How do I reject or archive a candidate?

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Please note: In the coming months, we will be migrating all existing customers to our updated user interface and data model. Because of this, you may be viewing a help article that is not applicable to the version of Lever you are using! If your team began using Lever after July 15th, 2019, if you manage "opportunities" in Lever, or if the screenshots below do not match what you see in your account, please visit this article for information that is most applicable to you.

If a candidate is not hired, take a second to archive their profile and document why. Understanding why candidates aren’t progressing will help refine your recruiting practices. Plus, you never know when a candidate may resurface in the future!

In order to maintain quality data, first make sure that your team’s archive reasons are in order. If you’d like to rename, add, remove, or rearrange any of your reasons, fill out this form, and our support team will lend a hand!

Please note: The “Hired” archive reason cannot be deleted.

Now, let’s talk about all of the ways that you can use our archive functionality!

Archive an individual candidate profile

Anyone who can view a candidate profile can archive it. Archiving a candidate profile will archive all applications listed in the “Jobs” section of the profile. If you’re ready to do that, click the “Archive” button and select a reason.

In this dropdown menu, we’ve provided you with two options:

  1. Want to archive the profile and not email the candidate? Click “archive now” and you’re set.
  2. Prefer to archive the profile and email the candidate at the same time? Check the box next to the “Also send email to the candidate?” text, and click “next”.

Option 1

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Option 2

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After clicking “next”, we’ll show you an email editor, where you can select an email template, delay the email to be sent at a later date, and review the archive reason that you’re associating with the candidate.

ArchiveAndEmail_EmailEditor.png

Tip: The next time that you choose to archive a candidate from their profile, we’ll remember if you previously checked the “email” box. We’ll even auto-populate the email that you sent to the last candidate you archived!

Archiving specific applications from a candidate profile

Some candidates may be considered for multiple roles for a period of time. When you decide which role fits the candidate better, you can archive the applications that you are not evaluating the candidate for anymore.

In the “Jobs” section, to the right of the application you want to archive, click on the box icon and select an archive reason. This will only archive that specific application and leave the candidate’s remaining applications active!

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Once you've selected an archive reason from the dropdown, the application will remain on the profile, but will now be in an archived state. If you would like to un-archive the application, or backdate the archive date, simply click the gear icon.

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Accessing and unarchiving archived candidate profiles

View your archived candidates anytime by clicking on the Archive tab in your pipeline:

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On the candidate profile that you’d like to unarchive, click on the gray bar that lists the candidate’s archive reason at the top of their profile. From there, you can unarchive the candidate to an existing job application, a new job application, or without an application. After you make your selection, they will return to the stage they were in prior to being archived.

You can also unarchive many candidates at once from the Candidates list. Check the box next to the candidate names, click on the “v” button, and select “unarchive candidates” from the dropdown menu. This will unarchive the candidate profile and all applications on the profile.

Archive a candidate, but just for a while

Setting reminders to revisit a candidate in a few weeks or months is such a common workflow that Lever has an entire feature devoted to it. Learn more about snoozing candidates.

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