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ATS: Adding Candidates to a Job and Requesting Missing Information
ATS: Adding Candidates to a Job and Requesting Missing Information
Kristin Payne avatar
Written by Kristin Payne
Updated over a week ago

There are two ways to add candidates to a job: manually by pulling them in from the candidate list or creating them as a new candidate, and through self-apply. This article includes instructions on how to manually add candidates to a job, information on how candidates will self-apply, and how to request missing information from candidates.

This article does not include information on Agency apply. If you would like more information about agency apply, click here!

Manually Adding Candidates:

Click the Jobs icon on the left panel of your account

Click on the job title to go into the job

Click Add Manually

You can use the search bar to find a specific candidate or use the scroll bar to scroll through the list of candidates within your account.

A key feature of the ATS is the ability to filter candidates and easily pull them into your jobs. For example, you can filter by a candidate event like OCI. You will see a list of the different OCI events that your candidates have participated in and can select as many as you want. With a few clicks, you can have all of the candidates that you met with through OCI added to your jobs!

Once filtered, you will only see the candidates who participated in these particular event(s). You can select all of the filtered candidates by clicking "Select All" or you can select them individually.

Once you have your candidate(s) selected, click Next.

Then, select the source that you want to move each of your selected candidates into before adding them to the job.

You can change the source on a candidate-by-candidate basis:

Or, you can change their status in bulk by selecting from the dropdown below "Select Bulk Option":

Just like the source, you change the status for a specific candidate in the list.

You can also add or edit the automated email associated with this status in bulk or for a specific candidate.

Once you click Next, you will be asked to confirm your choices.

New Candidates

There may be candidates who do not already have an established profile within your account that you will need to create a profile for before you can add them to the job.

Click +New Candidate

You will then be prompted to provide the candidate's information.

Once you create the new candidate they will show within your list of candidates and are automatically selected to be added to the job.


There are two self-apply methods in which a candidate would be added to your job automatically when submitting their application. These two methods are from a job link that you can share with candidates or directly from your careers page.

Job Link:

From within your job there will be a Copy Job Link button at the top of the page. This is a link that you can share directly with a candidate where they can go to fill out the job application. Once they have submitted their application they will show as a candidate within the job.

Careers Page:

The careers page is where all of your current jobs can be found. The link to your careers page can be sent directly to a candidate or embedded into the firm’s website.

On the careers page candidates can search for, filter, and apply directly to jobs.

Request Missing Data

Once a candidate is in your job, if you are missing any application information or need them to review their application, you can easily do so with our newest update.

First, select the candidate you wish to request data from. This will open a slide-out on the right side of the screen. Select "Send a Request:

This will open up an editable email template, asking the student to update their application. Note that you can edit this email to include what, specifically, you'd like them to update or review:

If this candidate was submitted by an agency, the admin will have the ability to select if the update request is sent to the candidate or the agency contact:

Once the email is sent, the slide-out will update to reflect this:

From the candidate's view, the email will include a link to their application where they can review and change any aspect of what they have previously submitted, or information that has been submitted for them:

Once the candidate submits updates, the administrator that requested this information will receive an email notifying them of these changes.

The candidate's profile within the job will automatically update once these changes are submitted.

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