Candidates - ATS


Review a Candidate


  1. Navigate to Candidates
  2. Select a candidate
  3. First tab presents Candidate Information
    • Candidate Personal Information: Information the candidate enters on their application; type into the fields to edit
      • First Name
      • Middle Name
      • Last Name
      • Email
        • Note: This will be the employee's username and password when they first log in.
        • Note: This email will be used to send system-generated emails.
      • Phone
      • Address
      • City
      • State
      • Zip
      • Select Save to save changes
    • Rating Summary: Overall Rating is set to the assessment score by default
      • Note: Select stars to override the default.
      • Note: Below the Overall Rating is a set of stars for each person you have routed to. If the hiring manager has not responded, the rating will be grey. If the hiring manager has responded their rating will be filled in with orange stars.
    • Credit Report: Allows you to run their credit report
      • Note: This setting can be turned on under Settings.
    • Candidate Scores: Scores the candidate receives from filling out the assessment section at the end of the application
      • Note: You must add supplemental questions before you post the requisition in order for the candidates to be scored.
    • Account Information: Basic information about when the candidate applied and when they were last viewed
    • Status:
      • Candidate Status: Disposition of the candidate
      • Candidate Source: Source of candidate application origin
    • Candidate Group: Add candidates to groups
  4. Second tab is Resources
    • Note: Shows you documents that the candidate has uploaded with their application. At any time, a candidate can upload additional documents. Administrators also have the option to upload attachments as well. You can drag-and-drop or select the file, choose resource type, and then click Upload
  5. Third tab is Activity
    • All Activities: All information
    • Log: Audit trail of all changes 
      • Note: These are all notes from administrators and hiring managers.
    • Email: Emails the candidate receives
    • Application: All the positions the candidate has applied to
    • Add New Note: View information to add new notes in our article View, Edit, and Add Candidate Notes.
    • Note: Select Include All Requisitions to include all information from all the candidate's requisitions. 
  6. Fourth tab is Routing
    • Note: You can click Route Candidate to route the candidate to multiple hiring managers.
      • Select the hiring managers and the resources
      • Enter routing notes to give instructions to the hiring managers.
  7. Fifth tab is Interviews
    • Note: A list of all the interviews that are scheduled for the candidate.
  8. Sixth tab is Justifacts
    • Note: You may not have access to this tab.

Routing Back to the Administrator

  • On the main tab, after you open a candidate, the section for Your Evaluation holds routing information.
  • Admin Notes are instructions the administrator sends to you. The rating is where you put in your rating. Just click the stars to save your rating.
  • When you are ready to send your response back to the administrator, type in the notes section and click Submit. The Submit button will become enabled once you have entered in some notes.
  • Resources: If the Administrator has routed resources with the candidate's application, you will see those documents. Click the file name to download the resource.
  • Activity: This is where you will see all notes on the candidate. If an administrator has shared additional notes with you, you will see those here. You may also enter an unlimited number of notes for yourself here as well.
    • Disclaimer: Any notes you enter are visible to the administer.

I'd Like to Request an Enhancement

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