Candidate Inbox View

The Candidate Inbox view on the People Dashboard allows you to review and make decisions on candidates in the Inbox stage of all your Open Jobs, as well as candidates that have submitted their resume through your Job Board (if applicable). From here, you can choose what action to take with the candidates: move them forward in the process, disqualify them from the Pipeline, or remove them from the database entirely.

Candidates can be added to the Inbox of your Pipelines and displayed in this view through:

To review the Nominations :

  • Navigate to People in the Main Navigation Bar and click on the Candidate Inbox view

  • Each line in this view will represent a candidate nomination
    • These could be nominations for specific Jobs OR resumes submitted through your Top Echelon Recruiting Software Job Board
    • The same candidate can appear in the list multiple times if they’re associated with multiple Jobs
  • To clear a line from this view, a decision must be made on each nomination
    • For nominations associated with a specific Job, this can be accomplished by selecting one of the following icons:
      • Move to the next stage – this record will be moved to the next stage in your Pipeline and will be displayed in the In Play view
      • Disqualify on this Job – this record will be moved to the Disqualified view of that Pipeline
      • Delete from your database – this will delete the record entirely, so it will no longer be accessible in the database
    •  For resumes submitted through your Job Board, this can be accomplished by selecting one of the following icons:
      • Keep in your database – this record will remain in your database, but will be removed from the Candidate Inbox view
      • Delete from your database – this will delete the record entirely, so it will no longer be accessible in the database


To take action on an individual record within your Candidate Inbox:

  • Locate the Actions column on the right side of the page and click the corresponding icon to log an Activity , schedule an Activity , or Send an Email to the candidate 
    • The corresponding Job and Company records will be related to the corresponding Activity, if applicable


To take action on several records within your Candidate Inbox:

  • Select the corresponding records by clicking the checkboxes to the left of the record names
    • Check the top box to select ALL records from your list of results
  • Click to expand the action icon at the top of the list to take one of the following actions on your selected records: add to a Hotlist, add to a Pipeline, Delete from Database

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