New Candidate
A Candidate record stores someone who has applied for a job — their details and their CV. It keeps applications in one place rather than scattered across inboxes, and feeds the recruitment side of HRM.
Where to find it
Go to HRM > New > Candidates.
Field reference
| Field | Required | Description |
|---|---|---|
| First Name | Yes | The candidate's first name. |
| Last Name | Yes | Their surname. |
| Email / Phone | No | How to reach them. |
| Position | No | The role applied for. |
| Resume | No | Their CV, attached to the record. |
| Status | No | Where they are in the process. |
Where candidates come from
- Manually, through this form.
- From your website, where a careers page uses Web Candidate Setup — applications arrive directly.
The Candidates feature only appears in the menu when it is switched on in HRM Settings. If you cannot see it, that is the reason rather than a permission problem.
Related pages
- Candidates List — all applications
- Candidate View — one application in detail
- Web Candidate Setup — collecting applications from your site
- Add Employee — where a hired candidate goes