Application Review stage

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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. 

In this article, we will cover the functionality available within the Application Review stage.

Begin Application Review session

You can initiate an Application Review session from either the My Dashboard page or an individual job's Job Dashboard page.

Starting application review from your dashboard

When you have applications ready for review, a link will appear on your dashboard in the Applications to Review section.

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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. 

Starting application review on the job dashboard

You can begin application 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.

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Additionally, 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. Each page in the workflow represents one candidate and provides the candidate's application materials (such as resume or custom job post question responses), candidate details, and the ability to add notes to the candidate's profile. At the top of each page, eligible users will be able to advance or reject the candidate.

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. 

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Candidate name

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.

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The top panel also provides an overview of how many applications you have left to review, and the options to Advance or Reject a candidate (user permissions permitting). To move to the next candidate without advancing or rejecting the current candidate, click the greater than icon greater_than.png at the top right. 

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. 

Click here to learn more about rejecting a candidate.

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Candidate details

The Candidate Details panel provides in-depth information about the candidate and their application, including the following: 

  • Applied date
  • Job post applied through
  • Source
  • Credited to
  • URLs for personal websites, portfolios, and social media accounts

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For additional candidate actions, click the Ellipsis icon Ellipsis_2.png. Depending on your user permissions, the following actions are available: 

  • Transfer candidate to a different job
  • Reject as spam: Mark the application as spam and automatically reject future applications associated with this candidate's email address
  • View or create scorecards: Log more extensive feedback, including an overall rating (Definitely Not, No, Yes, Strong Yes)
  • Send candidate an email: Contact the candidate directly to request more information, share feedback, and so on

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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. 

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Notes

Use the Notes panel to record feedback or action items. The Notes panel supports @mentioning your teammates. All notes are recorded on the candidate's Activity Feed.

Note: Your notes 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.

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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. 

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Application history 

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. 

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Agency questions

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. 

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I'm done, 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, or click the icon in the top-right corner to return to the Job Dashboard page. 

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Additional resources

To learn more about reviewing candidate applications, see the following articles: