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How to Add Candidates in Recooty

Avi avatar
Written by Avi
Updated over 5 months ago

Recooty provides Admins, Recruiting Admins, and Hiring Managers with the flexibility to add candidates individually or in bulk. Follow this guide for detailed steps.

Adding a Single Candidate Resume/CV

Step 1: Navigate to the "Add a New Candidate" Option

  1. On the dashboard, locate the “Post a Job” button at the top-right corner.

  2. Click the small arrow next to it.

  3. Select “Add a New Candidate” from the dropdown menu.

Step 2: Upload Resume

  1. On the “Add a Candidate” page, click the “Upload a Resume” button or drag and drop the resume into the upload box and click on Next.

Note: Supported Formats: PDF and DOCX.

Step 3: Assign a Job Role

  1. From the Choose a Job dropdown menu, select the job role to which you’re adding the candidate.

Step 4: Review and Customize Candidate Details

  1. Recooty automatically parses the resume and fills in key details, such as:

    • First Name & Last Name

    • Email Address

    • Phone Number

  2. Review the information and modify it if necessary.

Step 5: Fill in the Application Form (Optional)

  • If the selected job role includes an application form, its questions will appear.

  • Fill out the relevant questions if necessary.

Step 6: Finish Adding the Candidate

  • Click Finish to save the candidate to your pipeline under the selected job role.

Adding Candidates in Bulk

Recooty allows you to import multiple candidates in bulk through one of two methods:

  • If you have a CSV file with all candidate details, such as name, email, phone number, and resume links, use the Spreadsheet Import method.

  • If you only have resumes available separately for each candidate and no additional details, opt for the Bulk Resume Upload method.

Follow the steps below to choose the appropriate method based on the data you have.

Option 1: Import via Spreadsheet

Step 1: Access Bulk Import

  1. On the dashboard, click the arrow next to the "Post a Job" button.

  2. Select “Bulk Import Candidates” from the dropdown.

  3. You will be redirected to Settings > Imports.

Step 2: Start a Spreadsheet Import

  • Under Spreadsheet Import, click the “Import New” button.

Step 3: Prepare Your Spreadsheet

Ensure your spreadsheet includes the following fields:

  • Candidate Name

  • Email Address

  • Phone Number

  • Resume URL

Step 4: Select Job Role

  • Choose the job role for which you want to add the candidates.

Step 5: Map the Data

  1. Once you upload the spreadsheet, click Next.

  2. If your CSV contains multiple sheets, select the sheet from which you want to add the candidate details.

  3. To ensure all the information is accurately added to the relevant fields on the dashboard of a candidate is in the dashboard, map the columns in your file to fields:

    • First Name

    • Last Name

    • Email

    • Phone Number

    • Resume URL

(e.g.: if your sheet contains a column named F_Name, you need to map F_Name to the First Name field)

Step 6: Import and Confirm

  1. Click Next to start the import process.

  2. Once the import is complete, click Close to finalize.

  3. Candidates will now be added under the selected job role.

Option 2: Bulk Resume Upload

Step 1: Access Bulk Resume Upload

  1. Click on your profile picture and navigate to Settings > Imports > Bulk Resume Upload.

Step 2: Upload Multiple Resumes

  1. Select the job role for which you want to add the candidates.

  2. Select multiple resumes in PDF or DOCX format:

    • You can either select all the resume files together and upload them at once, or drag and drop all the files into the upload box.

  3. Click Upload to process the resumes.

Step 3: View Import Status

  1. In the Bulk Resume Upload section, click on the uploaded file to check the status.

  2. Candidate applications will be marked as:

    • Completed: Successfully uploaded.

    • Processing: Currently in progress.

    • Failed: Includes the reason for failure (e.g., missing required information).

  3. This information ensures that you can track and resolve any issues instantly.

Adding candidates in Recooty is simple and efficient, whether you’re uploading a single resume or importing in bulk.

For any further assistance, feel free to contact us at [email protected]!

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