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Knowledge Base

Overview

Candidate Management

Overview

It includes a centralized database, applicant profiles, Zita Match Candidate profile, and an integrated messaging platform, streamlining the recruitment process. 

My Database

Database 

This page showcases candidates in your database, including Unlocked and Imported candidates, as well as job applicants. Easily view matched candidates for specific jobs, invite them to apply, and track their status as they become official applicants for the position. 

Tabs Overview 

  • All: Displays all candidates in your database, including Unlocked, Imported, Applicants, and others. 

  • Unlocked: Contains candidates unlocked from Talent Sourcing. 

  • Imported: Shows candidates imported through the “Import Candidates” page. 

  • Applicants: Lists direct applicants for posted jobs. 

  • Others: Provide a list of candidates who have not submitted applications. 

Candidate Management Software

Smart Filters 

Filter criteria such as Job Type, Experience, Qualification, Location, Skills, and Willingness to Relocate. Applying these filters will automatically update the results on your screen, and you can view the active filters in the quick filters section for easy reference. 

Candidate Management Software

Bulk Action 

These features streamline the candidate management process, allowing for efficient handling of multiple profiles and employing cutting-edge AI technology for optimal job-candidate matching 

 When candidates are selected, a bulk action bar appears, presenting options like "Export Resumes" and "Advanced AI Matching", applicable to a selected job title.

Candidate Management Software

Export Resume

  • Choose at least two candidates to activate the bulk action bar. Here, the "Export Resumes" button enables you to download the resumes of those selected instantly.

Best Candidate Engagement Software
  • In other hand, begin by selecting a job title from the search bar. Then, choose a minimum of two candidates and proceed by clicking "Export Resumes" in the bulk action bar. 

Candidate Engagement Software
Candidate Engagement Software

Advanced AI Matching Process

  • Start by selecting a job title, followed by choosing at least two candidates. Then, initiate the matching by clicking "Advanced AI Matching" in the bulk action bar. 

Candidate Engagement Software
Candidate Profile Management
  • This action sets off an advanced AI matching process, systematically aligning each chosen candidate with the specific demands of the job title, ensuring a precise fit. 

Search Bar 

  • In the search bar, you have the following options:

  1. Job Title Selection: Select from a dropdown menu of active job titles to view candidates matched to a specific job position.

Candidate Management Tool

 2.  Candidate Search: Input a candidate's name or email and click "Find Candidates" to locate specific candidate profiles. 

Candidate Management Tool

Candidate Profile view

Zita offers a concise summary of a candidate's details, including resume, contact information, application status, and communication section in one streamlined view.

  • Click on the "Name" to access a candidate's full profile, encompassing all their detailed information in one place. 

Candidate Management Tool
  • Based on the matching type of a candidate's profile, selecting "Show All Matching" directs to distinct views: 

  1. Basic Matching: Clicking on this option takes you to the candidate's profile view under the "Matching Analysis" tab. Here, it displays all jobs matching the candidate's profile.

Candidate Profile Management
Candidate Profile Management

 2. AI-Matching: For profiles with AI-based matching, selecting "Show All Matching" leads to the candidate's profile in           the "Matching Analysis" section, specifically under the "All Matching Job" tab. This also shows all jobs that align with       the candidate's profile.

Candidate Profile Management Tool
Candidate Profile Management Tool

Favorite Candidates

The Favorite Candidates feature enables easy marking of top candidates as favorites for quick access and organization within a job's candidate list.

  • Marking as Favorites

  1. Select a job title in the search bar.

  2. Each candidate snippet includes a favorites icon. Click on this icon to mark a candidate as a favorites. 

Best Candidate Management Tool

  3.  To remove a candidate from favorites, click the icon again to mark them as non-favorites. 

Best Candidate Management Tool
  • Viewing Favorite Candidates

  1. Click on the "Favorites" button to display your list of favorite candidates. 

  2. Click the button again to return to viewing all candidates

Best Candidate Management Tool
Best Candidate Management Software
Notes

Notes

The Notes feature enables team members to efficiently collaborate by adding, editing, and deleting annotations on a candidate's profile for streamlined communication and tracking. 

  • Adding Notes:

  • Click the "Notes" link in a candidate’s snippet to navigate to their profile under the "Communication" tab.

Candidate Profile Management Tool
  • Enter comments or notes in the "Notes for Team Members" section and click "Add"

Candidate Profile Management Software

Note 

Only the person who added a note can edit or delete it; other users notes cannot be modified.

  • Editing/Updating Notes:

  • To update a note, click the "Edit" icon, make changes, and then click "Update"

Candidate Profile Management Software
Candidate Profile Management Software
  • Deleting Notes: 

  • To delete a note, click the "Delete" icon and confirm by clicking "Ok"

Candidate Management Software
Candidate Management Software

Note 

1.The Notes added by you can be edited or deleted only by you. 

2.Once deleted, the comment or note will be permanently removed. 

Invite to Apply 

Enhance candidate engagement using the Invite to Apply option, a crucial tool for proactively reaching out to potential candidates and effectively tracking their interest in your job opportunities. 

  • Initial Invitation:

  • Select the "Invite to Apply" icon in a candidate's snippet.

Candidate Management Software
  • Click "Yes" in the prompt to send an invitation email to the candidate. 

Candidate Management Tools
  • Re-Invitation

  • If you've already invited a candidate, click again on the "Invite to Apply" icon to re-invite. 

Candidate Management Tools
  • Confirm re-invitation by selecting "Yes" in the prompt. 

Candidate Management Tools

Tips:

Monitor the candidate's status, which will show as Not Interested, Interested, or Applied, based on their response.

Applicant Profile Page

Applicants Profile Page 

This exclusive profile view is tailored for applicants, presenting complete details such as Personal Information, Resumes, Experience, Education, Matching Jobs, Notes, Screening Status, Application Details, Matching Analysis, and more, offering a thorough overview of each applicant"s application status and background.

To explore all applicants for a specific job: 

  • Navigate to "Job Posting" in the sidebar menu. 

Best Candidate Management Software
  • Click on the number under the "Applicants" column to view all applicants for that job. Alternatively, to view applicants based on their screening progress, click on the number in the "Screening Status" column for the specific job. 

Best Candidate Management Software
  • This will direct you to the "Applicants Pipeline" page. Then, click on the name of the applicant in the snippet to view their full profile. 

Automated Hiring Solutions

Tabs Overview 

   1. Applicant Dashboard: Displays basic personal information, job preferences, and screening status of the applicant.

a. Download Resume: Click “Download resume” to instantly download the applicant's resume. 

   2. About: Shows job preferences, professional skills, and answers from the applicant questionnaire. 

   3. Resume and Cover: Present the applicant's cover letter and resume. 

   4. Communication: Contains notes/comments about the applicant and allows for adding new notes. 

  a. Messages: Facilitates direct communication with applicants via messaging. 

   5. Meetings: Lists scheduled meetings with options to arrange new ones for the applicant  

   6. Matching Analysis: Provides a detailed matching analysis of the applicant with the job, including scores and                         descriptions for each criterion.  

   7. Mailbox: Displays all mail correspondence and includes features to compose and send emails  

   8. Screening Status: Indicates all the applicant"s stage history in the Applicants Pipeline.  

       a.  All Matching Jobs: Lists all jobs that match the applicant"s profile.  

   9. Interview Question: Shows scheduled interviews and provides generated questions with optimal answers.  

       a. Scorecard: Displays the interview performance scorecard, allowing you to rate and comment on the candidate"s                  performance. 

Automated Hiring Solutions
Zita Match Candidates Profile

Zita Match Candidates Profile Page 

This profile is designed specifically for Zita Match Candidates, including those uploaded or imported. It provides a comprehensive view of each candidate"s information, featuring their Resume, Notes, Messages, Meetings, Mailbox, All Matching Jobs, Matching Analysis, and Invitation Status, offering a complete and detailed overview within the Zita system. 

To explore all the candidates for a specific job: 

  • Navigate to "Job Posting" in the sidebar menu. 

Best Candidate Engagement Software
  • Click on the number under the "Zita Match" column to view all candidates for that job. Alternatively, to view candidates based on their invitation status, click on the number in the "Invited to Apply" column for the specific job.

Best Candidate Engagement Software
  • This will direct you to the "Zita Match Candidates” page. Then, click on the name of the candidate in the snippet to view their full profile.

Note 

It"s also accessible from the "My Database Page", but this requires selecting a specific job.

Tabs Overview

  1. Candidate Dashboard: Displays basic personal information, job preferences, and an option to invite the candidate for the specific job opening, Simply Click "Invite to Apply" to invite a candidate to apply for the job. 

  a. Download Resume: Click “Download resume” to instantly download the applicant's resume. 

  2. About: Shows job preferences, professional skills

  a. Resume and Cover: Present the Candidate resume. 

  3. Communication: Contains notes/comments about the applicant and allows for adding new notes.

  a. Messages: Facilitates direct communication with applicants via messaging. 

  4. Meetings: Lists scheduled meetings with options to arrange new ones for the applicant. 

  5. Matching Analysis: Provides a detailed matching analysis of the applicant with the job, including scores and                          descriptions for each criterion. 

  6. Mailbox: Displays all mail correspondence and includes features to compose and send emails 

  7. Invitation Status: Displays the current stage of a candidate"s response to a job invitation, such as whether they have          accepted, declined, or not yet responded. 

Automated Hiring Solutions
In-Built Candidate Messaging Platform

In-Built Candidate Messaging Platform

In the candidate's profile, the Messaging feature allows for direct messaging with the candidate in just one click. All messages are saved and can be accessed anytime. This Messaging is linked to the specific job and is visible only when you open the profile through a selected job or on the Zita Match candidates page for that job. 

 

  • Navigate to the "Communication" tab. 

  • Type your message in the provided space. 

  • Click on the "Send" button to dispatch your message. 

Interview Management System
Interview Management System
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