Candidates
 

Create your First Candidate

Zita allows you to build your own candidate database in the following ways 

  • Bulk Import Candidates 

  • Sourcing Candidates from Talent Pool 

  • Applicants 

1. Bulk Import Candidates

 

This feature allows you to import the candidate database from your local system or database into your Zita account. 

  • Click on "Bulk Import Candidates" on the Header menu.

  • You can either drag and drop the candidate resumes from your local system into the “Drag & Drop section”. Or click on Browse and choose the candidate resumes. 

  • Click on “Bulk Import” to import all the chosen resumes into your Zita database. 

  • Importing the resumes process time will vary depending upon the quantity of the resumes. Click on “OK”, this process will run in the backend and you can proceed with other works. Once completed Zita will intimate you via email. 

  • Imported candidates resume will list in the database as follows, 

  • Once imported the candidates, check for the status. Indicates whether these resumes are added to your database or not. 

  • Green Tick = Indicates that the resume is added to your database and sent for matching with the available Jobs. 

  • Red Cross = Indicates that the resume import is not completed as the required fields are not filled and hence not added to your database and not sent for matching. 

  • All the successfully imported candidates will be listed in both Bulk Import Candidates page and My Database page. 

2. Talent Sourcing

 

This feature allows you to unlock the candidate contact from the Talent Sourcing database. To unlock the candidate contact, you must have enough credits to buy.  

 

Note: Free trial users cannot buy credits and unlock candidate contacts. 

  • Click on "Talent Sourcing" on the Header menu. 

  • Search the candidates by Job Title, Location, Distance, Last Active status. Here “Keyword" (Job Title) is mandatory to find the candidates. Click on “FIND CANDIDATES” to get the results. 

  • Candidates for the search will be listed immediately. 

  • Here candidate’s contact details will be masked and To Unlock the contact details, you should have Candidate Contact Credits. Click on “UNLOCK” in the respective candidate snippet to unlock the candidate contact. 

  • To proceed with Unlocking, Click “OK”. To View unlocked candidates, click on the “My Database” Link. Unlocked candidates will be added to your ‘MY Database” page with the unlocked contact details.  

  • Once Unlocked, Status will be updated as “Unlocked” and one credit will be debited from your available credits. 

  • If You don’t have enough candidate contact credits, click on “BUY” to purchase the candidate contact credits. 

  • You can add the required number of credits and buy it to unlock candidate contacts. Click on “BUY” to proceed with payment. Once purchased, you can unlock candidate contacts from Talent Sourcing. 

  • You can download the candidate profile individually or in Bulk, Select the candidates and click on “Bulk Action”, Download

  • You can unlock the candidate profile individually or in Bulk, Select the candidates and click on “Bulk Action”, Unlock

3. Applicants Pipeline

 

This page will have the applicants for the respective job. You can manage the hiring process using this page. In order to simplify the process and make the most out of the applicants' pipeline view, we've designed a very simple method to move the applicants along the different stages:

  1. New Applicants

  2. Shortlisted

  3. Screened

  4. Qualified

  5. Disqualified

  • While on the applicants' pipeline view, click and hold down the mouse button on the applicant you wish to move along the stages. 

 

 

 

  • Drag the candidate to the desired stage. 

  • Release the mouse button once you are hovering on the desired stage. The candidate's card will be placed and displayed there with other applicants.

  • As all the stages of screening will be notified to the candidate, a confirmation will be asked for moving the applicant from one stage to another. After confirmation, it will move.

  • Once the applicant is shortlisted, you can schedule an interview with that applicant by integrating your calendar with Zita.

  • Click on the "Schedule Interview" icon, it will open the integrated calendar in a separate window.

  • Click on the "Download Resume" icon, it will download the applicant's resume.

4. My Database

This page is an overview of the candidates in your database. It includes the candidates you have Unlocked, Imported, Applicants for your job, etc. Here you can choose the posted job and see the matched candidates for that job. 

You can invite the matched candidates and ask them to apply. If applied they will be converting them as applicants for the job. 

  • All: This tab has the overall candidates in your database (Unlocked, Imported, Applicants, Others). 

  • Unlocked: This tab has the unlocked candidates from the Talent Sourcing. 

  • Imported: This tab has the candidates you have imported in the “Bulk Import Candidates” page. 

  • Applied: This tab has the direct applicants for the posted jobs. 

  • Filters: Filter your candidates by Job Type, Experience, Qualification, Skills, and Location. 

  • Bulk Action Download: You can download the candidate profile individually or in Bulk, Select the candidates and click on “Bulk Action”, Download. 

  • Candidate Profile View: By clicking on the "Name", you can view the complete profile of that candidate with all details. 

  • You can select the job from the “Job Title”. It has only the Active Jobs in your account, by choosing it will show the Matched candidates for that job.

  • Select JD from the list and get the matched candidates for that job. 

  • You can search the candidate by proving name or email and click on “Find Candidates”. 

  • Click on the “Show All Matching” link in the candidate snippet to view all the Matching jobs for that candidate. 

 

  • Click on the “Notes” link to add any comments or notes about that candidate. 

 
 
 
 
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  • Add your notes/comments in the Notes sheet and click on “Update” to save the notes. 

  • Favorite Candidates: You can mark the candidate as a favorite for the job and view the list anytime.

  • Click on the “Show All Matching” link in the candidate snippet to view all the Matching jobs for that candidate.  

  • Click on the “Heart” symbol on the Matched Jobs to make that candidate favorite for that job.  

  • To View, the Favorite candidate for the Job, Select the Job in “Job Title” and click on the “FAV” button. Immediately the favorite candidate will be listed.

5. Candidate Profile View

This Page will give you the complete details about the candidate like Personal Information, Resume, Experience, Education, Matching jobs, Notes, Screening Status, Application details, etc. You have two different profile views, 

  • Applicants Profile Page 

  • Zita Match Candidates Profile Page 

Applicants Profile Page 

This profile view is only for the Applicants. It provides the complete details of that applicant like Personal Information, Resumes, Experience, Education, Matching jobs, Notes, Screening Status, Application details, Matching Analysis, etc.  

 

  • Click on the Name of the applicant on the snippet inside the “Applicants Pipeline” Page.

Sections of the Applicants Profile Page are as follows, 

  • About: This tab shows the personal information, Job preference, and professional skills of the applicants. 

  • Experience: This tab shows the Experience, projects, internships of the applicant 

  • Qualification: This tab shows the education, certification, and publication details of the applicant. 

  • Resume/Cover: This tab shows the cover letter attached by the applicant while applying and the resume of the applicant. 

  • Notes/Meetings: This tab shows the notes/comments added regarding this applicant. Also, you can add notes of the applicants. Then it has the meetings scheduled for this applicant. 

  • Messages: This tab will allow you to communicate with applicants directly via the messaging platform. 

  • All Matching Jobs: This tab shows all the matching jobs for this applicant 

  • Questionnaire: This tab shows the questionnaire for this job and the response for the applicants while applying for the job. 

  • Matching Analysis: This tab shows the Matching of this applicant with the Job in detail. Complete analysis for each group. 

  • Screening Status: This tab shows the screening status of the applicant which is implied with the stages of the Applicants Pipeline page. 

  • Scorecard: This tab shows the scorecard of this applicant. You can rate this candidate for interview performance and add comments for the same. 

  • Download Resume: Click on “Download resume”, immediately the resume of this applicant will be downloaded. 

Zita Match Candidates Profile Page: 

 

This profile view is only for the Zita Match Candidates which are Uploaded, Imported candidates. It provides the complete details of that applicant like Resume, Notes, Messages, All Matching Jobs, Matching Analysis, and Invitation Status. 

 

You can view this profile from both the “Zita Match Candidates” Page and “My Database Page”. 

 

  • Resume: This tab shows the resume of the candidate (unlocked and imported). 

  • Notes: This tab shows the notes/comments added regarding the candidate. Also, you can add notes of the candidates. 

  • Messages: This tab will allow you to communicate with the candidates directly via the messaging platform. 

  • All Matching Jobs: This tab shows all the matching jobs for this applicant 

  • Matching Analysis: This tab shows the Matching of this applicant with the Job in detail. Complete analysis for each group. 

  • Invitation Status: This tab shows the invite to apply status and the candidate response for the invite sent. 

  • Download Resume: Click on “Download Resume”, immediately the resume of this applicant will be downloaded. 

  • Invite to Apply: Click on the “Invite to Apply” button to invite the candidate asking them to apply for the job. 

 

6. Candidate Communication

In Profile Chatbox & Notes: With this rich profile, you have the chatbox and notes section for every candidate respective to the job. 

Chatbox: In profile, the chat box will provide you the option to send and receive messages to the candidate directly in a single click. All the messages will be saved and can be accessed at any time.  The chatbox is associated with the job and will be visible only when you open the profile by selecting a job or in the Zita Match candidates page of the respective Job. 

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