This article provides a comprehensive guide on the different methods for adding candidates to a requisition within the Recruitment module. Understanding these functionalities allows you to efficiently manage your talent pool and ensure all potential candidates are considered for a role.

Use this option to add a brand new candidate to the requisition

1. Navigate to Recruitment → Requisitions and select the relevant requisition.

2. Go to the Candidates tab within the requisition.

3. Click the Add Candidate button.

4. From the dropdown menu, select New Candidate.

5. A pop-up window will appear. Fill in the candidate's First Name, Last Name, Email Address and any other relevant details.

6. You can also attach their resume at this stage by clicking Upload a file.

7. Select Create to add the new candidate to the requisition and the talent pool.

Use this option to add a candidate who already exists in your system to a new requisition.

1. Navigate to Recruitment → Requisitions and select the relevant requisition.

2. Go to the Candidates tab.

3. Click the Add Candidate button.

4. From the dropdown menu, select From Talent Pool.

5. A search window will appear. You can search for the candidate by Name or Email.

6. Once you have located the correct candidate, select the Add next to their name.

7. The candidate will now be associated with the new role.

📝

This option will only be applicable to external candidates.

1. Navigate to your main list of all candidates by going to Administration → Recruitment → Candidates.

2. Use the search and filter options to find the candidate you want to add to the role. You can typically search by name, email, or keywords.

3. In the row with the candidate's name, find and click on the Actions menu. This is often represented by three dots or a small gear icon.

4. From the dropdown list that appears, select Add to Requisition.

5. A new window or list will appear, prompting you to select the specific requisition you want to assign them to. Find and choose the correct job title from the list to complete the process. The candidate will now appear in that requisition's talent pipeline.

This method is ideal for when you want to find an existing employee and add them to the requisition via the Talent Pool functionality should they not exist in the Talent Pool.

1. Navigate to Recruitment → Talent Search

2. Use the search bar to find the employee you have in mind by typing their name.

3. From the results, select the Add to Pool option and ensure you choose the associated Position when the Requisition was created. To check this, locate the Requisition and click the Overview tab to find the Position Name.

4. Then Navigate to the Requisitions / My Requisition, locate the Requisition

5. Select the Add Candidate button.

6. Choose the option From Talent Pool and select the candidate to add to the requisition.

⚠️

When you add an existing employee to a requisition, the system creates a new application record for them, but it does not automatically pull data like home address from their main employee profile into the application record. This is because that information is typically captured through an application form, which an internally-added candidate bypasses.
​
If you generate a contract for this employee from the requisition, placeholders like ::ADDRESS:: may appear blank. You will need to manually enter this information directly into the contract before sending it.

When I try to add a 'New Candidate', I get an error saying "candidate already exists". How do I add them?+

This error occurs because you are using the 'New Candidate' option for someone who already has a candidate profile in your system from a previous application. The correct process is to add their existing profile to your new requisition.

1. Navigate to Administration → Recruitment → Candidates.

2. Search for the candidate using their name or email address.

3. From the search results, click the Actions menu next to their name and select Add to Requisition.

4. Choose the correct requisition from the list to complete the process.

When I click 'Add Candidate', my own email address is stuck in the email field. What do I do?+

This is caused by your web browser's autofill or password manager feature automatically inserting your own details. To fix this:

Short-term fix: Try entering the candidate's first and last name before trying to change the email address. This often allows the field to be edited.

Long-term fix: You will need to manage your autofill settings within your web browser (e.g., Chrome, Edge) to prevent it from automatically populating those specific fields on this page. Clearing your browser's cache can also resolve the issue temporarily.

If I add an existing candidate to a new requisition, will it affect their previous applications?+

No. Each time a candidate is added to a new requisition, a new, separate application is created. Their history and the status of any previous applications will remain unchanged.

When I add an employee to a requisition, are they notified?+

No, the employee is not automatically notified. This feature is designed to allow hiring managers and HR to consider internal talent without formally alerting the employee. You must reach out to the employee directly to discuss the opportunity.

I created a new candidate profile for a current employee, treating them like an external applicant. Will this cause problems?+

Yes, creating a separate candidate profile for an existing employee can cause issues down the line. It is always best to use the functions designed for internal candidates function when adding the candidate.