Coming soon: The updated version of the feature outlined in this article will be released to all subscription tiers in the coming weeks! If the version of Hiring Manager Review available to you in Greenhouse Recruiting doesn't match what's described here, check again soon.
Hiring Manager Review is a unique stage that provides a streamlined process for a job's Hiring Manager to screen candidates. Depending on the permissions assigned to the Hiring Manager, the user can then advance/reject candidates, or leave feedback for the Recruiter to take next steps on the candidate's application.
In this article, we will cover the functionality available within the Hiring Manager Review stage.
Begin Hiring Manager Review session
You can initiate a Hiring Manager Review session from either the My Dashboard page or an individual job's Job Dashboard page.
From the My Dashboard page
Navigate to My Dashboard and locate the Applications to Review panel. Click Hiring Manager Review (#) to the right of the job where you'd like to review applications.
The Applications to Review panel appears on your dashboard only when the one of the scenarios below is met. If neither of these scenarios currently exists, the Applications to Review panel won't appear on your My Dashboard page at all.
- You are the listed Recruiter on a job's Hiring Team and the job currently has candidates in the Application Review stage, or
- You are the listed Hiring Manager on a job's Hiring Team and the job currently has candidates in the Hiring Manager review stage
From the job's Dashboard page
Navigate to a specific job (All Jobs > Job). From the Job Dashboard tab, navigate to the Pipeline panel on the right and click Review Applications beneath Hiring Manager Review.
Hiring Manager Review features
In this section, we'll cover the information and actions available within the Hiring Manager Review workflow. Each page in the workflow represents one candidate, and provides the candidate's application materials (such as custom job post question responses and resume) and candidate details, as well as the ability to add notes to the candidate's profile, and to advance or reject the candidate (user permissions permitting).
Note: Depending on your user permissions and the information available for the candidate, you might not see every section or action 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.
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 at the top right.
Clicking Advance moves the candidate to the next stage in the interview plan. Please note 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.
The Candidate Details panel provides in-depth information about the candidate and their application, including the following:
- Applied date
- Job post applied through
- Credited to
- URLs for personal websites, portfolios, and social media accounts
For additional candidate actions, click the Ellipsis icon . 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
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.
Notes and Hiring Manager feedback
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.
The Notes panel also includes an option for Hiring Managers to log a quick Yes or No on the candidate without creating a scorecard or entering note text. Choosing one of these options does not advance or reject the candidate.
This Yes/No selection appears as a public note on the candidate's Activity Feed.
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.
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 X icon in the top-right corner to return to the Job Dashboard page.
To learn more about reviewing candidate applications, see the following articles: