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Adding Candidates to Your Organization

How to Add New Candidates to Your Organization

  1. You will start by clicking the "Candidates" button on the left-hand side of the screen. The ConveyIQ Home page with a red arrow pointing to Candidates in the left menu
  2. On the "Candidates" tab you will then click the "Add Candidates" Button. The Candidates page with a red arrow pointing to the Add Candidates button
  3. Once the "Add Candidates" button has been clicked you will be given 2 options to either " Manually Add" or "Bulk Upload". We will cover both options in this article. The Add a Candidate dialog with the Manual Add tab open and empty candidate detail fields
  4. For the "Manual Add" tab, you are required to enter the Candidate's First Name, Last Name, Email, Position, and the Candidate's "Current Stage". Once entered you will click "Add". The Add a Candidate dialog with the Manual Add fields filled in and a red arrow pointing to the Add button
  5. If you need to add multiple candidates at once, you have the option to do with through the "Bulk Upload" option.You can export from your CRM or ATS as a .csv file to perform this action. The Add a Candidate dialog with a red arrow pointing to the Bulk Upload tab
  6. The "Bulk Upload" tab allows you to add multiple candidates at a time with a CSV file. We will provide a sample file for you to use as a template to make sure all candidates are added correctly. The Bulk Upload tab of the Add a Candidate dialog with a red arrow pointing to Download Sample File
  7. Once you have entered the candidate's information in the CSV file you will then upload the CSV file into ConveyIQ.

The Bulk Upload tab with a CSV file selected and a red arrow pointing to the Upload button


You have now successfully added a candidate or candidates to ConveyIQ.