Each person who applies to your positions, or that your team adds as a prospect, is called a “candidate”. Every candidate is associated with a position or candidate pool.
You can store details about candidates, track their progress in the recruiting process, schedule interviews, and communicate directly with them, right from Breezy.
The options you have for working with candidates’ info will depend on your hiring team role — Hiring Manager or Member.
In this section:
Adding Candidates
Adding Candidates
When a candidate applies to your position through your career portal or a job board, they’ll be added to Breezy automatically. But if you want to add candidates yourself, you have a few options.
Entering candidate info manually
Bulk importing a list of candidates or batch of resume files
Admins can add candidates to any position in Breezy. Hiring Managers can add candidates to positions they’re assigned to.
You can add candidates anywhere you see the + Add Candidate button, or:
Click Positions/Pools in the left sidebar and open the correct position.
Click + Add Candidates in the top-right corner.
Add details or files for your candidate(s).
The Candidate Profile
All your candidates’ details are available in their candidate profile, from their contact info and resume to completed questionnaires and scorecards. You’ll also find their interview schedule, conversation history, reference check results, and your hiring team’s feedback and notes.
Hiring Team Members can view most of the info in a candidate’s profile. Only Hiring Managers and Admins can view everything in the candidate’s profile, and can add or change info.
You can access a candidate’s profile anywhere you see their name and profile picture, or:
Click Positions/Pools in the left sidebar.
Open the correct position.
Locate the candidate and click their name.
The Pipeline
Every position in Breezy has a pipeline — a series of stages each candidate moves through in the recruiting process. The pipeline provides a visual snapshot of the candidates you’re working with for a particular position.
You can move candidates to a different stage in the pipeline in three ways:
Drag and drop candidates from one column to another
Change stages from a candidate’s profile
Bulk move candidates from the Candidates view of a position
Admins and Hiring Managers can move candidates on the pipeline.
To move candidates from the pipeline view:
Click Positions/Pools in the left sidebar.
Open the correct position.
Click the candidate’s name and drag to a different stage.
Stage actions
Stage Actions are operations that happen automatically, the first time a candidate enters a pipeline stage. You can use them to automate tasks like sending a message or questionnaire to a candidate when they apply, or asking your hiring team to give feedback after an interview.
You can create and edit stage actions from a few different places:
A position’s pipeline view
Position settings
Recruiting preferences.
Admins and Hiring Managers can edit a pipeline’s stage actions.
To add a stage action from the Pipeline view:
Click Positions/Pools in the left sidebar and open the correct position.
Click the settings menu (three dots) for the stage where you want to set the action.
Click Edit Stage Actions in the dropdown.
Interviewing
When you’re ready to meet a candidate for an interview, you can send meeting invites from the candidate’s profile. You can include video meeting links for remote interviews, and add interview guides and scorecards to help your hiring team provide feedback on the candidate
Admins and Hiring Managers can schedule interviews from a candidate’s profile.
To schedule an interview:
Open the candidate’s profile.
Click the calendar icon 🗓 in the upper-right corner of the window.
Choose a time, hiring team members, and other options for the meeting.
When you send the invite, the candidate and each hiring team member will receive an email with all the details!
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