Add a candidate

Available for 💼 Starter, Pro, Business, and Enterprise only

Adding a candidate to Tezi enables you to leverage Tezi’s automations for that candidate, as well as track their progress in the Pipeline view. Use the steps below to add a candidate.

For users without 3rd-party ATS integration:

  1. Select the Add a candidate task on the Tasks tab. This task is available if you have at least 1 active role.
  1. Follow Max’s prompts to select a role to add the candidate to, provide information on the candidate, etc.
  1. (Optional but recommended) Confirm on the Pipeline tab that the candidate was added to the correct stage. Given the nature of AI, Max can occasionally make mistakes when adding a candidate.

For 🔗 users with 3rd-party ATS integration:

  1. Add the candidate directly to your ATS. Tezi will sync the candidate from your ATS within 30 minutes.
  1. After the candidate appears in Tezi, confirm that they are Max-managed if you want Tezi’s automations to apply. If they are ATS-managed, switch them to Max-managed.
 
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