Who can do this: Owners and Admins on any list. Members on lists they own or are assigned to, and on lists owned by someone in their team.
Product: Client Portal
Where: Add candidate at the top right of the list
Add candidates to a list by uploading a CV, selecting someone from your candidate database, or filling in a profile without a CV. You can add candidates before or after you share the list.
Open the Add candidate menu
Open the list from Job submission lists.
Click Add candidate at the top right.
The Add candidate menu
Four ways to add a candidate: upload a CV, import from Bullhorn, select from your database or add without a CV.
You have four options:
Upload candidate CV: Candidately reads the CV and fills in the profile.
Import candidate from Bullhorn: see Add a candidate from Bullhorn.
Add candidate from candidate database: someone already in Candidately.
Add candidate without resume/CV: fill in the profile by hand.
Upload a CV
Click Upload candidate CV and select one or more files. Or drag the files onto the list.
Wait while Candidately reads the files. Each candidate then appears on the list.
Click Review & Update on the new candidate and check the profile against the CV.
Click Set active, or Update candidate to keep them as Draft for now.
Add someone from your candidate database
Click Add candidate from candidate database.
Search by name or email and click the candidate.
Select the profile your client should see and click Select candidate profile.
Select a profile
Select the profile your client should see, then click Select candidate profile.
Candidately shows "Listing has been created" and the candidate appears on the list as Draft.
Add a candidate without a CV
Click Add candidate without resume/CV.
Fill in what your client should see. Add a Job title at least.
Click Create candidate.
You can add a CV later. See Replace, add or remove a candidate's CV.
Which status do new candidates get?
New candidates arrive as Draft or Active, depending on the list setting Candidate upload status (List configuration → General). Draft candidates stay hidden from your client until you set them active.
If AI-Generated Recruiter Notes is on for the list, each candidate also gets an AI-written summary.
Good to know
Files can be up to 25 MB. Use PDF or Word (DOC) files.
On a list connected to a Bullhorn job, adding a candidate from your candidate database also creates a submission for them on that job in Bullhorn.
Clients can't find a candidate without a CV through search. They can still scroll to them and open the profile.
If your company uses the review step, a colleague may need to approve candidates before they go live. See Split-desk workflow: Ready and AE Rejected.
Pro tip: Adding several candidates? Drag all their CV files onto the list at once. Candidately reads each file and adds one candidate per CV.
We are always here for you if you need us.
Our whole team is around almost 24/7 to support you. Click the chat icon at the bottom right to start chatting with us. Our team is happy to help.