This article explains how to add candidates to your account when they aren’t tied to a specific event or job. If you are an ATS customer, you have two options: upload a single candidate directly from the Candidates page, or bulk upload multiple candidates using a blank Webinar event. For non-ATS customers, you will need to add candidates using the Bulk Upload method.
Uploading Candidates in Bulk
Step 1: Create a blank Webinar event
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:
Step 2: Download the blank candidate template
Once you create the event, select "Manually Add Candidates":
Next, select "Download Template."
Step 3: Fill out the template
Input your candidates' name and email addresses. The phone number and LinkedIn are not required:
Export the completed file.
Step 4: Upload the file to your Webinar
Open up the webinar event you created to upload candidates, select "Manually Add Candidates" and upload the template that has the candidates' information in it.
Select "No" when prompted to request missing information:
Now, these candidates will be added to your account!
Uploading A Single Candidate
If you are an ATS customer, you can now create candidates directly from the candidate list page without that candidate being part of 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.
