Adding Candidates to a Role

Modified on Mon, 3 Aug at 10:48 AM

With your role built and its questions ready, it's time to bring in the people you'll actually interview. Adding a candidate places them in this role's pipeline, where you can interview them, track how they move through your stages, and manage their recording consent. You can enter someone from scratch, import a resume, or pull in a candidate you already have on file.

Adding Candidates from a Role

Open the role
Click Add Candidate
Search for candidates by name
Select one or more candidates
Click the Add button

Tip: To find your roles, hover over the Lavalier icon in the top-left corner and click Roles, then search for or select the role you need.

From a Candidate's Profile

You can also add a candidate to a role directly from their profile page.

Open the candidate's profile
Click Add [Name] to New Role
Search for and select the role
Click Add to Role

What's next?

With candidates in your pipeline, you're ready to talk to them — set up your first conversation, whether you start it now or schedule it for later.

Create and schedule interviews →

Troubleshooting

Error: I don't see the "Add Candidate" button

Make sure your role is in the "Interviewing" stage. The Add Candidate button only appears for active roles, not roles that are still in draft mode.

Error: I can't find the candidate I'm looking for

The candidate may not exist in your system yet. If you have permission to manage candidates, you can create a new candidate directly from the search dialog by clicking the create option that appears.

Error: I can't add a candidate to the role

You need edit permissions for the candidate to add them to a role. If you don't see the option to add a specific candidate, check with your administrator about your candidate management permissions.