Applicants

Main information about the applicants registered in the system is stored in the Applicant table (hrm_applicant).

Register an applicant

tip

Role required: hrm_agent.

You can register an applicant in several ways described below.

Register an applicant manually

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To register an applicant manually, complete the following steps:

1. Navigate to Human Resource Management → Recruitment → Applicants.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.

Applicant form fields

Field	Mandatory	Description
Photo	N	Click to attach an image.
First name	Y	Specify the applicant's first name.
Last name	Y	Specify the applicant's last name.
Middle name	N	Specify the applicant's middle name.
City	N	Select a city.
Gender	Y	Select the applicant's gender.
Date of birth	Y	Specify the applicant's date of birth.
Mobile phone	N	Specify the applicant's mobile phone number.
Email	N	Specify the applicant's email.
Preferred means of communication	N	Select the applicant's preferred means of communication.
Telegram	N	Enter a Telegram link to the applicant's account.
Work notes	N	Specify additional information that will be added to the Activity Feed of the record.

Use the attachment window to upload files related to the record. To add your files, drag and drop them into the attachment window, or click Upload from your device and add files via the file manager.

Register an applicant using data import

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Before you register an applicant using the data import, set up a connection between your HRM instance and a recruitment platform. Read more about the connection to the hh.ru platform in the Recruitment platform connection article.

The system offers several ways described below to import data from a recruitment platform.

Via a CV list

1. In the agent interface, navigate to Human Resource Management → Recruitment → CVs.
2. Click Import in the upper-right corner.
3. In the window that opens, paste the URL of the applicant's CV page into the Third-party link field and click Import. The system will redirect you to the imported CV form.

Via an applicant submission task form

When creating an Applicant submission task, complete the following steps to import data from a recruitment platform:

1. Open the Applicant Submission form. There are two ways to do that:

• Navigate to Human Resource Management → Recruitment → Applicant Submissions.
• Navigate to Human Resource Management → Recruitment → Recruitment Requests. Open an existing request record and open the Applicant Submissions related list.

2. Click New.
3. Click Import next to the CV field.
4. Fill in the required fields.
5. Click Save or Save and exit to apply the changes.

Communicate with an applicant

You can communicate with an applicant on the Applicant submission task form by sending an email or instant message. To do so, complete the following steps:

1. Navigate to Human Resource Management → Recruitment → Applicant Submissions.
2. Open an existing applicant submission record and click the email icon or instant messenger icon in the lower-right corner of the candidate card.
3. Fill in the required fields.
4. Click Send.