Screening applicants using Fast Resume Review

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Lever's Fast Resume Review functionality allows you to efficiently screen applicants at the top of your talent funnel. With Fast Resume Review, you can review candidates' resumes and responses to application questions in a sprint-style sequence, taking swift action to either advance, archive, or skip opportunities as you go. Readers of this article will learn about:

How Fast Resume Review works

When candidates apply to a posting through your job site, their opportunity appears in the 'New Applicant' stage of the Applicant section in the pipeline. These opportunities make up the top of your inbound talent funnel and should be either advanced further down the pipeline or archived before they become stale. When viewing the opportunities in the 'New Applicant' stage of the pipeline, a banner will be visible above the opportunity list which you can use to initiate a Fast Resume Review session. The resume, candidate profile details, and responses to application questions for each opportunity in the 'New Applicant' stage of the pipeline will be organized in sequence. You can easily advance, archive, or skip each opportunity before moving to the next one in the sequence. Lever will give you the option to carry forward configurations as you take action with opportunities throughout the sequence, saving you even more time as you screen applications.

Using Fast Resume Review to review applicants

To review applicants using Fast Resume review:

  • Navigate to the Applicant section of the pipeline. Make sure you are viewing the entire pipeline section or have filtered for the 'New Applicant' stage.
    • If the 'New Applicant' stage is not captured in the your view of the pipeline, you will not be able to initiate a Fast Resume Review session.
    • Apply additional pipeline filters if you wish to narrow the pool of opportunities that will be included in the Fast Resume Review sequence. If your access roles allows you to see opportunities in the pipeline beyond those which you own, you may wish to apply the 'Owned by me' filter to the pipeline.
  • Click the Start Review button in the banner above the opportunity list.
    • This banner will not be visible if there are no opportunities in the 'New Applicant' stage of the pipeline or if individual opportunities are checked off in the opportunity list.

Close up of pipeline filtered to New Applicant stage; Fast Resume Review banner appears above opportunity list

  • Upon initiating a Fast Resume Review session, you will be shown the resume and candidate details for the oldest opportunity in the 'New Applicant' stage. Opportunities are organized in sequence from oldest to newest.
    • Opportunities that have not yet been associated with a posting (i.e. general opportunities) are not included in the sequence.
    • For candidates that apply via LinkedIn, their non-LinkedIn resume will be shown in the viewer if available.

Resume and candidate details in Fast Resume Review

  • To review the candidate's responses to the questions on your application form, click the Application Questions tab at the top of the viewer.

Candidate responses to application questions in Fast Resume Review

  • Click Add Note to attach any relevant notes to the opportunity.
    • Notes added in error to an opportunity can only be removed once you have exited the Fast Resume Review session.

Close up of note added via Add Note field in Fast Resume Review

  • Once you have reviewed the application and added any required notes, use the buttons at the top of the viewer to take one of the following actions:
    • Advance - select a stage to which to advance the opportunity and click Advance
      • If you check the 'Remember this for the next applicant' checkbox, the stage you have selected will be become the default selection for opportunities advanced later in the sequence (allowing you to advance subsequent opportunities with a single click).
      • This button may be disabled if there is a conflict with the opportunity you are viewing. Refer to the FAQ section at the bottom of this article for full details.

Stage selected in menu extending from Advance button in Fast Resume Review

    • Archive - select an archive reason and click Archive
      • If you check the 'Remember this for the next applicant' checkbox, the archive reason you have selected will be become the default selection for opportunities archived later in the sequence (allowing you to archive subsequent opportunities with a single click).
      • If you click the Archive + Email button, you can draft and send email to the candidate as part of the archiving action.
        • If you check the 'Remember email options for next candidate' checkbox in the email composition window, the email template, sender address and delay send configuration will become the default for opportunities archived later in the sequence (allowing you to archive opportunities and email associated candidates with a single click).
      • This button may be disabled if there is a conflict with the opportunity you are viewing. Refer to the FAQ section at the bottom of this article for full details.

Archive reason selected in menu extending from Archive button in Fast Resume Review

    • Skip - you will be moved to the resume and candidate details for the next opportunity in the sequence; the skipped opportunity will remain in the 'New Applicant' stage of the pipeline

 

If you make a mistake use the Undo button on the notification that appears in the lower-right corner of the screen after each action. This notification will remain on the screen until you take your next action in the sequence.

Action confirmation notification with Undo button

  • To exit the Fast Resume Review session at any point prior to reaching the end of the sequence, click the 'X' in the upper-right corner of the viewer.
  • Once you have taken action with each opportunity in the sequence, you will arrive at a celebration page on which you will find a tallies of opportunities that were advanced, archived, and skipped during the Fast Resume Review session. From here you can...
    • Click Email next to the tally of advanced candidates to compose and send them an email.
      • Candidates whose opportunities were advanced to the same stage during the Fast Resume Review section must receive the same email. We advise using auto-text tokens to personalize emails being sent to more than one candidate.
    • Click Back to Applicant List to return to the pipeline

Celebration page showing tallies of advanced, archived, and skipped opportunities.

Frequently asked questions

Under what circumstances would I be unable to advance or archive an opportunity that appears in a Fast Resume Review session?

The Advance and Archive buttons will become disabled for an opportunity under the following circumstances:

  • The opportunity was moved out of the 'New Applicant' stage by another user after you had initiated your Fast Resume Review session
  • The opportunity was archived by another user after you had initiated your Fast Resume Review session
  • The opportunity is associated with a candidate that has another active opportunity for which an offer has been generated
  • An upcoming interview has been scheduled with the candidate associated with the opportunity.
  • The opportunity is part of an active Nuture email campaign.
Why did my in-progress Fast Resume Review session end even though I did not close it?
Fast Resume Review sessions will automatically end after 5 minutes of inactivity in order to protect sensitive candidate information.
What happens if an applicant has no resume or their resume is an invalid file type?
The resume field in the viewer will be blank. However, you will still be able to see the applicant's details on their candidate profile as well as their responses to application questions.
Can I use keyboard shortcuts during a Fast Resume Review session?
You can use the right arrow key to skip to the next opportunity in the sequence.
Can I initiate a Fast Resume Review session for opportunities in other stages of the pipeline?
No. At this time, Fast Resume Review can only be used for opportunities in the 'New Applicant' stage of the pipeline. 
Will opportunities associated with confidential postings appear in the Fast Resume Review sequence?
Opportunities associated a confidential posting will only appear in the Fast Resume Review sequence if the user that initiates the session is on the access list for that confidential posting.
Why does the number of opportunities in the Fast Resume Review sequence not match the number of opportunities in the 'New Applicant' stage of the pipeline?
Opportunities that have not yet been associated with a posting (i.e. general opportunities) are excluded from the Fast Resume Review sequence.
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