Track, Evaluate & Hire

Candidate Profile & Pipeline view

• Candidate profile in Pipeline View [Open Beta]
• What's new: Candidate profile in Pipeline View [Beta]
• Creating and using disqualification reasons
• Custom auto-tagging
• Using tags
• Using the Workable Inbox

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Candidates page

• Candidates page overview
• Performing bulk actions on the Candidates page
• How do I run an advanced/boolean search in the Candidates page?
• How do I see if a candidate has applied to multiple roles?

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Communicating with Candidates

• Emailing candidates overview
• Sending bulk emails to candidates
• Using communication templates

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Internal screening

• Moving candidates through the pipeline
• Reviewing and evaluating candidates
• Leaving an internal comment
• Restricting comment/email visibility

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Events/Interviews

• Setting your interview availability
• Scheduling events overview
• Self-scheduled events
• Using event description templates
• Enabling and using the Zoom integration

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Assessments & Video Interviews

• What is the difference between one-way and two-way video interviews?
• How do I send a video interview to a candidate?
• How do I send an assessment test to a candidate?

E-signature and offer documents

• How to plan for e-signature templates
• Setting up e-signature templates
• Limiting access to e-signature templates
• E-signature offer approval workflows
• Sending e-signature documents
• Custom e-signature document variables

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More Candidate Actions

• Collecting candidate info: what methods are available
• What is the best way to record reference check details?
• Deleting candidates
• Editing candidate profiles and information
• Sharing candidate profiles outside of Workable
• Snoozing candidates (setting follow up reminders)

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