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Add candidates to a stage

Henrique Bittencourt
Updated

Add candidates to a stage

To invite candidates to participate in an on-demand or live interview, you begin by adding them to that stage within your job. When you add candidates to an:

  • On-demand stage, they are automatically invited to submit an on-demand stage.
  • Live stage, then depending on the scheduling options you selected when you defined the stage, you can either manually schedule their interview, or ask that they self-schedule their own interview date and time.

Once you add candidates, any user with the appropriate permissions and group access can view or edit their profile, or invite them to Hirevue interviews or assessments.

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To add candidates to an stage

  1. If you have not already done so, open the stage that you want to add candidates to.

    1. Click Jobs on the main Hirevue menu bar.
    2. On the Jobs page, click the job that you want to open. The job opens in the Job Summary view.
    3. On the Progress Bar, select the stage to which you want to add candidates.
  2. Click Add Candidate to Job.
  3. On the Add Candidate panel, verify the stage drop-down displays the correct stage. If not, select the stage that you want to add candidates to.

  4. Select the method that you want to use to add candidates:
     

    Enter New Candidate

    Select this option to enter candidates that have not yet been added to your application. When you add a candidate to this stage, then that candidate is added to both the Hirevue system, as well as this job and the specific interview stage.

    Enter or edit the following information, and then click Save & Close:

    Note: Some applications contain custom fields configured by your system administrator not listed here. For questions about fields specific to your client application, contact your system administrator.

    First Name/Last Name (required)

    Candidate name used to identify the candidate in the application. This name is also used to address the candidate in system-generated emails.

    Email (required)

    Email address of the candidate. A candidate's email address is their unique identifier, and can only be used once in the application.

    Contact Information

    (For example, Phone, Mobile Phone, Address, City, State/Province/Region, ZIP, and Country). This is the contact information for the candidate. Once defined, this information is only visible from the Candidate dashboard and candidate profiles. You can also export this information to a spreadsheet using the Export function.

    LinkedIn Profile URL

    URL of the candidate's LinkedIn profile. The URL must be entered as a valid link (for example: https://www.linkedin.com/in/profilename).

    Upload File

    Use this option to quickly upload multiple candidates to the job and to send out simultaneous on-demand interview requests.

    To use this option, click Upload file, and then follow the on-screen directions to download and edit the template, and then upload it back into the interview stage.

    If the file contains errors, a message appears with a summary report. The summary report guides you through a line-by-line analysis of the errors so you can correct your file and upload the spreadsheet again.

    Select From List

    Select one or more candidates that already exist in your application and that you have the correct permissions to view.

    You can scroll through the list to locate the candidate by name, or use the search filter to locate a candidate by candidate information or assigned recruiter.

    Select the candidates that you want to add, and then click Add Candidate.

    Self-register

    Generate a link or text code that you can share with candidates, enabling them to self-register for an on-demand video, voice, or text interview.

  1. If you added a candidate to a live interview stage that is configured for manual scheduling, a message appears asking if you want to schedule now or later. If you select:
    • No, Later, then you return to the interview stage view.
    • Yes, Schedule Now, then the Schedule Interview page opens, where you can manually schedule the candidate interview.