Who can do this: Everyone in your company · Product: Candidate Search AI · Where: All candidates → AI Search → result card or profile panel
Before you start: Submit to Bullhorn job and Add to Tearsheet need the Bullhorn integration. Without Bullhorn you can still use Add to Shortlist, Add to List and Hide from search.
From Candidate Search AI results you can submit candidates to a Bullhorn job or add them to a tearsheet, list or shortlist.
Where does each option save the candidate?
Option | Where it saves |
Bullhorn Job / Submit to Bullhorn job | In Bullhorn, as a submission on the job |
Tearsheet / Add to Tearsheet | In Bullhorn, on the tearsheet |
List / Add to List | In Candidately |
Add to Shortlist | In Candidately |
There's no CSV or Excel export from Candidate Search AI. To get candidates into Bullhorn, use Submit to Bullhorn job or Add to Tearsheet. See Can I export or message candidates from search results?
How do I submit one candidate to a Bullhorn job?
On the result card, click View Profile. The profile panel opens on the right.
At the top right of the profile header, click Add to, then select Bullhorn Job. The Select job for submission dialog opens.
Under Select job, search for the job and select it.
Under Select status, select the submission status. The list shows your account's Bullhorn statuses, like Submitted, Candidate Interested or Offer Extended.
Click Continue.
The candidate appears on the job's Submissions tab in Bullhorn with that status.
How do I add one candidate to a tearsheet?
On the result card, click View Profile.
In the profile header, click Add to, then select Tearsheet. The Submit to Tearsheet(s) dialog opens.
On the Select existing tab, select one or more tearsheets. To make a new one, click the Create new tab.
Click Continue, then click Yes, submit.
The candidate is added to the tearsheet in Bullhorn.
How do I add one candidate to a list?
On the result card, click View Profile.
In the profile header, click Add to, then select List. The Add candidate to list dialog opens.
Find the list on the Name or Client tab and select it.
The candidate is added to the Candidately list. Lists are for longer-term pools.
How do I add several candidates at once?
Hover the result cards and select the checkboxes on the left.
In the top bar, click Bulk actions.
Select Submit to Bullhorn job, Add to Tearsheet, Add to Shortlist, Add to List or Hide from search.
Each option opens the same dialog as for one candidate. See Bulk actions.
Can I do this from Bullhorn?
Yes, in the Candidately tab on a Bullhorn job, the same buttons are available.
Good to know
Submissions use your Bullhorn workflow statuses, so the status list reflects your account's setup.
If the candidate is already on the job, Bullhorn's own rules for duplicate submissions apply.
To check the result, open the job or tearsheet in Bullhorn, or open the list in Candidately.
Pro tip: Submitting several candidates to the same job? Select them on the result cards and use Bulk actions → Submit to Bullhorn job once.
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