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Inviting and managing candidates

This article explains how to use the Candidates section to view, organise, filter, and manage candidates in your account.

This article provides an overview of everything visible on the Candidates screen, including candidate details, status indicators, and filtering options.

Open the Candidates section

To open the Candidates area:

  1. Log in to your account.

  2. From the left-hand menu, select Candidates.

This opens the Candidates List, where you can view all candidates associated with your account.

From this page, you can:

  • search for candidates by keyword

  • apply filters

  • sort candidate information

  • view candidate statuses

  • open candidate profiles

  • invite new candidates

  • manage candidate actions


Understand the Candidates List View

The Candidates List displays important candidate information in one view.

You may see columns such as:

Column

What it shows

Name

Candidate name and email address

Occupation

Candidate’s occupation, if available

Partner Classification

Candidate’s classification, if available

Experience

Candidate’s listed experience

Status

The candidate’s current stage

Created at

The date the candidate was created or added

Action

Additional actions you can take

This view helps you quickly understand where each candidate sits in the process.


Invite a candidate

To invite a new candidate:

  1. Go to Candidates.

  2. Select Invite Candidate.

  3. Enter the required candidate details.

  4. Send the invitation.

Once invited, the candidate may need to complete required steps before progressing through the candidate journey.


Use status buckets

At the top of the Candidates List, you will see status buckets.

These help you organise candidates by their current stage.

Status buckets may include:

Status bucket

What it means

All

Shows all candidates

Pending requests

Shows candidates with pending requests

Pre Qualified

Shows candidates marked as pre-qualified

Awaiting Consent

Shows candidates waiting to provide consent

Reject Consent

Shows candidates who rejected consent

Job Ready

Shows candidates who are ready for engagement

Archived

Shows candidates who are no longer active

Selecting a status bucket automatically filters the candidate list to show only candidates in that stage.


Understand candidate status labels

Each candidate has a status label in the Status column.

Common status labels may include:

Status

Meaning

New

The candidate has been added but has not completed the required steps

Awaiting

The candidate is waiting to complete a required step or provide consent

Awaiting Consent

The candidate is reviewing or providing required consent

Pre-Qualified

The candidate has been reviewed and marked as suitable

Job-Ready

The candidate has completed the required steps and is ready for engagement

Archived

The candidate is no longer active

These status labels help you quickly identify what stage the candidate is currently in.

Open a candidate profile

To view a candidate’s full profile:

  1. Go to Candidates.

  2. Find the candidate in the Candidates List.

  3. Select the candidate’s name, or select the three dots in the Action column.

  4. Select View Details.

This opens the Candidate Details page.


Review candidate details

The Candidate Details page gives you a more detailed view of the candidate.

From this page, you may be able to review:

  • profile strength and completion

  • personal and contact information

  • identity details

  • work experience

  • education

  • licences, memberships, and registrations

  • specialist skills

  • languages

  • preferences and expectations

  • uploaded documents

You may also see a Classification section where you can select the most accurate occupation after reviewing the candidate’s profile.


Take action on a candidate

From the Candidate Details page, you may see action buttons in the top-right corner.

These may include:

Action

What it does

Mark as pre-qualified

Updates the candidate’s status after review

Mark as job ready

Marks the candidate as ready for employer engagement

Message

Allows you to communicate with the candidate

Request Information

Allows you to request missing or additional details

The available actions may depend on the candidate’s current status and profile completion.

These actions allow you to update a candidate’s status or communicate with them directly.


Mark a candidate as job ready

A candidate can be marked as job ready once they have completed the required steps and are ready for employer engagement.

To do this:

  1. Open the candidate’s profile.

  2. Review their details.

  3. Confirm the required information has been completed.

  4. Select Mark as job ready.

The candidate will then appear under the Job Ready status bucket.


Message a candidate

You can message a candidate from their Candidate Details page.

To message a candidate:

  1. Open the candidate profile.

  2. Select Message.

  3. Enter your message.

  4. Send the message.

Use messaging to clarify details, request next steps, or communicate updates.


Request more information

If a candidate profile is missing important details, you may be able to use Request Information.

This can be used to ask the candidate to complete or update parts of their profile.

Further details on requesting information may be covered in a separate article.


Troubleshooting

I cannot find a candidate

Use the search bar or filters to narrow the Candidates List.

You can also select the All status bucket to make sure you are not only viewing candidates in one stage.

I cannot see a candidate in a specific status bucket

The candidate may not currently have that status.

Select All to view all candidates, then check the candidate’s current status in the Status column.

I cannot mark a candidate as job ready

Check whether the candidate has completed the required steps.

You may need to review their profile, select the correct classification, request missing information, or confirm consent before marking them as job ready.

A candidate’s profile is incomplete

Open the Candidate Details page and review the profile sections.

Use Request Information if you need the candidate to provide missing details.

I need to contact a candidate

Open the Candidate Details page and select Message.

I want to remove a candidate from active lists

Use the Archived status if the candidate is no longer active or should no longer appear in your active workflow.


If you need any support with your Talent Mobility Hub portal, please do no hesitate to contact your Customer Success Manager for support. We're here to help!

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