Overview

The Candidates tab is the operational center for all candidate activity within an event. Use it to add candidates before the event begins, track registrations and assessments during the event, move candidates through recruitment stages, and remove profiles that don't meet requirements, so every hiring decision at the end of the event is grounded in a complete, unbroken record of candidate activity.

Before you begin

• Confirm you hold Recruiter or Hiring Manager permissions. Users with read-only access can't perform candidate actions.
• Confirm an administrator has configured rejection reasons if you plan to reject candidates. The rejection workflow can't be completed without at least one reason defined.
• To add candidates from the pipeline view, confirm your solution architect has enabled pipeline-based candidate addition for your environment.

Viewing the Candidates tab

1. Navigate to Events and select an event.
2. Select the Candidates tab.

The tab displays candidates grouped by event stage. The stages shown depend on the event type and the workflow configured by your Admin. Select any stage tab to filter the candidate list to that stage. Select any candidate's name to open their full profile. The profile displays event-specific activity, including registration status, assessment results, and position match scores.

Note: The stages visible in your Candidates tab are configured by your Admin in Admin Console. Contact your Admin if the stages don't match your recruitment workflow.

Adding candidates to an event

Two methods are available for adding candidates. Choose the method that matches your sourcing context.

Using the Add Candidate button

Use this method to manually enter individual candidates or import candidates in bulk.

1. Within the event, click Add Candidate in the top-right corner. A dropdown appears with three options.
2. Select one of the following:
   • Enter Details: Complete the form with the candidate's first name, last name, email address, and phone number. Click Add Candidate or Add & Assess.
   • Import Resume: Upload resume files (.pdf, .docx, .zip) by selecting files or dragging and dropping them into the upload area. Eightfold creates a candidate profile from each uploaded resume.
   • Import Candidates: Upload a CSV file containing multiple candidate records.

Note: When navigating from within an event, the Event field is pre-filled. Add tags in the Tag field to categorise candidates for easier searching later.

From the existing talent pool

Use this method to add candidates already present in your Eightfold talent pool.

From Pipeline view:

1. Within the event, select the Positions tab and select a position.
2. Select Leads.
3. Select the checkboxes next to the candidates you want to add.
4. Select the more options icon, then select Add to event.
5. Select the appropriate event from the Select Event dropdown and confirm.

From a candidate profile:

1. Within the event, select the Positions tab and select a position.
2. Select Leads, then select a candidate's name to open their profile.
3. Select the more options icon, then select Add to event.
4. Select the event from the dropdown and confirm.

Moving candidates through event stages

Event stages track candidate progression throughout the event. The stages available depend on the event type configured by your Admin.

Advancing a single candidate

1. From the Candidates tab, select the candidate you want to advance.
2. Click Advance Stage. A dropdown of available stages appears.
3. Select the target stage.
4. If a stage advance form is configured, complete the required fields and add any comments or disposition notes.
5. Confirm the stage advancement.

Advancing multiple candidates in bulk

1. From the Candidates tab, select the checkboxes next to the candidates you want to move.
2. Click Advance Stage from the toolbar. A dropdown of available stages appears.
3. Select the target stage and confirm.

Note: All stage activity is logged automatically. View a candidate's stage history in the Activity tab of their profile.

Rejecting candidates

Use the rejection workflow to remove candidates who don't meet event requirements. The rejection activity is logged on the candidate's profile for compliance and reporting purposes.

Step 1: Select candidates

1. Navigate to the Candidates tab of the event.
2. Select the checkboxes next to the profiles you want to reject.

Step 2: Initiate the rejection

Click Reject. A confirmation modal appears.

Step 3: Complete the rejection

1. Select a stage from the 'Enter stage' dropdown.
   Note: The rejection stage appears only if they are configured.
2. Select a reason from the Enter Reason dropdown. This field is required. The Confirm button remains inactive until you select a reason.
3. Add context in the Additional Comments field (optional).
4. Configure email communication:
   • To reject without an email, ensure the Send email to candidate(s) checkbox is unchecked.
   • To send a rejection email, select Send email to candidate(s), choose a template, review the template content, and set a future send date and time.
5. Click Confirm.

Note: Rejection details are also recorded on the candidate's profile in the Engagements tab, the Activity tab, the Profile tag, and the Message tab.