Candidate Upload via External sources
Learn how to upload candidate resumes and manage those candidate profiles on Instahyre
To upload a resume or CV, navigate to the candidates page. Click on the + Add candidates button.
Select the job and the stage in which you want the uploaded profiles to show. By default, this will be set to the "Uploaded candidates" stage. You can either continue with this stage or select any other stage.
Then select the files/folder or drag and drop CVs from your computer into the Drag & Drop window. Supported file types are PDF and Word
Select the source or origin of these profiles being uploaded. For example, Linkedin, external agency or any other job board.
New Source can be added by clicking on the '+' icon or through the settings section explained in the article below.
Once our system parse the resumes, you can click on each candidate's name on the left sidebar to check the parsed information. If the information is incorrect, you can edit and save it.
You can also upload more resumes by clicking on "Click to upload more files".
Once you are done click on "Show Upload" and you can see the candidate profile. All the uploaded candidates move to a new hiring stage called "Uploaded Candidates"
You can upload as many CVs as you need, but larger batches will take longer to process so it's best to do it in batches of 100 or less.
It could happen that some or the other information on the candidate profile is missing. In that case there could be three possible scenarios
If the candidate name is missing a caution error will appear and you can add the name.
If candidate email is missing a caution error will appear and you can add the email. Then you can click on save and move ahead.
You can see all the imported candidates on the "Candidates page" and the sources from which they have been imported will be visible on the candidate card.
You can manage all the external sources in your settings dashboard.
To add a new source click on "Add new source"
Enter the source name and select the source type from the dropdown
Click on Save to add a new source.
Only Admins are allowed to manage source and source type by default. An Admin can disable this option to extend other team members to manage the source types.
You can also archive the candidate sources and use them later for future references. This way, if a source is linked to any candidates already, it stays intact. Plus, you can bring an archived source back if you need it later. For archiving a source type click on the archive option on each source type.
For viewing the active and archived sources use the dropdown menu.
You can unarchive the source if you think you need those candidates for hiring.
Uploading External Candidate Resumes
To upload a resume or CV, navigate to the candidates page. Click on the + Add candidates button.
Select the job and the stage in which you want the uploaded profiles to show. By default, this will be set to the "Uploaded candidates" stage. You can either continue with this stage or select any other stage.
Then select the files/folder or drag and drop CVs from your computer into the Drag & Drop window. Supported file types are PDF and Word
Select the source or origin of these profiles being uploaded. For example, Linkedin, external agency or any other job board.
New Source can be added by clicking on the '+' icon or through the settings section explained in the article below.
Once our system parse the resumes, you can click on each candidate's name on the left sidebar to check the parsed information. If the information is incorrect, you can edit and save it.
You can also upload more resumes by clicking on "Click to upload more files".
Once you are done click on "Show Upload" and you can see the candidate profile. All the uploaded candidates move to a new hiring stage called "Uploaded Candidates"
You can upload as many CVs as you need, but larger batches will take longer to process so it's best to do it in batches of 100 or less.
What happens when candidate information is missing?
It could happen that some or the other information on the candidate profile is missing. In that case there could be three possible scenarios
When candidate name is missing
If the candidate name is missing a caution error will appear and you can add the name.
When candidate email is missing
If candidate email is missing a caution error will appear and you can add the email. Then you can click on save and move ahead.
You can see all the imported candidates on the "Candidates page" and the sources from which they have been imported will be visible on the candidate card.
Adding new sources
You can manage all the external sources in your settings dashboard.
To add a new source click on "Add new source"
Enter the source name and select the source type from the dropdown
Click on Save to add a new source.
Only Admins are allowed to manage source and source type by default. An Admin can disable this option to extend other team members to manage the source types.
Archiving the source types
You can also archive the candidate sources and use them later for future references. This way, if a source is linked to any candidates already, it stays intact. Plus, you can bring an archived source back if you need it later. For archiving a source type click on the archive option on each source type.
For viewing the active and archived sources use the dropdown menu.
You can unarchive the source if you think you need those candidates for hiring.
Updated on: 29/03/2024
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