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 to go to the main Candidate / Client table.

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.

You can also watch this video (please note the interface shown is an older version):