Managing Candidates

Where: Core → My Applicants. You can also open a specific job and click the Applicants tab to see only that job’s candidates.

What you see

The list shows applicants with columns like name, applied date, stage, and often a fit/score. Use filters (date, stage, score) to narrow the list. Click a row to open the applicant profile: resume, contact info, application answers, any AI summary or match score, notes, and activity (emails sent, stage changes, interviews).

What you can do

• Change stage — Use Move or drag-and-drop (if your pipeline view supports it). Typical stages: Applied → Screening → Interview → Offer. Moving someone can trigger automations (e.g. send interview invite when they hit "Interview").

• Shortlist / Reject — Use the shortlist or reject action. Rejected candidates can get an automatic email if you’ve set a rejection letter template.

• Send email, schedule interview, create offer — From the profile, use the actions that appear. Emails use your email templates; interviews can use self-scheduling or Zoom.

To auto-reject people who don’t meet criteria (e.g. score below a threshold), set up Batch Auto Reject under Productivity → Automation. For how fit scores and rankings work, see Candidate Screening.

Direct link: My Applicants

Steps and directions

• Where: Core → My Applicants, or open a job and click the Applicants tab. Direct link: My Applicants.
• What you see: A list with name, applied date, stage, and often a fit score. Click a row to open the applicant profile (resume, answers, notes, activity).
• Change stage — Use Move or drag-and-drop (e.g. Applied → Screening → Interview → Offer). Moving can trigger automations (e.g. send an interview invite).
• Shortlist / Reject — Use the action buttons. Rejected candidates can get an automatic email if you’ve set a rejection letter template.
• Send email, schedule interview, create offer — From the profile, use the actions. Set up Batch Auto Reject under Productivity → Automation to auto-reject by criteria.