Permissions: Job Admin or above
Product tier: Available to all subscription tiers
Application Review is a unique stage that is automatically added as the first stage in every job's interview plan. The Application Review stage provides a streamlined process for a job's Recruiter to screen every new applicant for a given job, then advance or reject each application.
Begin Application Review session
When you have applications ready for review, a link will appear on your dashboard in the Applications to Review section of your dashboard.
This link will only appear if you're a recruiter on the hiring team and the job has candidates in the application review stage, or if you're the Hiring Manager and candidates are in the Hiring Manager Review stage.
Additionally, you can review on a specific job's dashboard by selecting the Pipeline tab and selecting Review Applications beneath Application Review on the right side of the page.
Finally, you can review a specific subset of candidates on the Candidates tab using Bulk Actions. Click here for more information.
Application Review features
In this section, we'll cover the information and actions available within the Application Review workflow.
See the following sections for more information:
- Candidate name
- Advance or reject a candidate
- Leave feedback for a candidate
- View candidate details
- View or download a candidate's documents
- Custom application questions
- Application history
- View candidate roundup
- Keyboard shortcuts
Note: Depending on your user permissions and the information available for the candidate, you might not see every section listed below. For example, if the candidate wasn't submitted by an agency recruiter, you won't see the Agency questions panel.
The top of the page shows the candidate's name and any applied candidate tags, and provides the ability to add and remove tags. This section indicates if the candidate is a referral, an internal candidate, or a potential duplicate. If the candidate is a referral, hover over the Referral label to view the related referral questions and responses.
Advance or reject a candidate
When you review a candidate's application, you can Advance or Reject them based on how you'd like to move them in the pipeline. Advance or Reject a candidate (user permissions permitting).
- Clicking Advance moves the candidate to the next stage in the interview plan. If your organization has configured any Stage Transition rules, they could be triggered by this action.
- Clicking Reject launches the rejection workflow, prompting you to select a rejection reason, provide responses to your organization's custom rejection questions, and send or schedule a rejection email to the candidate.
You won't be able to Advance or Reject candidates if don't have the proper user permissions.
To move to the next candidate without advancing or rejecting the current candidate, click the greater than icon at the top right.
Click here to learn more about rejecting a candidate.
You can quickly record scorecard feedback for a candidate using the Leave Feedback button. All scorecard feedback is recorded in the Feedback section of the candidate's profile.
You can send a notification to another member of the hiring team by using @mentioning in this field.
Note: Your scorecards are visible to all recruiters, hiring managers, and other users with permission to view the candidate or role. Notes recorded here are considered public notes.
If another member of the hiring team had previously left scorecard feedback on the candidate, it will also display during the application review.
The Candidate Details panel provides in-depth information about the candidate and their application:
- Applied date
- Job post applied through
- Credited to
- URLs for personal websites, portfolios, and social media accounts
- Any tags for the candidate
For additional candidate actions, click the Ellipsis icon . You'll be able to see specific actions based on your user permissions:
- Merge the candidate record with another record in your organization
- Transfer candidate to a different job
- Send an email to a candidate to directly from application review
- Reject as spam: Mark the application as spam and automatically reject future applications associated with this candidate's email address
View or download a candidate's documents
If the candidate included documents with their application, or if a member of your team added attachments to the candidate's profile, they appear here. This can include a resume, a cover letter, and/or other documents, with each document labeled to match the file type selected on the candidate's profile. View the documents directly in app, or click the download icon next to the file name to store and view locally.
Custom application questions
If the candidate responded to custom application questions through a job post or job post request email, the questions and responses appear here.
The Application History section provides an overview of other jobs the candidate has applied to. This includes jobs the candidate applied to historically and those the candidate might be active on currently. If your permissions allow, you can view scorecards submitted for the candidate on those jobs as well.
You must either be a Site Admin or be assigned Job Admin permissions on the candidate's other jobs to see their application history.
If the candidate was submitted by an agency recruiter, custom agency questions and responses are surfaced in this section. If the candidate was not submitted by an agency recruiter, this panel does not appear.
View candidate roundup
When you're finished reviewing candidates, click I'm done, view candidate roundup at the bottom-right of the page for an overview of candidates advanced, rejected, or not-actioned during your review session.
Click the link on the Advanced for role tile to view a filtered list of candidates advanced during your review session.
You can click the X icon in the top-right corner to return to the Job Dashboard page.
You can use the following keyboard shortcuts to quickly move through applications in your queue without touching the mouse.
You can open this menu by pressing the question mark (?) key on your keyboard.
To learn more about reviewing candidate applications, see the following articles: