We're currently rolling out improvements to the job creation setup. As the update is being introduced gradually, your experience may differ from what's described in this article.
To learn more about the new job creation flow, see this article. If you have any questions or need help, please contact our Support team.
By proactively sourcing candidates, you make it easier to find and hire the right people at the right time.
You can choose to source a candidate into your candidate database, and they will be assigned Sourced as their candidate status.
If you add candidates to a job process manually, they will be assigned an additional candidate status, Sourced application.
Add a new candidate
You can add a new candidate to your Teamtailro account by entering their details manually or automatically parsing information from their resume. Candidates can be added in your candidate database or directly in a job through the + Add candidates button available there.
To ensure you can collect permission to store their data, make sure you have set up the Data & privacy settings for sourced candidates.
Enter the candidate's details manually or automatically parse information from the candidate's resume.
Field | Description |
First / Last name | The candidate’s first and last name. |
The candidate’s email address. | |
Phone number | The candidate’s phone number. |
Address | The candidate's location. |
Department / Role | Add the department and/or role the candidate belongs to. |
Locations | Add the location(s) the candidate belongs to. |
LinkedIn profile | The candidate’s LinkedIn profile URL. |
Skills and traits | Add candidate competencies by selecting skills and traits. |
Tags | Add candidate tags to help organize the candidate beyond the standard fields. Tags make it easier to find relevant candidates based on specific criteria, topics, or skills. |
Candidate / Job application rating | Reviews provide a quick way to rate a candidate’s fit for your company and/or a specific job application. You can add a star rating and include additional context in the Comment section.
The type of review is determined by whether a job has been selected or not. |
Comment / Review | Add a comment visible on the candidate card. If a star rating has been added, this field changes to:
|
With Co-pilot
When using our add-on feature Co-pilot, resume parsing is enhanced with additional candidate key details extracted from the resume. Read more about this here.
Once you’ve filled in the candidate’s information, you can choose to add them to one of your open recruitment processes. If you’re adding a candidate from within a job, that job will already be selected.
The department, role, location, and/or recruitment process you select determine which users can access the candidate. Learn more about candidate data access here.
To finish, click Add candidates to save the candidate. They’ll now appear in your candidate database and in the job, if one was selected.
Add multiple candidates
When you’re adding new candidates, you will be able to add several candidates at once. By attaching several resumes, the system will parse the information and create a candidate card for each file. You can also click + Add another candidate to generate another candidate card and add the information manually.
If a job is selected, all candidates generated will be added to the Inbox stage of that job process.
If you would like to add a large number of new candidates, importing them may be a better option. Read more about this process here.
Add an existing candidate to a job
When an existing candidate in your account is a good fit for one of your open positions, you can add them manually to the job process within Teamtailor.
Access the candidate card to get started. In the action bar under ⋮ More, click the + Add to job button. This will allow you to manually add (source) the candidate to one of your job postings.
Once added, the candidate will appear in the Inbox stage within the job with the status Sourced application.
When adding a candidate to a new job, all their previous data (e.g., reviews, comments, messages, etc.) will remain intact.
If the candidate is part of another job process, they will stay in that recruitment process. If that job is no longer relevant, you’ll need to reject that job application.
Pro tip!
Set up a reject reason under Settings → Recruitment → Reject reasons to be used for job applications rejected when a candidate is moved to another process.
This data can then be tracked in your Jobs report, Recruitment reports, or when setting up your own Custom reports.
Browse existing candidates
You can browse candidates already in your database directly from a job.
Open a job and click Add candidates → Browse candidates to get started.
Use search, filters, and saved segments to find relevant candidates. The table gives you a quick overview of each candidate, including details like their latest position, location, distance to the job, previous applications and stages, ratings, and tags. You can customize the table and reorder columns.
If you use our add-on Co-pilot, it can suggest filters based on the free-text search you enter in the search bar.
To learn more about a candidate, open their profile and browse between candidates while keeping the job in context. When you’ve found the right candidates, you can add them to the job’s Inbox individually or in bulk. A filter to exclude candidates already in the job is added by default, helping you focus on people you can still add to the process.
If you change your mind, you have a quick moment to undo the action in the progress bar at the bottom of the page.
Filters
You can use filters to find all the candidates manually added to your account and jobs in your candidate database.
Candidates
Go to your candidate database and click on + Add filter. Here you will be able to filter on:
Sourced: Candidates manually added to your candidate database
Sourced application: Candidates manually added to a job process
Job
When viewing a job process, you can enable filters directly in this view. Here you will find Sourced available as a filter.
Add candidates using our browser extension
You can also add new candidates to your Teamtailor account directly from external sites, using our sourcing extension. Read more about it here.
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