Creating a Webinar Event for Bulk Candidate Uploads

Looking to add candidates from an external event or your old ATS into a job? You're in the right place! This article will cover how you can add new candidates to a job, using a common workaround. It will also walk through how to upload one-off candidates to the candidate page as well for ATS customers.

Create a webinar event by selecting "Add Event" from your events page:

Select "Outreach Event" and then click Create Event:

Then select "Webinar" and click Create Event:

Fill out all required information in the event, you can set the event date and registration deadlines to be at any time.

Make sure all emails are turned off:

Once you create the event, select "Manually Add Candidates":

Next, select "Download Template":

Next, open this export.

From your old ATS or list of candidates from previous events, enter the candidate's information into the template. You only need their first name, last name, and email address:

Download this template!

Open up the webinar event you created to upload candidates, select "Manually Add Candidates" and upload the template that has the candidate's information in it.

Select "No" when prompted to request missing information:

Now, you're ready to pull these candidates into your job!

In your job, select "Add Candidates", and then select "Filters" in the modal:

Add the following filter with your upload event name to see only candidates that are in your candidate upload:

Bulk select the candidates in the list by selecting the top check box and then continue to add the candidates as normal! (Here is our help article on adding candidates to jobs)

Congratulations - you did it!

If you are an ATS customer and would rather upload an individual candidate instead of bulk uploading a group of candidates, you can now accomplish this directly from the Candidates Page without needing to link them to a job, interview, or event!

To start, you will visit the Candidates Page and click the + New Candidate button.

This will present a modal allowing you to create a candidate with as much or as little information as is available. The only fields that are required to create a candidate are First Name and Last Name. Email is no longer required.

As part of creating a candidate, you can capture information about them in the form of qualifying questions. One or more questions can be selected from the organization's list and answers provided on behalf of the candidate.

You can also add notes about the candidate during the creation process.

Once the ‘Create Candidate’ button is selected, the record is created and you have the option to view the candidate profile or create a new candidate record.