How to add candidates manually
Overview
Today's sourcers often discover promising talent on non-traditional platforms, such as social networks or portfolio sites, where candidates may not have a traditional resume readily available. Eightfold allows you to create candidate profiles by directly entering basic details into a lightweight form, eliminating the need to upload a resume file or manage a CSV import. This reduces friction and allows you to instantly capture a candidate in your talent pool, giving you the flexibility to enrich their profile with more details later.
Prerequisites
- Your user account must be granted the
PERM_IMPORT_RESUMESpermission. - You must have the candidate's email address. An email is mandatory to create a profile, as it serves as the system's unique identifier.
How does it work
- Navigate to the Candidates page, an Event, a Community, or the Global Search page.
- Click Add Candidate (or select Enter Details from the header dropdown) to open the manual entry side panel.
- Enter the candidate's basic information. First Name, Last Name, and Email are required fields.
- Fill out any additional details, such as a contact number, source, or assigning a Prospect Owner.
- Save to create the candidate profile.
Tip for continuous entries: If you need to add several candidates at once, select the Add another candidate checkbox before saving. This keeps the side panel open, clears the previous candidate's personal details, but retains entity-specific fields like the prospect owner or event stage so you can quickly enter the next profile.
Note: Sometimes, you may not see an option to add an event activity or community stage when accessing the manual import functionality from the Global Candidates page. This feature works the same way as the Import Resume page. Depending on which page you access the manual import from, you will see different additional fields, similar to those available on the Import Resume page.