How-to

See candidates in a particular job or download a report

Last updated May 30, 2025 · Administrator

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Viewing candidates within a job allows you to track hiring stages and actions, and export reports for analysis or sharing with leadership.

Steps to view and export candidate data

  1. Go to the job’s Candidates tab
    • Open the specific job from the Jobs module.
    • Click the Candidates tab.
  2. Use filters to narrow down candidates
    • Filter by:
      • Hiring stage
      • Source (career page, referral, vendor)
      • Recruiter or status (shortlisted, rejected, etc.)
  3. Review candidate data
    • View name, stage, date of application, feedback status, and tags.
  4. Click Export Report
    • Use the Export button to download the report.
    • Choose a format:
      • Excel (XLSX) – For analysis and record-keeping
      • PDF (if available) – For sharing summaries
  5. Download and share
    • The report will include:
      • Candidate names and contact info
      • Application stage
      • Interview outcomes
      • Resume links and tags

Use cases

  • Weekly review meetings
  • Performance tracking for a role
  • Sharing status with hiring managers