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:
- Select the Add a candidate task on the Tasks tab. This task is available if you have at least 1 active role.
- Follow Max’s prompts to select a role to add the candidate to, provide information on the candidate, etc.
- (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:
- Add the candidate directly to your ATS. Tezi will sync the candidate from your ATS within 30 minutes.
- 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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