Purpose

This article introduces customers to the Candidates tab for a specific event within the Eightfold TA event feature. It discusses the overall purpose of the Candidates tab and includes information about various ways to add candidates to an event.

Audience

This article is directed toward new users of the TA product, specifically recruiters, event leads, sourcers, and administrators (admins), as well as Eightfold employees.

Background

The Candidates feature allows you to manage event candidates during every stage of an event. You can import candidate profiles before an event, use on-site registration to add walk-in candidates during the event, and follow up with candidates after the event.

The Candidates tab also provides all related candidate information in one place so it’s easily accessible during the event. You can see events-related recruiting activity for each candidate, including being added to the event, registering for the event, being assessed at the event, and applying to a target position from the event, and you can access each candidate’s full profile by selecting the candidate’s name.

Having candidate information in the same system as other event information can provide more integrated event data and simplify your event experience.

Getting started: Configuration

To have the option to add a candidate to an event through the pipeline, as described later in this article, configuration is required. Contact your solution architect to set this up.

Candidate dashboard

When you select the Candidates tab in an event, you’ll see a candidate dashboard, which gives insights about:

• all event candidates and the latest activity recorded about them;
• registered candidates and the job position (targeted in the event) suggested for them with their match score;
• assessed candidates, including the job position they were added to and their match score for that job position; and
  
• applicants related to the event.

Adding candidates to an event

There are several ways you can add candidates to an event.

• Walk-ins: During an event, you can register walk-in candidates.
• Add Candidate button: You can add new candidates directly in the event page using the *Add Candidate *button.
• Existing talent pool: You can search for candidates in your Eightfold talent pool and add them to events.
• LinkedIn: You can search for candidates on Linkedin, add them to the Eightfold talent pool using the Chrome extension, and then add them to events.

The following sections explain how to add candidates in each of these ways.

Add candidates with Add Candidate button

To add candidates using the Add Candidate button, take the following steps:

1. Within a specific event, select Add Candidate in the top-right.
2. Select one of the three options: Enter Details, Import Resume, or Import Candidates.

• Enter Details: If you select Enter Details, you’ll be redirected to an Add Candidate form. Add the candidate’s first name, last name, email address, and phone number, and then select Add Candidate or Add & Assess.
• If you select Add Candidate, the candidate will be added to the event, and you’ll be redirected to the Candidates tab of the event.
  
• If you select Add & Assess, the candidate will be added to the event, and you’ll be redirected to the candidate’s profile page. Select Start Assessment to assess the candidate, or select Scan Resume.


• Import Resume: If you choose Import Resume, you’ll be redirected to an Import Resumes page where you can select resume files to upload, drag and drop resume files, or forward resumes to import@eightfold.ai. Eightfold will create a candidate profile based on each resume.
  
• Import Candidates: If you select Import Candidates, you’ll be redirected to an Import Candidates page where you can select files to upload or drag and drop files. (Note that files must be CSV files.) Eightfold will create candidate profiles based on the information in your uploaded files. Once you have selected the appropriate files, you can add relevant tags for the profiles created from your files and choose what activity, such as Added To Event or Contacted, should be taken for the imported candidates.

Add candidates from existing talent pool

You may notice when adding candidates using the Add Candidate button that a hover message appears saying, “You can also use ‘Add to Event’ in Pipeline or Profile view to Add Candidates”.

Add candidates from existing talent pool through Pipeline
To add candidates from the existing talent pool using the Pipeline, take the following steps:

1. If you’ve added related positions to your event: Within your event, go to the Positions tab and select a position.
If you have not added related positions to your event: From the main TA navigation bar, go to the Positions tab and select a position.
2. Select Leads.
3. Select the candidates you’d like to add to the event.
4. Under the more button, select Add to event.

5. A popup window will appear directing you to “Select an Upcoming event to associate the candidate with.” Select the appropriate event from the Select Event dropdown menu.

Your selected candidate has now been added to the event, and this activity will appear in their profile.

Add candidates from existing talent pool through candidate profile
To add candidates from the existing talent pool through a candidate’s profile, take the following steps:

1. If you’ve added related positions to your event: Within your event, go to the Positions tab and select a position.
If you have not added related positions to your event: From the main TA navigation bar, go to the Positions tab and select a position.
2. Select Leads.
3. Select the name of the candidate you’d like to add to your event. This will open their profile.
4. Under the more button, select Add to event.

5. A popup window will appear directing you to “Select an Upcoming event to associate the candidate with.” Select the appropriate event from the Select Event dropdown menu.

Your selected candidate has now been added to the event, and this activity will appear in their profile.

Add candidates through LinkedIn

To add candidates to an event through LinkedIn, take the following steps:

1. Sign in to your LinkedIn account.
2. Open the profile of the candidate you would like to add to your event. (Note: The extension only activates when viewing a LinkedIn user’s profile.)

The Chrome Extension window will automatically appear, showing the candidate’s information from their LinkedIn profile, as well as:

• relevant positions in the Eightfold system that may match their qualifications,
  
• relevant communities in the Eightfold system that may match their qualifications,
  
• Eightfold system recruiting activity, and
  
• Eightfold system notes and tags.

3. Select the candidate’s name. This will open a separate tab with the candidate’s Eightfold profile, which is created based on their LinkedIn profile.
4. From here, take the same steps as described in the Add candidates from existing talent pool section of this article.