Candidate Management
Article topics include: candidates and opportunities, interviews, Fast Resume Review, stage changes, archiving opportunities, requisitions, offers, and automation workflows.
Candidates & Opportunities
- Understanding the difference between candidate profiles and opportunities
- Searching the database for candidates
- Using advanced search and rediscovery
- Screening applicants using Fast Resume Review
- Adding new opportunities to existing candidate profiles
- Merging duplicate candidate profiles
Pipeline Management
- 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
- Filtering candidates by last interaction
Archiving
Interviews
- Scheduling interviews
- Creating and using Easy Book links
- Creating and using interview plans
- Scheduling interviews with Google Meet links (Google Workspace)
- Scheduling and rescheduling interviews (Office 365)
- Rescheduling interviews
Offers
Automation Workflows
- Creating and managing automation workflows
- Automation workflow recipes
- Automation workflows: Setting up email automations
- Automation workflows: Setting up referral notifications
- Automation workflows: Setting up automation for hired opportunities
- Automation Trigger: Application form submitted