A company may receive applications from many candidates once when a vacancy is been published. Sometimes a company could receive so many job applications that it becomes extremely difficult to track down the candidates. This task is highly time-consuming and tedious for the HR department. In order to resolve this concern, OrangeHRM has come up with a feature that helps the user to track down candidates with ease. This feature can be very helpful when shortlisting candidates.
Once you have posted a job for a particular vacancy in the system, the system facilitates the addition of candidates for the vacancy that has been created. It is possible to add candidates for the created vacancy by navigating to the candidate list from, Recruitment -> Candidates
Step 1- Click the " Add Candidate" Icon in the candidate list to create a new candidate. Then the Add Candidate Screen appears.
When a user needs to keep offline records of the candidate's list, by clicking the "CSV" icon in the top right corner, it is possible to download the list to CSV format.
Step 2 - Complete the form by adding the required details of the candidate and click Save.
How to Manage Candidates with Bulk Actions
Step 3: Browse through the list of candidates and select the ones you want to take action on. You can do this by checking the box next to each candidate’s name, allowing you to select multiple candidates at once. Once you’ve selected the candidates, an Action Icon will automatically appear. This icon indicates that bulk actions are available for the selected candidates.
Step 4: After the Action Icon appears, click on it. A drop-down menu will be displayed, allowing you to choose the action you want to apply to the selected candidates. From the drop-down menu, you can choose actions like Shortlist, Reject, Archive, or Delete.
Step 5: After selecting an action, a confirmation prompt may appear. Review the details and confirm the action to apply it to the selected candidates.
How to filter candidates
Step 6 - To filter candidates based on a set of criteria, use the Filter option (which is positioned towards the top right-hand corner) in the candidate list. The Filter Candidates Screen appears.
Step 7 - Complete the following fields to define the desired search criteria.
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Filter |
Description |
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Search Text |
Search based on text available in the candidate profile. |
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Candidate |
Search by the candidate's name |
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Job Title |
Search for candidates who have applied for a specific job title. If additional sections are added in the vacancy application form, when selecting the job title the user can filter the candidates based on the options they have selected.
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Job Vacancy |
Search for candidates who have applied for a specific job vacancy. |
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Date Applied |
Search based on the date the candidate submitted their application. |
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Active Vacancies Only |
Search only for candidates who have applied for open vacancies. The user needs to click the checkbox to enable this option. |
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Search Inside Resume |
Using the text specified above, search inside the resume. Ex: If the user wants to filter Microsoft-certified candidates, add the keyword "Microsoft certified" and narrow down the CVs based on that. |
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Show Active Candidates |
This option is enabled by default. Once the "Archived Candidates Only" is enabled, it is possible to switch off this option. |
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Archived Candidates Only |
Search only for candidates whose information has been stored for future use. For example; a company may store the information of a candidate so that they can call them if a vacancy arises in the future. |
Candidate Quick Filter
If a vacancy has been enabled by best match rules upon filtering the candidates from the vacancy, the Hiring manager can easily perform actions by clicking the best match rules option.
Step 8 - Click the "Add Best Match Rule" to create rules to select the most suitable individual for the vacancy.
Step 9 - Add the section name
Step 10 - Select the questions by clicking the "?" icon.
Step 11 - Select the condition and the options as shown below.
How to download candidate's info
OrangeHRM facilitates to download of the candidate’s application form as a PDF document for offline purposes without having to access the system. It is possible to download the candidate's Resume and Application Form and also compare the candidate with the other candidates in that specific stage.
Download application form
Step 12 - Click the download option
After the user has downloaded the candidate's application form it will be shown as follows including all the details of the candidate.
Compare with other candidates
Step 13 - Click the compare candidate option.