Candidate Review - For Admins

Candidate Review makes it possible for you to more easily gather, customize, and share a candidate's documents, evaluations, and interview schedules.

Sharing candidate materials with Hiring Committees, practice group leads, and other stakeholders during reviews requires a lot of file sharing. You may have used Flo Recruit's Bulk PDF Download to generate packets of documents for this. Now, there's a streamlined, digital option that shares live-updated documents and evaluations via a link, instead of a download!

This feature is not included with the Applicant Tracking System. If you're interested in upgrading to the ATS or purchasing Candidate Review as its own separate add-on, please contact your Account Manager.

To use this tool, first click on the Candidate Review icon:

In addition to interviews and events, Candidate Review now allows you to create review packets directly from Jobs!

From the Candidate Review main page, you’ll now see a tab structure at the top of the screen. This separates review packets into two categories:

To create a candidate review, click on the + New Candidate Review button in the top right corner:

A modal will appear prompting you to choose the type of review you'd like to create. This will prompt you to:

Once these details are complete, click Next to continue. You’ll then see a list of candidates who have applied to the job(s) or attended the event or interviews that are selected. You can select specific candidates to include or move on without selecting any candidates (they can be added later). After your selections are complete, click Next to continue.

Tip: If you notice that you forgot to add one of your interview events, you can always click on Previous to be taken back to the previous menu:

In the next screen, there are four sections that you can include: Documents, Evaluations, Interview Schedules, and Additional Information. If you do not want to include one of these sections, simply switch the Enabled toggle to off:

Within the Documents section, you can decide not only which documents you wish to include, but also the order that you wish to see them in:

If you've selected to create the review from an interview or event, or added one to a review created from a job, the evaluations section includes all evaluation questions from the chosen interview/event. You can choose which questions to include and whether they are sorted by the question or the evaluator's name:

The Additional Information section allows you to include qualifying questions and or internal fields! You can select the specific questions and fields to include, and order them in the way you'd like:

You may also reorder each of these main sections, as desired.

Once done with your customizations, click on Finalize Candidate Review:

You will be prompted to either view this review or return to the Reviews List:

While viewing a specific review, there are a number of actions that you can perform. One is viewing the list of candidates. If voting has been enabled, you will be able to see an overview of votes from the candidate review's main page:

You have the ability to edit candidate reviews after they are created. To do so, select "Edit Review Items":

This will open up a modal where you can edit the candidate review. First, you can change the title or add or remove interviews from the candidate review:

If you choose to remove an interview or job that has already been added to the review, you will receive this popup letting you know that the correlated candidates will be removed:

After selecting Next or Confirm, you will be able to edit the candidates that this review will contain:

Lastly, you can edit the order of candidate materials before selecting "Finalize Candidate Review":

You also have the ability to delete the review, if no longer needed:

You can also add or remove candidates by clicking on the Edit Candidates button and either selecting or deselecting:

To view a particular candidate's review packet, click on their name:

From here, you will see everything organized according to your customizations. Below, you will see screenshot examples of what each of these sections might look like:

You can choose to hide or view each of these sections, as needed:

You can also scroll through the next candidates in the list:

If voting has been turned on, you can also view the individual votes cast by each member, as well as the comments that have been left by each member:

Note that once the member has left a vote or comment, admins can edit this information. However, this is only possible once the member has left a vote or comment and not before.

NOTE: For Job Candidate Reviews, if a candidate applied to multiple jobs included in the packet, they will appear in the table once for each job.

Additionally, each row in the table links to a separate page, even if the same candidate is listed more than once.

To share this review, click on the Copy Review Packet Link button:

You can also find this from the main Reviews List:

Last, but not least, note that you can sort your reviews from the Reviews List based on the arrows next to each column: