Candidate workflows in Events
Overview
The Events candidate workflow provides a structured system for managing candidates throughout the entire event lifecycle, from initial sourcing through final hiring decisions. This workflow enables event managers to track candidate progression, coordinate team activities, and maintain data accuracy across high-volume recruitment events.
The system centralizes activities into a unified platform that reduces manual coordination and provides clear visibility into candidate status at every stage.
Key benefits
For event managers:
- Centralized tracking eliminates separate spreadsheets and coordination documents
- Bulk actions enable simultaneous stage advancement and communication for multiple candidates
- Custom stage definitions support both screening events and recruitment interview days
For recruitment teams:
- Structured workflows standardize evaluation processes across events
- Automated notifications eliminate manual follow-up with interviewers and decision makers
- Complete audit trails document interactions for compliance
For your organization:
- Faster time-to-hire through streamlined decision workflows
- Improved candidate experience via consistent communication and clear progression
- Scalable processes support high-volume events recruiting 100+ candidates
Core concepts
Event types
Event types are predefined workflow templates that group multiple stages for specific recruitment scenarios. Default event types include:
- Open Event: Anyone can register and attend (stages: New, In Screening, In Interviews, Shortlisted)
- Invitation Only Event: Selected individuals can join (stages: New, In Attendance, In Screening, In Interviews, Shortlisted)
- Campus Scheduling Event: Campus hiring focused (stages: New, In Screening, In Interviews, In Decision, Shortlisted, Offer)
Administrators can create custom event types with tailored stage configurations.
Candidate stages
Candidate stages represent specific workflow steps where candidates are categorized by status and activity. Key characteristics:
- Customizable workflows for screening events and recruitment interviews
- Trigger automated actions when candidates enter or exit stages
- Independent from position-based pipeline stages
Default stages by event type:
- Common stages: New, In Screening, In Interviews, Shortlisted
- Invitation Only specific: In Attendance
- Campus Scheduling specific: In Decision, Offer
Stage advancement
Stage advancement moves candidates forward individually or in bulk:
- Capture context-specific notes and placement details
- Trigger automated actions through workflow automation
- Restrict movements based on stage maps and user roles
Rejection flow
The rejection flow provides structured candidate removal with compliance documentation:
- Required rejection reasons configured by administrators
- Optional candidate notification emails
- Permanent logging in candidate profiles for audit purposes
Decision maker flow
The decision maker flow enables designated stakeholders to provide final hiring assessments:
- Consolidated feedback access from all prior evaluations
- Structured decision forms capturing hire recommendations
- Automated or manual decision request triggers
Key concept: Candidate workflow in Events operates independently from position-based recruiting. Event actions do not automatically affect position pipeline status. Candidates can be advanced to position stages from events when needed.
How it works
Primary use cases:
- Screening events: Lead generation through career fairs and campus recruiting
- Recruitment events: Interview-driven hiring with on-site decisions
Building your candidate pool
Sourcing methods:
- Direct resume imports: Bulk additions with tagging and activity logging
- On-site registration: Real-time capture through QR code scanning or manual entry
- Talent pool integration: Add existing candidates with historical data intact
All methods automatically log sourcing activity for channel analysis.
Managing candidate progression
Progression methods:
- Manual/bulk: Review and advance candidates individually or in bulk with context notes
- Automated: Configure workflow rules to advance candidates meeting specific criteria
- Stage restrictions: Stage maps control allowed transitions and prevent skipping steps
Collecting feedback and making decisions
Feedback types:
- Assessment forms: Structured evaluations during screening
- Interview feedback: Detailed observations from scheduled interviews
- Quick feedback: Rapid assessments for high-volume screening
Decision maker process:
- Request decisions manually or through automated triggers
- Decision makers receive consolidated feedback and leaderboard view
- Submit structured decisions with placement notes
Maintaining visibility
Visibility tools:
- Configurable views: Display current stage, activity, and pending actions
- Activity logs: Document all interactions and stage changes
- Dashboard metrics: Track progression rates and identify bottlenecks
Note: Candidate data synchronizes with the broader talent platform. Stage progressions remain scoped to the originating event.
When to use Events candidate workflow
| Scenario | Recommended approach |
| Screening events (career fairs, campus recruiting) | Configure stages: New, Assessment Pending, Shortlisted, Rejected. Use bulk actions and automated assessment delivery. |
| Recruitment events (interview days with hiring decisions) | Configure stages: In Screening, In Interviews, In Decision, Shortlisted for Offer, Offer. Enable decision maker flow and placement notes. |
| High-volume university recruiting (200+ candidates) | Use bulk stage advancement and workflow automation for assessments and interview requests. |
Events candidate workflow is not designed for:
Traditional position-based recruiting where candidates apply to requisitions. Use position pipelines for requisition-driven workflows.
Long-term talent community nurturing. Use talent communities for ongoing relationship building with passive candidates.
Complex multi-stage processes spanning weeks or months. Use position-based scheduling and feedback workflows.
Best practices
Define clear stage definitions before your event
- Document what each stage represents and who can advance candidates
- Create stage maps restricting invalid stage transitions
- Align definitions with your organization's recruitment process
Configure actionable rejection reasons
- Use specific reasons like "Insufficient Technical Skills" instead of "Not Qualified"
- Enable post-event analysis to improve future sourcing strategies
Use bulk actions strategically
- Filter candidate lists carefully before applying bulk actions
- Verify assessment completion or feedback before bulk advancement
Establish decision maker assignments early
- Designate decision makers at event or panel level before evaluations begin
- Configure assignments in event teams to enable automatic routing
Pro tip: Configure candidate view columns to display time-in-stage metrics. This enables rapid identification of workflow bottlenecks before they impact candidate experience.
Required permissions
| Permission | What it enables |
| event_team_member | View candidate lists, access profiles, add notes |
| recruiter | Advance stages, reject candidates, request feedback, bulk actions |
| hiring_manager | Submit final hiring decisions as decision maker |
| admin | Configure stages, workflow automation, rejection reasons, views |
Frequently asked questions
Q: What happens to candidate data when I reject someone from an event?
A: Rejected candidates remain in the talent platform for consideration in other events or positions. Rejection only removes them from the specific event pipeline. All rejection details are logged for compliance.
Q: Can I move candidates back to previous stages?
A: Yes. Candidates can move to any stage regardless of current position. All stage movements are logged in the activity history.
Q: How do decision makers access consolidated feedback?
A: Decision makers receive an email with a direct link to view all feedback for that candidate. They do not need to navigate through the Events interface.