Documentation
Candidates, jobs, and pipeline
Work with candidate and job records, review matches, and track progress through the job pipeline.
6 published guidesShowing 1–6
- how toCreate a candidate record
Add a candidate manually or start from a PDF or DOCX resume, review the information, and save the record to the Talent workspace.
- tutorialImport candidates in bulk
Import candidate records from resumes or a spreadsheet, review duplicates and validation issues, and commit only records that are ready.
- how toManage candidate documents
Request, upload, review, version, and track candidate resumes, credentials, compliance files, and submission-package documents.
- how toCreate a job
Create an incomplete job as a draft or open a complete job for recruiting, with client, role, schedule, rate, and candidate requirements.
- tutorialMove candidates through a job pipeline
Review a job's candidate pipeline, complete required preflight information, and move an application to its next allowed stage.
- tutorialMatch candidates to jobs
Open a job’s matching workspace, review criteria and evidence, record feedback, and add a candidate to the pipeline after checking the required context.