Managing Candidates
Customising disqualification reasons
Whenever you disqualify a candidate, you have to provide a reason why from a list of options. The only reason you have by default is Not Suitable. Other disqualification reasons can be added in settings. Adding a disqualification reason In the top ...
Adding a user to eyrecruit
Users are anyone who has access to the eyworks system. Users are given access to different parts of the system depending on their role. In the top right, click on > System Settings. Click on the Users tab. Click on the icon in the top right. Type in ...
Assigning tags to a candidate
Tags are a way you can organise candidates and jobs. Each tag is coloured so you can keep track of it on the pipeline, jobs screen, and candidates screen. Tags can be assigned to a candidate from the candidate's profile, or to a job when creating a ...
Creating tags for candidates
Tags are a way you can organise candidates and jobs. Each tag is coloured so you can keep track of it on the pipeline, jobs screen, and candidates screen. Tags can be assigned to a candidate from the candidate's profile, or to a job when creating a ...
Copying a candidate to another job
Copying a candidate to another job will create a duplicate of the candidate's profile, without events or tasks, in the other job's pipeline. In eyrecruit, click on the Pipeline tab. Click on the candidate to bring up their profile. In the top right, ...
Scheduling interviews
Scheduling interviews through the candidate profile In eyrecruit, go to either the Pipeline or the Candidates tab and click on the candidate to bring up their profile. On the right, click the button next to Events to bring up a form. Fill out the ...
Using the tasks screen for candidates
Tasks are a way of keeping track of any actions you need to complete that are associated with people on the system. You can use the task screen to see all tasks assigned to you, as well as all other public tasks on the system. Adding a public task ...
Tasks in the candidate profile
Tasks are a way of keeping track of any actions you need to do associated with a particular candidate. Tasks created for a candidate can be seen by all users in that candidate’s hiring team. Adding a task In eyrecruit, click on the Pipeline tab. ...
Hiring a candidate
eyrecruit has integration with other eyworks software. If your setting also runs eymanage, then you’re able to add the candidate as a staff member from eyrecruit. In eyrecruit go to the Pipeline tab. Drag and drop the selected candidate into the ...
Downloading a candidate's profile
You’re able to download a candidate’s profile information to your computer. This is useful if you want to save a candidate’s details after archiving or deleting a job. In eyrecruit, click on the Pipeline tab. Click on the candidate to bring up their ...
Moving a candidate to another job
eyrecruit lets you easily move candidates between jobs while keeping their information in tact. In eyrecruit, click on the Pipeline tab. Click on the candidate to bring up their profile. In the top right, click on > Move Candidate. In the pop-up ...
Blacklisting a candidate
Blacklisting is a way of marking certain candidates as wholly unsuitable for your setting. Blacklisted candidates are shown with a red border in the Disqualified pipeline. You can only blacklist rejected candidates: In eyrecruit, go to the Pipeline ...
Disqualifying a candidate
In eyrecruit, go to the Pipeline or the Candidates tab and click on the candidate. Click on the icon in the top right. Click on the drop-down menu in the pop-up window and select a Reason for disqualifying. Click Disqualify. Sending a ...
Emailing a candidate
In eyrecruit, go to the Pipeline or the Candidates tab and click on the candidate. In the candidate profile, click on the icon in the top right. Select an email template from the drop-down menu, or type a new email in the text box. Click Send.
Starring a candidate
Candidates can be starred to show that they're particularly impressive. Stars will show up alongside the candidate in the pipeline, in their profile, and in the candidates tab. To star a candidate: In eyrecruit, go to either the Pipeline or the ...
Viewing candidate location
Assuming a candidate has applied with a valid postcode, you’re able to view their location on a map. In eyrecruit, go to the Pipeline tab. Click on the candidate to bring up their profile. Click on the Location tab. This will bring up a map with ...
Using the history log on the candidate profile
You can use the history log on a candidate’s profile to see a history of what updates have been made to a candidate’s profile and status, and when they happened. In eyrecruit, click on the Pipeline tab. Click on the candidate to bring up their ...
Tracking messages with a candidate
All email interactions between candidates and the hiring team are recorded in the candidate profile. In eyrecruit, click on the Pipeline tab. Click on the candidate to bring up their profile. Click on the Messages tab to see all email communications ...
Adding notes to the candidate profile
The hiring team is able to add notes to a candidate’s profile. These notes can record interactions with the candidate, or just include basic observations that can be seen by other users in the hiring team. To add a note In eyrecruit, go to either the ...
Adding files to a candidate profile
Files are added to the candidate’s profile automatically whenever the candidate sends an email to the hiring team with an attachment, but you can also add them manually. In eyrecruit, go to either the Pipeline or the Candidates tab and click on the ...
Editing the candidate profile
Changing the candidate's name In eyrecruit, go to either the Pipeline or the Candidates tab and click on the candidate to bring up their profile. Hover over the candidate's name in the top left to bring up three icons. Click on the icon to edit the ...
Adding candidates to the system
There are two ways a candidate can be added to the eyrecruit system. By application When a candidate applies to a job post, the candidate will be automatically added to the pipeline under Applied, and the hiring team will receive a notification ...