How to add a candidate
Choose Add candidate on Pipeline or Contacts, enter their name and whatever else you have, and pick a role and stage. If they’re already in OpenATS (the same email, LinkedIn or phone), the new application goes on their existing profile instead of creating a second one.
Add someone#
Step 1: On Pipeline or Contacts, choose Add candidate.
Step 2: Enter their Full name, and any of email, headline, location, LinkedIn and phone.
Only the name is required.
Step 3: Pick a Posting and a Stage.
Choose General (no posting) to add them without a role.
Step 4: Set where they came from, under Origin and Source, and save.
Already in OpenATS?#
Before anyone is added, however they arrive (the careers form, Add candidate, the API, CSV and Juicebox imports, the OpenATS Extension or an ATS import), OpenATS checks who they already are:
- the same email, then
- the same LinkedIn or other profile link, then
- the same phone number.
A name alone is never treated as a match. Profile links are compared in one form (https://linkedin.com/in/<name>, whatever the country or extra bits in the address), and phone numbers by their last ten digits, so +1 (415) 555-0134 and 415.555.0134 are the same.
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