The Add Candidate option was created to get candidates into the system in less than 30 seconds. This tab is typically used when mass sourcing has been done on a particular position and you want to get the candidate information into the system to show the work that you have been doing throughout your day. The faster you can get your candidates into HG the better off you will be, as all your data is tracked in real time!
Now that you have spent the time to find resumes and collect some basic information on the potential candidates it's time to do your first outreach to them. The Add Candidate option is a great place to log your first outreach to these potential candidates; especially if you are using the same form of outreach with the batch of candidates that you are entering. For example, Indeed will only give you an email address for candidates, and I have just found 30 great candidates that I need to reach out to. Unfortunately, I only have emails and will need to contact all 30 candidates via email. The Candidate Quick Entry tab is going to make this a simple and quick process.
First things first, have the information that you want to enter ready and available to you.
Once you have logged into HG and clicked on the Add Candidate button at the top right from your dashboard, you are ready to start entering your potential candidate.
Now its time to pick your details in regards to the position you are recruiting for.
Make your selections for your position by using the drop downs that are provided for you. You will only be able to view the positions and locations that you are currently working on, and that will help limit your options.
***PLEASE keep in mind if you entering multiple candidates for the same positions you are only going to need to make these selections in regards to the company one time, they will stay consistent as you continue to enter new candidates. ***
Client: The Company are you recruiting these candidates for.
Positions: Job title that is listed
Locations: Where is this position located? This field will also include the requisition number for this position.
Outbound Type: how am I reaching out to these candidates? (It was my first attempt to connect with the candidate so you should always record that as an outbound! I make an outreach to the candidate without connecting so we list that as an outbound)
Contact type: I only have an email so that is how I am going to reach out (Indeed only gives me emails so I had to send an email)
Source: This is a candidate that I directly sourced from Indeed. So I choose DR_INDEED (DR stands for direct sourced, if my candidates applied from Indeed it would choose Job Posting-Indeed)
Candidate Status: I send them a message to the candidate, so select Left Message (we have not connected yet)** Left Message is the default selection.
From this section, you are going to enter the information that is being asked regarding your candidate. This is the information you will have from your sourcing efforts. You may not have a phone number, or you may only have the phone number and not the email address. From the candidate quick entry tab that’s OK. None of the fields you see are mandatory.
Now I have two options, I can start entering my next entry by clicking the plus + sign at the bottom or I can simply upload the candidate's resume if I want to. You can do that by either searching for the resume or dragging and dropping it in. (You will have other opportunities to add resumes so it is not mandatory at this point.)
If you would like to save a resume at this point you will hit the Browse file button, and pick the the resume you want saved to that candidate's profile. If you are ready to move on just click on Add Candidate at the bottom.