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Candidate Manager User Guide

Review, manage, and connect with your candidates in the Candidate Manager.


In This Guide...

What is the Candidate Manager?

The Candidate Manager is where all candidates that apply through Easy Apply or a JobTarget-Hosted apply process can be found in the JobTarget system. You can also upload candidate resumes to make Candidate Manager your one-stop-shop for application management. It allows easy viewing, management, sharing, and communication with your applicants.

In the Candidate Manager, you can:

  • View candidate information and resume.
  • Share or download each application.
  • Mark a candidate's status, such as 'Under Consideration.'
  • Communicate directly with the candidates.
  • And more!

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Video Walkthrough

 

 

💡For more video resources, check out Jobtarget Academy!

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Accessing the Candidate Manager

You can access the Candidate Manager App in one of three ways:

  • Click 'Candidate Manager' in the JobTarget dashboard.
  • Click 'Candidate Manager' in the top navigation bar.
  • If using the JobTarget pop-out window within your ATS/HRIS, click the menu button in the upper right-hand corner, then click 'Candidate Manager.' 

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How to Use the Candidate Manager

Job Selection
Selecting a job will narrow all results in the Candidate Manager to those who applied for the selected position. It is also required in order to Import a new candidate. 

  1. Open the Candidate Manager.
    • If none selected, there will be a banner above the search bar that says 'No Job Selected.'
  2. Click 'Select Job.'
  3. From the pop-up window, search or filter your jobs to find the desired requisition, then click 'Select' to the right of that job. 
  4. You will now see your selected job in the banner above the search bar.

To change the selected job...

  1. Click 'Change or Clear Job.'
  2. Search or filter your jobs to find the requisition you would like to switch to, then click 'Select.' 

To clear the selected job...

  1. Click 'Change or Clear Job.'
  2. Scroll to the bottom of the pop-up window.
  3. Click 'Search Without A Job.' 

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Search and Filter

Use the Candidate Manager Search and Filter options to easily find a specific candidate, or narrow down your results! 

  • Search: Use the keyword search bar to look up candidates by name, or by the title or location of the job they've applied for.
  • Stages: Filter candidates by their application stage such as 'Under Consideration' or 'Candidate Interviewing.' 
  • Messaging: Filter to see only candidates that have been messaged, or those that have sent unread messages.
  • Select Date Range: Filter candidates by the date-range their application was received. This will default to the last 3 months.

To filter by requisition, see: Job Selection. 

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Import Candidates

Candidates that apply directly on your careers page may not land in the JobTarget Candidate Manager automatically. This depends on the ATS/HRIS you use, and how they communicate with our system.

Luckily, manually importing a candidate is simple!

  1. Open the Candidate Manager.
  2. Click the 'Select Job' button and choose the requisition your imported candidate has applied for.
  3. Click 'Import Candidate' in the upper right-hand corner.
  4. Enter the candidate's first & last name, email address in their respective text-fields. You may also include the candidate's phone number, optionally. 
  5. If desired, click 'choose file' to upload a resume.
  6. Click 'Import' to save your changes.

NOTE: It may take a few moments for your newly imported candidate to be visible in the Candidate Manager.

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Share or Download an Application

To Download a Resume...

  1. Locate the desired candidate.
  2. Open their profile by clicking their name, or clicking 'Review.'
  3. On the right-hand side of the profile, just above the embedded resume, click 'Download.' 

To Share a Candidate...

  1. Locate the desired candidate.

  2. Open their profile by clicking their name, or clicking 'Review.'
  3. In the upper right-hand side click 'Share Application.'
  4. COPY LINK: Click 'Copy' to copy a shareable link to your clipboard. This hyperlink leads to a read-only web page where anyone with the link can view the candidate profile and resume.
  5. SHARE VIA EMAIL: Enter the email address(es) of anyone you would like to send the candidate to. Multiple addresses can be comma separated to send in bulk.
    Click 'Send Email' to deliver the candidate profile via email. 


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Review and Manage Candidates

Viewing Candidate Details...

  1. Locate the desired candidate.
  2. Open their profile by clicking their name, or clicking 'Review.'

Once the Candidate Details have been opened you will see all the information provided by the candidate such as name and location, along with the details of the job they applied to.

Managing Candidate Stages...

JobTarget offers 4 stages that can be assigned to candidates during the interview and hiring process:

  • Candidate Applied
  • Under Consideration
  • Candidate Interviewing
  • & Candidate Hired

Use this stages to mark where in the interview process they are, making it easier to filter, search, and review...

  1. Open the candidate's profile.
  2. At the top of the window see the candidate's past and current stage(s) highlighted in blue.
  3. Click the blue button to the right of 'decline candidate' to move the candidate on to the next stage. 

    NOTE: the text of this button will always correspond to what the next stage is for that particular candidate.
    • I.E. If the candidate is marked as 'Candidate Applied', the button will read 'Consider Candidate', since 'Under consideration' is the next stage.

 

⚠️ NOTE: Candidate Stages cannot be reversed at this time. 

Declining a Candidate...

You can mark a candidate as 'declined' making it easier to filter and only view candidates that are still relevant to your open job listings. 

  1. Open the candidate's profile.
  2. Click 'Decline Candidate.'
  3. Select the reason you are declining this candidate. 
  4. By default 'Send Decline Email to Candidate' will be toggled on, and auto-filled with a standard rejection template. 

    • Modify the email by clicking into the text-box and customizing the message as desired.
    • Toggle this setting off by clicking the check-mark if you do not want the client receiving this decline email. 
  5. Click 'Decline Candidate' to complete the process.

⚠️NOTE: Declining a candidate cannot be undone.

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Messaging Candidatesimage-png-Jul-03-2025-01-30-59-5915-PM

You can communicate with candidates in real-time, directly from the JobTarget platform!

  1. Search or filter to locate the desired candidate.

  2. Click the speech bubble icon to the right of the candidates name.

    • Alternatively, click 'Messages' when viewing the candidates profile. 
  3. Type your message, then click the paper-airplane icon to send! 

The job-seeker will be notified by email, and you will be able to converse in real-time, with our familiar and user-friendly SMS interface.

💡Learn More: Messaging User Guide

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Video InterviewerJobTarget’s Video Interviewer simplifies early-stage hiring by replacing manual screenings with automated, on-demand interviews. When enabled, applicants will be automatically invited to record responses to your custom-built questionnaires, giving you additional insights into the candidates as you review applications.

If a Video Interview Questionnaire was attached to the job prior to the candidate applying, you will be able to see the status of the Video Interview, and review the responses directly in the Candidate Manager.

  1. Open the candidate's profile.
  2. Find the Video Interview status just below the candidate name.
  3. Click 'Interview' to review the candidate's video answers, including a transcript.
  4. Click 'Export All Video' to download the files of each answer. 

💡Learn More: Video Interviewer User Guide

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