Candidates: adding and merging candidates

Who is this article for? 
This article will be useful to you if you are an agency wanting to learn how add and merge candidates.

This guide will walk you through how to manually add new candidates, and merge duplicate candidates. Let’s get started!

Candidates

Once you have logged in, click on Candidates in the left hand menu:

You will now see a list of candidates that have been referred to different job postings. The newest candidates are at the top:

Above the candidates, you will see options that allow you to view this page in different ways. Let’s go through these, one by one:

Filter

This section will show different filter options

1. Resume
   • This will filter the candidates by if they have uploaded a resume or not
2. Status
   • If “Active” is selected, this will only show candidates going through the hiring process
   • If “Archived” is selected, this will show candidates that are no longer active the hiring process
3. By Steps
   • This will allow you to filter by the step the candidate is currently in. We will go over those steps shortly.

Jobs

This section will show you jobs by branches. If you have multiple branches set up, you can view them here:

Sort

This section will show you:

1. Application Date
   • Filtered by Newest or Oldest first
2. Updated Date
   • Filtered by Newest or Oldest first

Add candidate

When a caregiver provides a referral, you will sometimes need to add those in manually. If you would like to award points for a candidate that did not come through Caribou, feel free to also input this manually. This next section will walk you through that process:

1. To manually add a candidate, click the “+ Add Candidate” button:
   
   
   
   
2. A pop-up will appear where you can enter the candidate's first and last name, an optional preferred name, the job they are applying for, the date they applied, and the referring employee:
   
   
   
   
3. Once you have filled out the first 3 fields, click into “Job applied to” to see a drop down of all your available postings. Select one:
   
   
   
   
4. If today’s date is not the date you want selected for the candidate, you can click in that field and choose the date manually:
   
   
   
   
5. To add the referring employee, click in to that final field. You can then search through your employee database:
   
   
   
   
6. Start typing a name, and if there are more than one similar name, you will see multiple options. Choose one:
   
   
   
   
7. Click the Add Candidate button to confirm, and you will see the new candidate in the top of your Candidates section:
   
   

Merging candidates

You may come across more than one of the same candidate, with slightly different variations. Our system will detect duplicate candidates, however some may apply with a different email or phone number. You can merge these into one single candidate by following the below:

1. Click on Merge Candidates in the top right:
   
   
   
   
2. A pop out will appear where you can search for two candidates to merge:
   
   
   
   
3. Type the name of the candidate in the first field, and you will see the different variations:
   
   
   
   
4. Do the same for the second field:
   
   
   
   
5. If there are more than two similar candidates, you can click on the Additional Application button to add another field:
   
   
   
   
6. Once you have selected the candidates to merge, click the Confirm button at the bottom and you will only see one candidate:
   
   

Congratulations! You can now add and merge candidates successfully. In the next guide, we will walk you through on how to move the candidate through the hiring process.