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Candidates Management Manual

This manual explains in detail how to use the Candidate App in Pulsawork. It is designed for non-technical users and covers everything from searching and filtering candidates to using bulk actions, individual user actions, and advanced AI features for data extraction from supporting documents.

1. Introduction

The Candidate App in Pulsawork is designed for HR and recruitment professionals. It allows you to quickly search through candidate profiles by applying various filters and actions. This manual will guide you through every feature so you can manage candidates efficiently without a technical background.

2. Key Features Overview

  • Candidate Search & Filters: Use basic and advanced filtering options (e.g., by city, region, education, language, gender, skills, etc.) to find the right candidate.
  • Bulk Actions: Perform actions on multiple candidates at once, such as generate documents or start foreigner process.
  • Individual User Actions: View candidate profiles, assign recruiters, or change candidate statuses.
  • Advanced AI Support: Utilize integrated AI and OCR technologies to automatically extract and organize data from ID documents and resumes.

3. Accessing the Candidate App

  1. Log in to your Pulsawork account.
  2. Navigate to the Dashboard.
  3. Select the "Candidates" section from your Human Resources menu.
  4. Open the Candidate App interface, where you will see filtering options, bulk actions menus, and candidate listings.

4. Understanding the User Interface

The Candidate App user interface is split into two main areas:

Filter Pane (Top Section)

  • Contains simple fields, dropdowns, and checkboxes.
  • Use this area to apply search parameters such as location, education, skills, language, and more.

Candidate List Area (Main Section)

  • Displays the list of candidates based on your filters.
  • Includes options for selecting individual or multiple candidates.
  • Provides action menus for both individual candidates and bulk processing.

The Candidate App makes it easy to narrow down candidates using two types of filtering.

Using Basic Filters

  • Keyword Search: Enter a term (name, skill, etc.) to search through candidate profiles.
  • Location Filters: Use dropdowns to select a specific city, region, or country.

Using Advanced Filters

  • Education & Language: Choose from predefined options, including education types and language skills.
  • Skill Filters: Input multiple skills using the ‘skills’ field.
  • Extra Options: Filter by candidate labels, source, gender, duplicate entries, or foreign candidates.

6. Bulk Actions and User Actions

The Candidate App supports a range of actions that can be applied to one candidate or to multiple candidates at once.

Bulk Actions

Bulk actions are designed to save time by applying changes to several candidates simultaneously.

  • Assigning Recruiters: Assign multiple recruiters to candidate in Hiring Rooms.

  • Assigning to Hiring Room: Assign a candite to Hiring Room from detail view "Perform action".

  • Tagging or Labeling: Apply labels or tags in bulk per record.

  • Exporting Data: Download candidate data for reporting. You can choose to export all fields or specific ones.
  • Generating Documents: Generate documents such as CVs, cover letters, or contracts for multiple candidates. Generate documents for multiple candidates by selecting them and choosing the document type from the dropdown menu. For generating specific documents contact your support team through our helpdesk or internal support channels.
  • Starting Foreigner Process: Initiate the foreigner process for multiple candidates.

Individual User Actions

For a single candidate, you can:

  • View Detailed Profile
  • Edit Information
  • Change Recruitment Stage
  • Assign or Reassign Recruiters
  • Review Document Data

7. Advanced AI Support for Data Mining

Pulsawork integrates AI and OCR (Optical Character Recognition) technologies to streamline document handling.

OCR and AI in Data Extraction

  • Automatic ID and Resume Parsing
  • Data Mining: AI-driven algorithms extract structured data.
  • Improved Accuracy: OCR enhances searchability and ensures data accuracy.
  • User Feedback: Manually edit AI-mined data to improve future accuracy.
  • Documents Type: Choose from Resume, Passport, ID Card, Driving License, Visa, Work Permit, and other documents.

8. Step-by-Step Usage Guide

Logging In and Accessing the App

  1. Sign in with your Pulsawork credentials.
  2. Navigate to "Candidates" in the Dashboard.

Applying Filters

  1. Use the filter pane to set search criteria.
  2. Click “Apply” to update the candidate list.

Selecting Candidates

  • Use checkboxes next to candidate names to select profiles.

Documents Upload

  • Documents Upload: Upload documents directly from the candidate profile and AI will handle data Mining for automation.
  • Organize Documents: Create folders and sort documents for easy access.
  • Speficic Document Types: Choose from Resume, Passport, ID Card, Driving License, Visa, Work Permit, and other documents. Filter validity and other attributes.

Performing Bulk Actions

  1. Select candidates.
  2. Open the Bulk Actions menu.
  3. Choose an action and confirm.

Using Individual Actions on a Candidate

  • Show Preview: See candidate's basic information.
  • View Card: Click on the candidate’s name for a detailed profile view.
  • Edit details: Change candidate information in a profile, upload documents, assing for recruitment etc.
  • Convert to Employee: If the candidate is hired directly, convert them to an employee.
  • See History: See complete history over a time and work with candidate.
  • Delete Candidate: Delete candidate from the system.

Reviewing AI-Mined Data

  • Check extracted details from ID documents or resumes.
  • Edit data if necessary.
  • Click the "Reset" button to clear filters.
  • Update search criteria at any time.

9. Tips for Effective Use

  • Combine Filters Judiciously: Use multiple filters together for precise searches.
  • Leverage Bulk Actions: Save time by updating multiple profiles at once.
  • Review AI Data Extraction: Regularly check auto-populated information for accuracy.
  • Experiment with Filters: Reset and reapply filters if needed.

10. Support and Resources

If you encounter issues or have questions:

  • Contact your HR Administration for guidance.
  • Online Resources: Check the Pulsawork Help Center for tutorials and FAQs.
  • Pulsawork Support: Reach out via the support portal.

This detailed manual helps you use Pulsawork’s Candidate App efficiently, from simple searches to bulk actions and AI-powered data extraction. Happy recruiting! 🚀

11. Frequently Asked Questions (FAQ)

What should I do if a candidate’s document data is incomplete?

The AI extracts document data automatically, but you can manually update any inaccuracies within the candidate’s profile.

How can I quickly assign a recruiter to several candidates?

Use the Bulk Actions menu. Select multiple candidates, then choose "Assign Recruiter" and select a recruiter from the list.

How do I filter candidates by specific skills?

Enter the desired skills using the skills filter field. Use the "all selected skills must match" toggle for precise filtering.

What happens if I update the filters?

The candidate list refreshes to show candidates matching the new criteria.

How does the page look like?

Candidates Table Example