Help articles in the category Managing Candidates


Recruiterbox Meets Trakstar

Since the goal of using Recruiterbox is to find the perfect candidates, it also makes sense to then move these candidates forward in to your Performance Management System! With our new connection to Trakstar, you can do ...

Deep Dive - How do I manage Candidates?

Now for the exciting part - you've set up your openings, and are ready for people to apply - what's next? First - how do I source candidates? There are a lot of ways to get candidates into the system, including manual up ...

How can I set up a custom email signature for Candidate Messaging?

Setting up an email signature is a great way to help candidates know a bit more about you and your company. You can include unique links to your culture, or your phone number, as another means of communication. Each use ...

Exploring the Candidate Dashboard

The Candidate Dashboard is your One-Stop Shop for managing your candidate's. Learn more about it below! Main Dashboard Once you click on "Candidates" on your top blue bar you'll be greeted by the candidate dashboard. Th ...

How do I merge candidate profiles together?

What is it? We know candidates can end up in Recruiterbox through a variety of means - uploads, prospecting, direct application, and more. As this workflow occurs, it is natural for duplicate candidates to arise. With ...

Communicating with your External Recruiting Agency Users

We know, for many of you, External Recruiting Agencies are a vital extension of your hiring team. Agency Messaging helps you always keep them in the loop! What is it? The Agency Messaging feature allows External Agency u ...

What are Candidate Labels? How are they used?

What are Candidate Labels? Labels are used to help you identify and categorize certain candidates. How do I add a label? You can add a label from the candidate dashboard, or from within the candidate's profile. Adding a ...

Can I set up Structured Evaluation Templates for my interviews?

Having a solid hiring process is essential to a growing team. With our new Structured Evaluation Templates, you can create set review questions for your interviewers to answer about the candidate! What is it? Structured ...

How can I lock access to my candidates?

As you move candidates to a decisioned state (hired, archived, rejected, etc) - you may want to lock their profiles, to prevent current or future employees from being able to view their profile. This is simple to do with ...

How can I view the status of candidates in review and interview stages?

When you are asking your team to review candidates, or setting up interviews for candidates, knowing the status of these tasks is important. Candidate statuses allow your team to quickly see at a glance the status of yo ...

How can I leave a comment in the candidate's profile (previously "Internal Note")

Internal notes are the perfect way to communicate with other user in Recruiterbox! How do I use internal notes? You can begin a new internal note by clicking the "Comments" tab from within the candidate's profile: At th ...

Can I add Recruiterbox Candidates to Namely?

Since the goal of using Recruiterbox is to find the perfect candidates, it also makes sense to then move these candidates forward in to your Human Resources Management System! With our new connection to Namely, you can d ...

Can I add Recruiterbox Candidates to BambooHR?

Since the goal of using Recruiterbox is to find the perfect candidates, it also makes sense to then move these candidates forward in to your Human Resources Management System! With our new connection to BambooHR, you can ...

Can I set a reminder to follow up with a candidate message?

The candidate message reminder helps you make sure great candidates don't fall through the cracks. With a quick check box, you can have the system alert you if the candidate fails to reply to your message. It's easy to ...

How can I send a candidate to my colleagues for review?

Picking the right candidate is a huge decision - and that is always best when shared with your coworkers! The new "Send for Review" button allows you to easily send candidates to your colleagues for review at any time. T ...

How do I communicate with other users in Recruiterbox?

So you've added everyone on your team in Recruiterbox, and you're still sending each other internal emails and chats to communicate, but why? You can keep everything directly in Recruiterbox and save yourself the extra s ...

What are follow-up Questionnaires?

So you've narrowed down the initial outpouring of candidates, but you still have questions you'd like to have answered by the candidates before you interview them, that's when the follow-up Questionnaire feature comes in ...

Customize and Manage your Hiring Workflow with Stages

Does your team have specific steps they'd like to take with candidates in the hiring process? Would you like to build these custom steps, or your hiring workflow, in Recruiterbox? We've got you covered! For each opening ...

Can I create email templates for my candidate messages?

Email templates are a great way to save you tons of time when writing to candidates. They're also super easy to set up! How do I set up email templates? First, click on the arrow next to your initials to access "Person ...

Can I set up an automatic response to applicants?

Sending an auto-response to an applicant helps them know their application was received successfully, and can be a tool to send along next steps or additional information to the candidate. Who receives auto-responses? O ...

Can I send messages to more than one candidate at a time?

Yes! Sending a message to multiple candidates at a time is a breeze, and a great way to communicate quickly! Do the candidates see that other candidates were also sent the same message? No - the candidates can not see th ...

How can I filter resumes coming in through email?

Adding potential candidates to your hiring process has never been easier! In Recruiterbox, any Super Admin can set up email filters (just like Gmail) that allow you to spell out exactly how candidates will be imported. ...

How can I make data private?

Sometimes your team may be discussing information with candidates that needs to remain private from certain users. In order to help you do this, you have the ability to mark data as private, as well as prohibit users. D ...

How can I set up an interview with a candidate and my team members?

Once you've got your short list of candidates, it is time to set up interviews! You can quickly schedule interviews with the candidate and your fellow team members from within the candidate's profile! How can I set up t ...

How can I print the candidate's profile?

Computer systems are awesome, but sometimes you need a paper copy of the candidate's profile. Don't worry - we won't judge. How do I print the candidate's profile? Using the "Print" function in the candidate's profile w ...

How do I add a single candidate to Recruiterbox?

Do you have a candidate in mind for one of your job openings? You can easily add a single candidate to your account! (Looking to add more than one candidate at a time? Check out these bulk upload options!) How do I uplo ...

Why are some candidates unassigned to an opening?

How do I know a candidate is not assigned to an opening? Candidates who aren't assigned to an opening have a dash in place of the opening name. The candidate will also display when you click "Not in Any Opening" on the ...

How can I move a candidate to a new opening?

You may find that you have a candidate in your account that is better suited for a different opening, and you would like to move them into that opening. There are two ways to do this: moving the candidate into the new o ...

How can I add resumes from my email into Recruiterbox?

Before you had Recruiterbox you probably had an email inbox full of resumes. Don't worry, we don't judge! We've made it easy for you to forward resumes from your email into Recruiterbox. You also can use the email addr ...

Advanced Candidate Search

Here at Recruiterbox we've made it easy to search for candidates in your account! Where do I search for candidates? You can do a search for specific words (including names) in a candidate profiles by typing one or more ...