Purpose

A candidate is an individual who applies for a job position within an organisation or is considered for employment opportunities. Candidates typically undergo various stages of evaluation, such as submitting applications, participating in interviews, and providing documentation to demonstrate their qualifications and suitability for the job role.

Some key benefits of creating a candidate in the Xeople Recruit CRM:

  • All candidate information is stored in one central location, making it easily accessible and organised.

  • Streamlined communication with candidates through integrated email and messaging features within the system.

  • Ability to track and manage candidate progress throughout the recruitment process, including application status, interviews, and feedback.

  • Facilitates collaboration among team members by providing shared access to candidate profiles and notes.

  • Scales with the organisation's growth, accommodating a larger volume of candidates and providing flexibility to adapt to changing recruitment needs.

Create Candidate

To create a candidate, follow these steps:

Information: There are two different ways to access the option to create a candidate in the Xeople Recruit CRM. Access the Candidate option from the main header bar or use the quick add candidate panel located on the top left of the navigation bar.

  • The first option is to navigate to the main navigation header bar and click on Candidate.
  • Click on the (+) button to check the three options.

Candidate - Add Candidate

  • Choose the one that best suits your requirements.

Information: Functionality of each option:

Form: A predefined template where you manually input candidate details. This template offers a structured format for entering diverse details about a candidate.
Application Form: An electronic form filled out by candidates when applying for a job online.
Xeople Smart-email automatically captures candidate information by parsing CVs from received emails containing candidate resumes.

Create Candidate - Three Options

Secondly, to add a candidate from the Quick add Candidate panel, follow these steps:

  • Navigate to the main navigation header bar and click on the Quick add Candidate (+) on the top left side.
  • Select Candidate and follow the steps outlined above to create a new candidate.

Quick add Candidate - Candidate - Add Candidate