Permissions: Job Admin or above

Product tier: Available to all subscription tiers

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 the next steps with the candidate's application.

Begin Hiring Manager Review session

You can start a Hiring Manager Review session on My Dashboard or a specific job's Job Dashboard

Starting on My Dashboard

Navigate to My Dashboard and locate the Applications to Review panel. Click Hiring Manager Review next to the correct job.

Screenshot-of-HM-applications-to-review.png

Note: The Applications to Review panel appears if you match either of the following criteria:

  • You are the listed Recruiter on a job's Hiring Team and the job currently has candidates in the Application Review stage
  • You are the listed Hiring Manager on a job's Hiring Team and the job has candidates in the Hiring Manager review stage

Click here for more information on Application Review.

Starting on Job Dashboard

Navigate to a specific job (All Jobs Job) to see the Job Dashboard.

Select the Pipeline panel on the right and click Review Applications under Hiring Manager Review

Screenshot-of-job-dashboard-HM-application-review.png

Hiring Manager 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:

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. 

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.

Screenshot-of-HM-review-candidate-tags.png

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. 

Screenshot-of-HM-revie-reject-advance.png

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 greater_than.png at the top right. 

Click here to learn more about rejecting a candidate.

Leave feedback

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.

Screenshot-of-HM-review-leave-feedback.png

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.

Candidate details

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

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

Screenshot-of-HM-review-candidate-details.png

For additional candidate actions, click the Ellipsis icon Ellipsis_2.png. You'll be able to see specific actions based on your user permissions:

  • 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

Screenshot-of-HM-review-additional-candidate-actions.png

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. 

Screenshot-of-HM-review-download-resume.png

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. 

Screenshot-of-HM-review-custom-application-questions.png

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. 

Screenshot-of-HM-review-application-history.png

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. 

Screenshot-of-HM-review-agency-questions.png

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.

Screenshot-of-candidate-roundup.png

You can click the icon in the top-right corner to return to the Job Dashboard page. 

Keyboard shortcuts

You can use the following keyboard shortcuts to quickly move through applications in your queue without touching the mouse. 

Keyboard_shortcuts.png

You can open this menu by pressing the question mark (?) key on your keyboard.

Additional resources

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