Share

Share will allow you to share candidate information with each of the recipients of your choosing.

Propose 1:1 Meeting Times

Propose Meeting Times will allow you to propose interview times to the candidates selected. You will have to select the number of times based on the number of candidates. You can select a screener, duration, scorecard, and how the interview will take place.

Send To

Send To provides the option to send the selected candidates to a Requisition or a Talent Community.

Onboard*

You have the option to bulk onboard the selected candidates, you can make adjustments to each packet by selecting a candidate and can make different selections to the Start Date and the Onboarding Packet to be used. This option will only be available if using ClearCompany Onboarding. To learn more, refer to: Introduction to Onboarding.

Grade

Grade will allow you to grade the selected candidates. The grade will appear in their candidate profile.

Decline

Decline will allow you to disposition candidates based on the disposition reasons listed in your hiring workflows.

Move Forward

Move Forward will allow you to move forward candidates between your hiring workflows. For example, Interviewing, Offer, or Hired.

Add Tags

Add tags to candidates in bulk. To learn more, refer to Tags Overview.

Additional Resources

Introduction: Recruiting with ClearCompany
Introduction to Job Postings