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how-to

Create 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.

Recruiter, Manager7 minVerified September 2, 2026

Candidate creation supports manual entry and resume-assisted review. Resume extraction fills empty fields but the recruiter remains responsible for reviewing the information before the record is created.

Add a candidate

  1. 01

    Open Talent and select Add Candidate

    If the page reports that candidate creation access is required, ask an owner to grant Create candidate permission.

  2. 02

    Choose manual or resume-assisted entry

    Enter the candidate manually, or drop a PDF or DOCX resume into the upload area. Resume upload accepts files up to 5 MB when your account has Upload resume access.

  3. 03

    Review identity and contact information

    Confirm the candidate's name and any available email, phone, address, city, state, and ZIP information. A usable full name is required to create the record.

  4. 04

    Complete recruiting details

    Add work authorization, relocation preference, languages, profession, specialties, candidate type, availability, pay expectations, referral source, experience, and location when known.

  5. 05

    Resolve resume review issues

    When using resume extraction, review confidence and possible duplicates. Complete or remove blank employer and education entries before saving.

  6. 06

    Create the candidate

    Submit the form. InferOwl creates the record, uploads the resume when applicable, and returns you to Talent. A candidate created from an email can return to that linked conversation.

Review before saving

Treat extracted resume content as a draft. Confirm identity, contact details, employment history, education, and specialty information against the source document before creating the candidate.

Troubleshooting

The page says Candidate creation access required.

Likely cause: Your effective permissions do not include Create candidate.

Ask an owner to grant Create candidate access, then reopen the page.

The resume is rejected before processing.

Likely cause: The file is empty, larger than 5 MB, or not a PDF or DOCX document.

Choose a non-empty PDF or DOCX file no larger than 5 MB and try again.

The candidate was created but the resume or email link failed.

Likely cause: The follow-up upload or conversation-link step failed after record creation.

Read the message carefully and retry from the same form so InferOwl can finish the remaining step without creating another candidate.