Skip to main content

Recruitment Guide

This guide covers the Recruitment module, helping you understand how to view, add, and manage candidate records effectively.

🎯 Recruitment Dashboard​

At the top of the Recruitment page, you’ll find quick filters and insights that give you an overview of the hiring funnel:

✅ All Candidates
✅ Test Cleared
✅ Demo Cleared
✅ Offer Accepted
✅ Rejected

Here’s a visual example of the Recruitment dashboard:

Recruitment Dashboard

📈 Candidate Records Overview​

✅ This table gives you a quick view of candidates currently in the pipeline.

📜 Candidate Record Details​

Below the filters is the Candidate Records table, displaying detailed information about every candidate.

Columns include:

  • First Name
  • Last Name
  • Position Applied For
  • Department
  • Contact Number
  • Created On
  • Status

Here’s a closer look:

Candidate Records Fillter

ℹ️ Note: Candidate statuses may include Staging, Shortlisted, Test Cleared, Demo Cleared, Offer Accepted, or Rejected.

Candidate Records Fillter

🔍 Filters & Search​

✅ Use the dropdown to filter candidates by status (e.g., Test Cleared, Offer Accepted).
✅ Use the search bar to quickly find candidates by name, position, or department.

🗓️ Filter by Month​

Select a specific month to view candidates added during that period:

Month Filter Picker

✅ Helpful for tracking hiring trends or monthly recruitment stats.

➕ Add a New Candidate​

Click the + Add Candidate button to open the candidate entry form.

Here’s what you’ll need to fill in: Primary Details

🧾 Primary Details​

  • First Name, Last Name, Middle Name
  • Personal Email
  • Country Code & Mobile Number

📄 Application Information​

  • Application Source
  • Position Applied For
  • Department
  • Designation Type
  • Resume Upload & Resume Link
  • Notice Period (days)

🧠 Candidate Experience​

  • Add previous job experience entries (optional) Candidate Experience

📅 Schedule Interview​

  • Interview Date, Time, Platform, Duration, and Host Schedule Interview

🧪 Assign Test​

  • Assign relevant assessments (coding, aptitude, etc.) with deadlines Schedule Interview

✅ Assign Task​

  • Add any onboarding or pre-joining tasks

✅ Click Add to Recruitment to finalize and submit the candidate entry,It will get reflected in Recruitment Record.

Multiple Candidate Upload​

Add Multiple Candidate Profiles You can add multiple candidate profiles by selecting and uploading the files below. Additionally, you can provide any supplementary information for each profile as needed. To proceed, download the Sample Excel File, fill it out following the Rules below, and upload it once completed. Multiple Candidate Upload

🛠️ Candidate Actions​

Each candidate row has an Actions menu (⋮) with the following options:

Edit: Update candidate details like name, contact, position, or interview schedule.

Reject: Mark the candidate as Rejected.

Shortlist: Move the candidate to Shortlisted status.

Delete: Permanently remove the candidate from records.

⚠️ Deleting a candidate is irreversible.

Schedule Interview

🧠 Frequently Asked Questions (FAQ)​

How do I update a candidate's status?
Click the ⋮ Actions menu next to the candidate, then choose Shortlist, Reject, or Edit based on your needs.
Can I delete a candidate after adding them?
Yes, use the Delete option in the Actions menu. Please note that deletion is permanent and cannot be undone.
What does “Staging” mean?
“Staging” refers to candidates who are newly added and haven’t yet cleared any defined recruitment stages.
Can I re-edit a candidate after shortlisting?
Yes, you can continue to Edit a candidate’s details even after shortlisting.
How can I find candidates who cleared a test or demo?
Use the Status Filter Dropdown to narrow down candidates who’ve cleared specific stages like Test or Demo.
Is there a way to track candidates by the month they were added?
Yes, use the Month Picker at the top to filter candidates by the month of creation.
I can’t find a candidate I recently added. What should I do?
Make sure the correct month and status filter is selected. You can also use the search bar to find candidates by name or position.
Can I assign multiple tasks or tests to a candidate?
Yes, you can assign multiple tests and tasks during or after the candidate creation process via the respective sections.
What happens when a candidate is marked as “Rejected”?
Rejected candidates are still retained in the system for historical reference. You can filter and review them anytime using the Rejected status.
Can I reschedule an interview?
Yes, use the Edit option in the Actions menu to change the interview time, date, or platform.
What formats are supported for resume uploads?
PDF, DOC, and DOCX formats are supported for uploading resumes.
Is there a notification system for upcoming interviews or tasks?
Currently, Email and Web push notifications are triggered for each action. Automated reminders may vary based on system configuration.

⚙️ Tips for Managing Candidates​

✅ Regularly update candidate statuses to track progress.
✅ Schedule interviews promptly after shortlisting.
✅ Use filters to monitor specific stages like “Test Cleared” or “Offer Accepted.”
✅ Ensure all contact details are filled accurately for communication.
✅ Review resume links and uploaded documents before proceeding.

That’s it! This guide ensures you’re fully equipped to manage the recruitment process smoothly and effectively. 🚀😊