Create a Candidate

Use these instructions to create a candidate record. Here are two methods for creating a candidate via the Advanced Find and Resume Capture.

Candidates can also be created via their LinkedIn Profile. Click here for more information.

Candidates can also be created through the Compass Portal. Click here for more information.

Create a Candidate via Advanced Lookup

  1. Mouse over People on the main navigation bar and select the General link from the fly-out menu.
  2. The Advanced Lookup segment will open, select the Candidate option to display attribute fields that can be used to look up a specific candidate.
  3. Click Find to search for the candidate that matches the lookup criteria.

  4. If the Candidate is not in the Lookup Results click the Create button.

    If the Create Entity Role Selection box opens; choose the Candidate role, select it as default and click Submit to continue.

    This screen will appear only if more than one role was selected on the Advanced Lookup prior to clicking Find. The onlyt type of person that can be created via Advanced Lookup is the Candidate. To create Contacts, Supplier Contacts or Supplier Candidates please use the workflows from the Company record.

  5. The Create a Candidate workflow will open in a new window. While updating the form, fields marked in red are required to complete the workflow.

  6. Click on the buttons to the right of certain fields to open a new window which will allow you to search and select options related to that specific field.

  7. If entering a Postal Code that is used by multiple city names a Select City/State lookup window will open; choose from the options in the drop down menu. These options are tied to the postal code table; after making your selection click confirm to return to the workflow.

  8. Click Confirm to complete the workflow.

  9. The Adapt screen will refresh to display the Summary segment of the new candidate record.

Create a Candidate via Fast Find

  1. Select People from the Fast Find drop down menu on the main navigation bar.

  2. Enter the first and/or last name of the person you wish to find, i.e. “Smith”. The system will search both first name and last name of people (candidate, contacts) in your database, i.e. “Smith” will return results such as “Smithson Jones” and “John Smith”. If you only know the beginning of a name, enter an asterisk (*) after the letters you enter. For example, "Hart*" (without the quotes) will return "Hartline", "Hartford", etc.

  3. All people records that match any or part of the text used to search will display. The results will be separated by their roles.

  4. If the record is not found mouse over the  icon to open a menu and select Create a Candidate.

  5. The Create a Candidate workflow will open in a new window. Update the form and click Confirm then the Adapt screen will refresh to display the Summary segment of the new candidate record.

    A limitation of this method is, if there are no records that match any part of the search criteria, the lookup results segment will not display thus the workflow menu is not accessible. In this situation the Create via Advanced Lookup method should be followed.

Create a Candidate via Resume Capture

  1. Mouse over People on the main navigation bar and select the Resume Capture link from the drop down menu.
  2. Acquire the resume and import the candidate(s) into Adapt. See the Resume Capture topic under Searching for additional information on importing candidates.