Uploading Candidates from the Welcome Page

Previously adding candidates was done on a one at a time basis which could be time consuming when adding a considerable number of candidates.

Therefore In order to allow recruiters and recruiting organisations to add large numbers of their candidates at once, for example as part of a process to assess candidates at volume, we have implemented a way to bulk upload candidates outside of a job vacancy and we provide this functionality in various views of the platform, for this instruction however we are assuming you currently have no candidates or no jobs added to your system at all.

If you have no existing candidates or jobs you are offered the ability to add candidates when you first login. 

You see a welcome menu and can to choose to add candidates individually, or if you have a larger list of candidates you can choose to bulk upload candidates from a downloadable upload template.

Users must then download the template, and populate it with the data for their candidates.

For each candidate, the file will need to be populated with the following data fields completed:

• First name
• Last name
• Email address
• Language

Then Select the newly updated file:

The user will then be able to specify when to send the candidate assessment to the uploaded candidates:

• Choose to send immediately
• specify a future date and time

The user will be able to specify the email notification details for the assessment email by amending/editing:

• From name
• Subject
• Message body

When uploaded successfully, the candidates table will show a new button "Uploads"

• the user will be informed the upload was successful
• they will be informed of how many candidates were uploaded successfully
• they will be informed of how many candidates were attempted but not uploaded
• the uploaded candidates will be displayed in the candidates table on the candidates tab

If the upload fails, the user will be informed the upload has failed and can click on the erroneous line, when they will be given a reason for the failure.

• Existing candidates will be identified by their email addresses and the upload will fail
• If there are any unexpected characters, or the format of the template is not adhered to the upload will fail.
• If the template is not used or the format amended, the upload will fail

Bulk uploaded candidates outside of a job will be invited to complete the works styles and culture questionnaire and the invite will of course not reference a particular job or job name.