Attaching a candidate to a requisition

Recruiters can selectively copy specific job application data between requisitions, including application dates, interview history, correspondence, candidate notes, answers to matching questions, resumes, and attached documents.

  1. Sign in as a recruiter.
  2. Select Candidates > All.
  3. Select a candidate.
  4. Right-click and select Attach Candidate.
  5. Specify this information:
    Job Requisition
    Select the reference number that is associated with the requisition to attach to the candidate.
    Job Posting
    Select the posting that is associated with the requisition.

    If you enable to attach candidates who did not complete the application process to requisitions, then this field is not required.

    If a job posting is not specified, then a link to the job posting is not sent to the candidate. The candidate cannot complete any initial application tasks that are configured.

    Use application data from a previous application
    Select this check box to use data from the candidate's previous application.
    As a recruiter, you can select a previous application in the Attached or Applied status.
  6. On the Data to Copy section, specify this information:
    Data to copy
    Select any of the applicable data to copy:
    • Date applied: Select this check box to copy the application date of the source job application onto the created job application.
    • Interview history: Select this check box to copy all the past interviews of the source job application onto the created job application.
    • Correspondence History: Select this check box to copy all the email correspondences of the source job application onto the created job application, including email attachments.
    • Candidate notes: Select this check box to copy the candidate notes of the source job application onto the created job application.

      You must disable the Hide Notes feature for this check box to be visible.

    • Attached documents: Select this check box to copy all the attached documents, excluding Resume, Offer Letter, and Contract.

      The Application Summary PDF is created using the date copied during the Attach Candidate action.

    • Answers to matching questions: Select this check box to copy the answers to screening questions from the source job application that matches the screening questions of the target requisition.

      Answers to matching questions are defined as:

      • Source and Target questions are from the Question Catalog and share the same Question ID
      • Target question is active
      • Parent-Child Conditions are met
      • Only questions configured in the Question Catalog are considered for matching. Profile and Interview Questions are excluded.
    • Resume: Select Candidate Profile to copy the most recent resume from the candidate's profile. Select Job Application to copy the primary resume from the source job application.
  7. On the Source information section, specify this information:
    Source
    Select the source that is associated with the job posting.
    Specific Source
    Select the specific source, if any, that is associated with the job posting.
    Referring Source
    Specify the referring source that is associated with the candidate or job posting.
  8. On the Workflow Step section, select which workflow the candidate is required for the new job application.
    The workflow step of the source job application is displayed depending on various conditions:
    • If the action is run on multiple records, the current workflow step of the first job application is displayed.
    • If the target requisition and the requisition of the source job application have the same hiring workflow, the selected workflow step is the current workflow step of the source job application.
    • If the target requisition and the requisition of the source job application do not have the same hiring workflow, the selected workflow step is the Attach Candidate to Requisition step of the target requisition's hiring workflow.
  9. On the Candidate Notification section, specify this information for internal candidates:
    Notify On Profile
    To send a profile notification to the candidate who is attached to a requisition, select this check box.

    If an internal candidate is attached to a requisition, then this check box is displayed.

    Notify By Email
    To send an email notification to the candidate who is attached to a requisition, select this check box.

    If an internal candidate is attached to a requisition, then this check box is displayed.

    From
    Specify the sender's email address to use in the email notification.

    If you select the Notify by email or Notify the candidates check boxes, then this field is displayed.

    Subject
    Specify the subject of the email notification.

    If you select the Notify by email or Notify the candidates check boxes, then this field is displayed.

    Message
    Specify the message to include in the email notification.

    If you select the Notify by email or Notify the candidates check boxes, then this field is displayed.

    Delay Email
    To send the email notification after a specific number of hours, select this check box.

    If you select the Notify by email check box, then this field is displayed.

    Delay Email by (hours)
    Specify the number of hours by which the delivery of email to the candidate is delayed.

    If you select the Delay Email check box, then this field is displayed.

  10. Click Submit.
    An email notification is sent to the candidate.