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How do I use the Wizehire Candidate Pool to save and manage candidates?
How do I use the Wizehire Candidate Pool to save and manage candidates?

You can save, organize, and revisit candidate profiles across multiple job postings, making it easy to retain top talent for future roles!

Tamalyn Holcomb avatar
Written by Tamalyn Holcomb
Updated over 2 months ago

Why should I save highly-skilled candidates?

  • Future Role Fit: If a candidate shows potential for other roles that may open in the future, saving them ensures easy access for future hiring needs - like inviting them to apply to your other jobs!

  • Proactive Recruitment: Having a pre-qualified pool of candidates allows for quicker outreach when new job opportunities arise, reducing time-to-fill.


Follow these steps to use the Candidate Pool feature

1. Accessing the Candidate Pool

  • Log in to your Wizehire account.

  • Go to the “Candidates” tab on the main dashboard.

  • From there, you can view a list of 'All' candidates or 'Saved' candidates.

2. Saving a Candidate:

To save a candidate to your Candidate Pool from a candidate profile:

  • Open the job dashboard where the candidate applied.

  • Select the candidate’s profile.

  • Click the “Save Candidate” button.

  • Choose a reason for saving the candidate from the dropdown (e.g., “Strong Resume”):

To save a candidate to your Candidate Pool from a Job Dashboard:

  • Hover over the candidate card and click the box to select the candidate

  • Click "Save":

  • Choose a reason for saving the candidate from the dropdown (e.g., “Strong Resume”)

To save a candidate to your Candidate Pool from the “Candidates” tab on the main dashboard:

  • Navigate to the Candidates tab on the main dashboard

  • Hover over the candidate you want to save -- click "Save candidate":

3. Viewing Saved Candidates

  • Navigate to the Candidate Pool section to see your saved candidates.

  • You will see a Collapsed View with the candidate’s:

    • Full Name

    • Job Title and Company (applied to most recently)

    • Application Date

    • Current Hiring Stage

  • Click on a candidate’s name to expand their profile for more details.

4. Expanded View of a Candidate Profile

Clicking the candidate's name opens the expanded view where you can find:

  • Contact Information (Email, Phone, Location)

  • Details of where and when the candidate was saved

  • The reason for saving the candidate

  • Comments that were added when the candidate was saved

  • Candidate Tags

  • The “Invite to Apply” button, which lets you send an invitation for future roles

  • A “Back” button to return to the Candidate Pool or the option to “Unsave” the candidate if no longer needed.

5. Using Candidate Tags

You can create or add unlimited tags to any candidate

  • Click the "+" button next to "Tags"

  • Search current or create new tags and apply:

6. Inviting a Candidate to Apply

You can invite candidates from your Candidate Pool to apply for new job postings:

  • Click the “Invite to Apply” button on the candidate’s profile.

  • Choose an ‘Open’ job posting from your full job list, or search the job title you want to invite them to.

  • Customize the invitation message if desired.

  • Once you send the invite, the candidate will receive an email with a link to apply for the new role.

7. Managing Your Candidate Pool

  • Candidates saved to your Candidate Pool are not job-specific; they are accessible company-wide, across all job postings.

  • You can easily organize and revisit these candidates for future openings without losing track of why you saved them or their application status.

  • In future versions of the feature, you’ll also be able to access additional information like resumes, cover letters, screener questions, and DISC assessments.

8. Unsaving a Candidate

If you no longer want to keep a candidate in your Candidate Pool:

  • Hover over the 'Save' icon from the Main Dashboard - Candidate tab, or directly from a candidate's profile.

  • Click “Unsave candidate” to remove them from your saved list.

    • They'll remain in your "All" candidate view.

FAQs:

Q: What happens if a candidate updates their contact information after applying multiple times? A: If a candidate applies to your company multiple times (using the same email address), Wizehire will always use the most recent information they provided, including any updates to their name, phone number, or other contact details.

Q: Can I leave comments on a candidate's profile? A: Yes, you can leave comments when saving a candidate, providing additional context for future reference. These comments are not tied to specific job postings and are different than 'Notes'.

Q: Will I be able to see the candidate’s resume and cover letter? A: In future versions of the Candidate Pool feature, we plan to include the ability to view resumes, cover letters, screener questions, DISC assessments, and more.


By following these steps, you’ll be able to efficiently manage your candidate pipeline, making it easier to revisit and invite top talent to apply for future roles.

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