Adding candidates

Available for Roles Super Admin, Admin, Team Member, Limited Team Member
Permissions • View profiles and associated job postings
Packages LeverTRM, LeverTRM for Enterprise

This article covers adding a new candidate manually to your Lever environment. To learn about adding referrals, visit our help article on submitting referrals. To learn about importing multiple candidates at once, refer to our help article on bulk importing candidates

Note that Lever automatically prevents duplication of candidate profiles if a candidate applies to multiple postings with the same email address. However, when candidates are manually added to Lever it is still possible to inadvertently create duplicate profiles. For more information on managing duplicate candidates refer to our help article on merging duplicate candidate profiles

Adding new candidates

Adding a candidate will create a general opportunity and a new candidate profile. 

  • Click + Add Candidate button above the opportunity list

Arrow pointing to Add candidate button above opportunity list

Adding resumes

Add a resume by clicking on the + Add resume button or drag a document into the 'Upload resume' area. Lever’s resume parser will add information from the resume to the candidate summary including their candidate's name, organization, and contact details. For more information on adding resumes, refer to our help article on adding and deleting resumes

Candidate profile with box outlining add resume section

By default, the stage is set as 'New Lead', the Origin as 'Sourced', and the source tag as 'Added manually.' 

Candidate profile with source and via added manually highlighted

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