You can add candidates to vacancies in multiple ways; by manually adding candidates, filtering candidate lists in your CRM, directly from their profile, importing spreadsheets of candidates straight into a Beamery vacancy, or by using a recipe. 

Table of Contents

Use a Bulk Action to Add Candidates to a Vacancy
Use Filters to Find Candidate to Add to a Vacancy
Add a Candidate to a Vacancy from their Profile
Use Contact Import to add Candidates to a Vacancy
Use a Recipe to Add Candidates to a Vacancy

Use a Bulk Action to Add Candidates to a Vacancy 

To manually add individual candidates to a vacancy from your CRM database navigate to "People" and select at least one candidate by clicking the tick box next to their name. You can also select multiple candidates.

Once you've selected the candidates you'd like to add to the vacancy, click the "Bulk actions" button and select "Add to vacancy".

The "Add to Vacancy" window will appear including a dropdown menu of your existing vacancies. You can select multiple vacancies to add your candidates to. When you have finished your selection, click "OK".

Your candidates have now been added to your vacancy.

Use Filters to Find Candidate to Add to a Vacancy

You can select candidates to add to Vacancies by using filters. Navigate to "People" and open the filter panel by clicking on "Show Filters" on the left side of the grid. 

Select at least one filter from the menu by clicking on your chosen data field and entering a value. Once your results appear, select all candidates by clicking the tick box next to the "Full Name" column heading.

Once you've selected the candidates you'd like to add to the vacancy, click the "Bulk actions" button and select "Add to vacancy".

The "Add to Vacancy" window will appear including a dropdown menu of your existing vacancies. You can select multiple vacancies to add your candidates to. When you have finished your selection, click "OK".

Add a Candidate to a Vacancy from their Profile

You can also add candidates to a vacancy through their own profile. To do so, first you must locate the candidate in your system either by using Quick Search or locating them through the use of filters. Once the contact has been located, click their name to open the profile.

Locate the briefcase icon in the profile workspace on the right and click 'Add to vacancy'. 

Use Contact Import to add Candidates to a Vacancy

You can add candidates directly into a vacancy when importing them into Beamery. To do so, navigate to the settings menu by clicking the cog in the bottom left corner.

Click on "Import Contacts" then select "Upload Spreadsheet". Choose the spreadsheet of contacts you wish to import.

Next, select a vacancy from the drop-down menu to automatically assign your imported contacts to.

Once you've mapped all of your spreadsheet columns into the appropriate Beamery columns, click the "Confirm Import" button. 

To learn more about how to import your contacts into Beamery, please click here.

Use a Recipe to Add Candidates to a Vacancy

You can also add candidates to a vacancy automatically by creating a Recipe. To create a recipe, start by navigating to the Automation module.

You have the option of selecting from several actions to trigger the adding of candidates to a particular vacancy.

For example, a trigger could be:

• When the contact is created
• When they have submitted an application via forms
• When their status is changed 
• When they have been added to a pool

You can also add additional filters to narrow the parameters as required.

Within the Actions section, select which vacancy you want the recipe to add candidates to. Once you've reviewed the recipe, click "Activate".