Candidate Management
Learn to effectively manage the candidate relationship. Article topics include: candidates and opportunities, interviews, Easy Book, Fast Resume Review, stage changes, archiving opportunities, offers, and automation.
Candidates & Opportunities
- Understanding the difference between candidate profiles and opportunities
- Understanding the difference between origins and sources
- Filtering the candidate pipeline
- Searching the database for candidates
- Using advanced search and rediscovery
- Screening applicants using Fast Resume Review
Pipeline Management
- Keeping your pipeline organized and up-to-date
- Understanding pipeline stages
- Automatic stage progression in the Lead section of the pipeline
- Changing the stage of an opportunity
- Call-to-action buttons
- Using the bulk action toolbar
Archiving
Interviews
- Scheduling interviews
- Rescheduling interviews
- Creating and using Easy Book links
- Creating and using interview plans
- Best practices for using interview plans
- Scheduling interviews with Google Meet links (Google Workspace)