Manage Applicants for a Job Offer

Manage Applicants for a Job Offer

Purpose

This article explains how to manage Applicants associated with a specific Job Offer, including how to add new applicants, create person records, and schedule interviews — all directly from the Job Offer interface.

Access Path

People Management → Recruitment → Job Offers → Applicants

Overview

The Applicants section for a Job Offer enables recruiters to track all candidates associated with that role. From this centralized location, users can receive, analyze, and filter applications; add new applicants; incorporate them into Person records; and schedule interviews—all without navigating away from the Job Offer form

Step 1 – Add an Applicant

This section is used to manage all applicants for the job opening.
It allows you to add candidates and record their source (such as LinkedIn, CV upload, or Referral) to maintain full traceability.

To add a new applicant:

1. Click Add New in the Applicants section.

2. Enter the applicant’s Name, Email, and Phone Number.

3. Specify the Source (e.g., LinkedIn, Referral, Job Board).

4. Click Save to register the record.

💡 Tip: Applicants added here are initially linked only to this job offer. Depending on the next steps, they can remain as simple applicants or be converted into a Person record—for example, our scheduling an interview.

Step 2 – Create a Person

This function allows you to create a Person based on an applicant’s existing information.
The new record can later be enriched with additional details or converted into an Employee once the person is hired.

1. Identify the Applicant in the list.

2. In Action click Add Person button.

3. Confirm the action to create a new Person in the People Module.

📘 Once created, the person will appear under People Management → People, where additional information can be added (e.g., ID, Address, Background, Documents, Wellbeing, Permits, Others).

Step 3 – Schedule an Interview

Schedule interviews directly from the job offer form to save time and simplify hiring process.

1. Identify the Applicant in the list. 

2. Click Add Interview.

3. Select the Interviewer, Date, Time, and Location (or online meeting link).

4. Click Save to confirm the interview.

Interview Successfully Created

Your interview has been created and the record is now open. This is your central hub for managing the entire candidate assessment process

Complete the Interview Record below to document the session. You can:

• Confirm the intervew details, review the interview information (Applicant, Job Offer, Date, Recruiter, etc.).

• Add or use predefined recruitment default question templates to execute the  answers live during the interview

• Register HR details and potential offer information

• Attach to the interview the candidate's CV, portfolio, or other relevant documents.

This screen ensures that interviewers can start preparing and documenting the interview without additional navigation, keeping the recruitment workflow efficient and fully traceable.

💡 Tip: Find and manage all your Interviews in one central location, accessible via People management → Recruitment → Interviews.

Summary

Related Articles

About the Recruitment Module
Create or Update a Job Offer
Schedule and Manage Interviews
Record Interview Feedback
Create a Person Record (cross-link to People)
Recruitment Lifecycle Summary

✅ For a smoother workflow, manage applicants directly from the Job Offer. This centralized approach minimizes manual handling and keeps data consistent everywhere.