Onboarding

Add Users: Manually Add A Candidate or Client into Enginehire

Depending on your workflow and process, candidates or clients may come from a meeting, a phone call, or somewhere else before creating a profile. Use this to learn how to add a candidate or client that hasn't created their own account.

 

1. From top navigation bar, select Candidate or Client.

2. To the right of the search bar, select the "+" symbol to Add Candidate or Add Client.

Add Candidate or Client

3. Fill in the applicable information. 

4. Select Add. Now your user has a profile they can log into and complete their information.

IMPORTANT NOTE: Any user that is manually entered into your platform will be automatically entered into a Pre Application status.  This is a default status and cannot be edited/customized.  Therefore, it is important that this status is not deleted or edited within your general status flow.  

Now It's Your Turn.  

Use the above steps to see how this works first hand.