Open Recruiting
In the left sidebar, click Recruiting.
The Recruiting table works similarly to the Workforce table.
You can search, filter, view stage cards, open profiles, and manage candidates.
Managing Candidates in Recruiting
After creating a candidate profile, you can track the candidate as they move through each stage of the hiring process. For more information about creating a candidate profile, see this article.
Change a Candidate’s Stage or Status
Every candidate and employee moves through a set of predefined stages. Stage names cannot be changed.
Within each stage, you can create custom statuses that reflect your agency's process. For example, you might add a status such as Interview Scheduled within the Evaluation stage.
To update a candidate’s stage or status:
Navigate to Recruiting.
Click the candidate’s profile.
Click the candidate’s current status.
Select the new stage or status from the menu.
For more information about stages and statuses, see this article.
Add Notes and Update Other Team Members
You can use the candidate’s activity feed to document updates and keep other team members informed throughout the hiring process.
To add a note:
Navigate to Recruiting.
Click the candidate’s profile.
Click Activity.
Enter your note.
To notify another team member, type @ followed by their name to tag them.
Click the arrow to post the note.
Hiring a Candidate
When you hire a candidate, their profile automatically moves from the Recruiting section to the Workforce section.
To hire a candidate:
Navigate to Recruiting.
Click the candidate’s profile.
Click the candidate’s current status.
Choose the correct status under the Workforce section
Review the change and provide any additional candidate information that is missing from their profile. Required fields are marked Required in red.
Click Edit next to each section—Personal Info, Employee Details, and Pay Rates—and complete the required information.
To send an update to the candidate, enter a notification message. This message will be sent directly to the candidate.
To document the update in the candidate’s Activity tab, add a post.
To notify a team member about the update, select the team member you would like to notify.
Review the information, then click Save.
Once saved, the candidate will be hired and their profile will move from Recruiting to the Workforce section in Careswitch.
Mark a Candidate as Inactive
If a candidate will no longer move forward in the hiring process, you can mark their profile as inactive.
To mark a candidate as inactive:
Navigate to Recruiting.
Click the candidate’s profile.
Click the candidate’s current status.
Select the appropriate option under Inactive from the dropdown menu.
You will be prompted to review the change before saving. You can also send an update to the candidate, add a note to the candidate’s activity, or notify a team member. When you are finished, click Save.
The candidate’s profile will now appear as inactive.
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