Candidates page overview

Access your full candidate database by clicking the Candidates tab in the top menu or running a search in the search field. On the Candidates page, you'll be able to find profiles for people who:

• Have applied for your jobs
• Have been uploaded/sourced to jobs
• Have been uploaded to Talent pool

You can run focused searches based on keywords or more filtering options like tags, candidate location, custom fields, and evaluations. You can also operate a variety of bulk actions depending on the job status and your permission. 

If you are an Admin user, you can search through all candidates in your account. Non-admin members will see only the candidates who belong to the jobs that they have access to. 

 

Candidate information

The candidate card will include the following information:

• Latest experience and education
• Location
• Stage (if disqualified, will be shown in red)
• Most recent evaluation score 
• Assessment icon (if an assessment is completed)
• Video interview icon (if a video interview is completed)
• Source
• Creation date

Click on the candidate tile to open their profile in a new tab. The blue dot next to a candidate's picture indicates that you haven't reviewed the candidate yet.  

View for multiple candidates 

When candidates are being considered for multiple jobs, they have a unique profile for each job. However, on the Candidates page, we will display by default the most recent profile (based on the creation date) from the candidate pool that a member can view. With the same logic, if you sort by the oldest creation date, we will display the oldest candidacy. 

The rest of the profiles will be nested under the 'Also in x other jobs' indication in chronological order. Other candidacies will be listed here even for jobs you are not on the hiring team, but in this case, the candidates will not be clickable. 

 

Candidate search

Before typing your search terms, we will display up to 5 recent searches if you wish to search for the same term. For a term to appear there, you must have clicked on OK/apply after having typed the term. A search is persisted in your browser.

Once you start typing, we will display the top 5 search results for quick access.

Click on Search to apply the search term on the Candidates page.

 

Filter your search

Refine your search results by using one or more of the available filters:

• Department: you can choose multiple departments

• Job: you can choose multiple jobs or groups of jobs (e.g. all your active jobs). Note: the last active date shown under the jobs is the date a job was last activated i.e. from draft to published or used internally/confidentially, from archived to unarchived.

• Stage: you can choose multiple stages. Note: if you have custom pipelines, then available for selection will be the reporting pipeline stages.

• Tags: you can choose multiple tags and define how their presence in the profile is handled:
  • All (works as the AND operator), i.e. all tags must be present in the profile
  • Any (works as the OR operator), i.e. any of the tags may be present in the profile
  • None (works as the NOT operator), i.e. tags must not be present in the profile

• Consideration: here you can choose to view only qualified or disqualified candidates 

• Saved only: enable the option to see Saved only candidates (the filter may be under 'More filters' depending on your screen size)

Under more filters: 

• Candidate location: taking into account multiple location sources: Resume, Application form, Social profiles, and IP
• Evaluation score: with the option to show only candidates with an evaluation for their current stage
• Creation date
• Custom fields

A tile will represent each filter. To remove one or more filters, click the x on the right of the tile. 

 

Sort your results

By default, candidates are sorted by creation date (most recent first) unless you run a keyword search, in which case they will be sorted based on relevance. You can change the sorting at your discretion based on your needs.

If you choose to view only disqualified candidates (under the Consideration filter), the sorting filter will be enriched with the option to sort by disqualification date (newest/oldest first).

 

Bulk actions

Select multiple candidate profiles (across jobs and stages) and perform bulk actions, including:

• Send email, including self-schedule links
• Send text
• Send Workable Video Interviews/Assessments
• Move to the next stage (the next stage for each candidate might be different)
• Copy to a job
• Move to a job
• Disqualify/revert candidates 
• Delete candidates
• Add tags (even if candidates are in archived jobs)

Which actions will be available at the toolbar depends on the user’s role and which actions are enabled based on the filters applied. While Super admins can perform all actions for Standard members this will depend on their role in a job.

For example, a standard member that has the role of the hiring manager in a job, and the role of the reviewer in another job, can perform all actions for candidates that are in the first job case but not for candidates in the second job case. 

👤 Click here for a detailed comparison of user permissions and what they can do. 

Bulk action status and report

After initiating the bulk action, you will be able to see a quick overview of all your actions, monitor their progress, and view your success rate via a notification widget.

Note: An action that has been completed more than 5 days ago, will be removed from the widget. If you choose to dismiss the widget by closing the tab, you won't have access to the actions that failed. 

Depending on the bulk action status you might see up to four statuses listed as:

• Succeeded: if performed on all candidates selected e.g. 100/100
• Failed: if the action couldn’t be performed on any of the selected candidates, due to errors e.g. 0/100
• Partially completed: if performed on some of the selected candidates, due to errors e.g. 90/100
• On hold: if for some of the selected candidates it wasn’t completed and the member has to review and decide how to proceed

View a detailed report for each bulk action by clicking on the View option against each listed action.

In the report you will be able to view:

• The total number of candidates this action was performed against
• The number of candidates successfully completed and the list of candidates with a link to each profile
• The number of candidates' actions that failed to be completed or are on hold, grouped by error with a link to each profile.

 

FAQs 

What will happen with the anonymized candidates?

Anonymized candidates will not be displayed if they are also considered for other jobs or if you filter by location (we anonymize the location as well). 

How can I sort candidates from the oldest to the newest? 

Candidates will be by default sorted based on the creation date with the newest candidates appearing first. To view the oldest first change the filter to Creation date: Oldest first.

How can I filter candidates by location?

Use the "More filters" option > Candidate location to enter one or multiple locations and filter candidates based on their location. Learn more here.