Adding Candidates
Add one or more candidates by uploading resumes or entering details manually.
Before You Start
Required permission: manageCandidates
How to Add Candidates
- Go to Candidates in the sidebar
- Click Add Candidates
- Drop or select resume files (PDF, DOC, DOCX, up to 2 MB each), or click Add Manually to enter details without a file
- Review and edit the auto-filled rows
- Optionally set sourcing information that applies to all candidates
- Click Create Candidates
Resume Upload and Parsing
When you upload resume files, each file is processed automatically by AI to extract candidate data. The table row for that file shows a "processing" indicator while parsing is in progress.
Parsed fields include: First Name, Last Name, Email, Phone, City, State, Country, Current Title, Current Company.
After parsing, verify the extracted data and correct any errors before creating.
Candidate Table
Each row in the table represents one candidate. Required fields are marked with a red asterisk.
| Column | Required | Notes |
|---|---|---|
| Resume | No | Shows file name; click to preview PDF |
| First Name | Yes | |
| Last Name | Yes | |
| Yes | Must be a valid email format | |
| Phone | No | |
| City | No | |
| State | No | |
| Country | No | |
| Title | No | Current job title |
| Company | No | Current company |
| Custom Fields | Depends | One column per required custom field definition |
Click a row to select it. Click the preview icon on a row to open the PDF preview panel on the right side (PDF files only).
Row Status
Each row shows a status indicator:
| Status | Meaning |
|---|---|
| Queued | Waiting for resume parsing to start |
| Processing | Resume is being parsed |
| Parsed | Parsing complete, not yet validated |
| Valid | Ready to create |
| Error | Required fields missing or invalid |
| Duplicate | Email matches another row or an existing candidate |
| Creating | Being submitted |
| Created | Successfully created |
Rows with "Duplicate" status are skipped during creation. Click through to the existing candidate profile to update them instead.
Sourcing Information
When at least one row is present, a sourcing section appears above the table. Set a Source (e.g., LinkedIn, Referral) and optionally a Referred By name. These values apply to all candidates in the current batch.
Manual Entry
Click Add Manually to add a blank row without a resume file. Fill in the required fields directly in the table.
Maximum 10 entries per session (combined upload and manual).
Status Bar and Creating
The status bar at the bottom shows counts for each row status. The Create Candidates button is enabled when at least one row is in "Valid" status and no processing is in progress.
Only valid rows are submitted. Error and duplicate rows are left in place so you can review or correct them.