Managing Candidates

Adding Candidates

There are two ways to add candidates:

• From a job pipeline — Click Add Candidate, then either search for an existing candidate or create a new one. The candidate is automatically applied to the job.
• From the Candidates page — Click Add Candidateto create a candidate without applying them to a specific job yet.

The Pipeline Board

Each job has a Kanban-style pipeline board. Candidate cards can be:

• Dragged between stage columns to move them through the pipeline
• Clicked to open a detail drawer with notes, interviews, and activity
• Filtered by name/email search or minimum star rating

The three-dot menu on each card lets you quickly move a candidate to any stage.

Candidate Detail Drawer

Click any candidate card to open the detail drawer, which shows:

• Contact info — Email, phone, location, LinkedIn, portfolio
• Stage selector — Move the candidate to a different stage
• Star rating — Rate from 1-5 stars
• Quick actions — Reject, Advance to next stage, or Hire
• Notes tab — Add notes with Cmd/Ctrl+Enter shortcut
• Interviews tab — Schedule and track interviews
• Activity tab — View stage changes, notes, and other events

AI Summary

In the Notes tab, click Generate under "AI Summary" to get an AI-powered summary of the candidate's application, notes, and current status.

Candidate Profile

Click a candidate's name on the Candidates page to view their full profile, including all applications across jobs, average rating, and application history. Admins can edit candidate details or delete candidates from their profile page.