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📄 Understand greytHR Recruit’s Overview page
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Recruit

Add candidates to job

Updated in October - 2024 | Subscribe to watch greytHR how-to video

As a recruiter admin, you can add candidates to job positions, facilitating the recruitment process. The Candidates page in the greytHR Recruit portal allows you to view all the candidates uploaded across various jobs and projects. 

Candidate Management

The Candidates page in greytHR Recruit centralizes all candidate data, enabling you to:

  • View uploaded candidates across jobs.

  • Search by name, email, and apply filters like Location, Experience, Skills, Tags, Source, and Added By.

How are candidates added to Recruit?

Candidates are added to Recruit when:

  1. A candidate applies directly for a job.

  2. An agency submits a candidate’s profile.

  3. Hiring team members manually add a candidate.

  4. Applications come in from jobs listed on the Career page.

  5. Listed staffing agencies submit candidates.

  6. Resumes arrive as applications to published jobs.

Add candidates to a job

To add a candidate to a job from the greytHR Admin portal, go to greytHR Recruit > Jobs. 

  1. Select the required job and click the selected job card. 

  2. Click +Add Candidates.

  3. Select the required candidate’s resume from your computer database. 

  4. Click Upload.

Note: 

  • To edit the candidate's profile, schedule an interview, and send a message click the Kebab icon on the candidate’s card.

  • Click Add Tag to add a tag.

  • Selecting the required candidate using the checkbox allows you to perform actions such as changing status, prescreening, creating and sending an offer document, sending a message, blacklisting, asking for feedback, and bookmarking the candidate.

Edit candidate’s information

To edit the candidate’s information from the greytHR Admin portal, go to greytHR Recruit > Candidates. 

  1. From the Candidate Pool list, select the required candidate and click the Edit icon available on the right side of the page.

  2. Click Save.

Understand a candidate’s profile

To understand the information on the candidate’s profile, from the greytHR Admin portal, go to Candidates > select the required candidate > click the Jobs tab available on the right side of the page and click ➡.  

Let us now explore each of these tabs:

  1. Profile Mapping: Displays matching skills from the candidate's resume and job description.

  2. Prescreening: Tracks conversations with Lisa (AI) during pre-screening, which can be initiated here. Recruiters can also chat with candidates and address queries.  

  3. Interviews: Lists interview details, including date, time, interviewer, and feedback status. Candidates can send reminders for feedback submission. 

  4. Offer: Displays offer-related tasks like creating, uploading, and sharing offer documents with candidates.

  5. Forms: Tracks assigned forms, their review status, and progress.

  6. Messages: Contains all messaging history. Recruiters can email candidates using pre-loaded or custom templates, keeping all messages private.

  7. CANDIDATE STATUS: Displays the candidate's current status and allows status updates via dropdown.

  8. Duplicates: Lists duplicate applications with details like source, job title, and submission time.

  9. Profile Details: This section displays details such as Application ID, Experience, Profile last updated, Sourced from, Added, and Attachments.

  10. Other Details: This section displays information such as Tags and Comments.

  11. Tags: Add private tags to categorize candidates and simplify searches.

  12. Comments: Add notes visible to others or mark them private. Notes can be edited or deleted.

  13. Custom Fields: This section allows companies to add custom fields to the candidate’s profile page. These fields are useful to capture job-specific information on each candidate's profile which might not be available on the resume. These fields are added at the overall organization level from the Candidate Fields section under Company settings on the Settings page. The visibility of these fields is set to either the Hiring team (for sensitive data) or to everyone. Users (recruiters) use this section to enter job-specific information after collecting it from the candidate.

Perform bulk actions on candidates

Performing bulk actions helps you speed up manual tasks, organize the candidate database, and enable faster recruiting. Bulk actions can be performed on candidates from:

  • Candidate listing under a given job

  • Candidates Page (overall talent pool)

Candidate listing under a given job

After selecting the candidate, the following are the key bulk actions:

  1. Send message: Send bulk messages using templates or custom drafts.

    1. From the greytHR Admin portal, go to greytHR Recruit > Jobs.

    2. Click the required job card and select the candidates by the candidate's name or by clicking Select All. 

    3. Select Send Message. The Compose a message pop-up appears with a pre-populate To field.
      Note: You can either compose your message or select an existing template using the Use a Template option.  

    4. Add the details and click Send.

  2. Initiate prescreening: Initiate automated prescreening through email/SMS.

    1. From the greytHR Admin portal, go to greytHR Recruit > Jobs.

    2. Select the candidates and then select Initiate prescreening.  The Prescreening tab on the Candidate Profile page shows the status as Candidate has been notified.  It also shows how long ago the pre-screening was initiated.

  3. Offer: Send offer documents in bulk.

    1. From the greytHR Admin portal, go to greytHR Recruit > Jobs.

    2. Select the candidates and click the Offer button available at the bottom of the page.

    3. Select the option Create Offer Document or Send Latest Offer Document as per your requirements.
      Note: 

      1. Create Offer Document option allows you to create the offer document using the templates and associated placeholders. 

      2. Send Latest Offer Document option allows you to send the approved offer documents in bulk to the selected candidates.

    4. If an offer document is not generated for a candidate or if the latest offer document approval is pending or rejected, then a message with the offer document is not sent to the candidate.

  4. Change Status: Update candidate status (Example: Prescreened, Interview Scheduled).

    1. From the greytHR Admin portal, go to greytHR Recruit > Jobs.

    2. Select the candidates and click Change Status to select the status. 

  5. Reject: Notify candidates of rejections with reasons.

    1. From the greytHR Admin portal, go to greytHR Recruit > Jobs.

    2. Click the required job card.

    3. Select the candidates and click the Reject button available at the bottom of the page.

    4. Add reason for rejection and Notify the Candidate.

  6. More: Select the More button available at the bottom of the page. A list opens displaying the following options:

    1. Share candidate info with external stakeholders.

    2. Bookmark or blacklist candidates.

    3. Request feedback or send application forms in bulk.

Candidates page (overall talent pool)

You can perform bulk actions on candidates from the Candidates page (across all jobs). Following are the bulk actions that you can perform after selecting the candidates: 

  1. Add to Job: Click Add to Job to add the selected candidates to the required job.

  2. Message: Click the Message icon to send messages to the selected candidates.

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