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Add Applicant

Add candidate leads and instantly link them to jobs, clients, and screenings.

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Written by Nikhil Verma
Updated over 3 months ago

๐ŸŒŸ Why this is Important

The Add Applicant panel gives recruiters the flexibility to add leads from any source, not just job listings. Whether someone applies in person, over the phone, through a referral, or via a resume drop-off, you can capture their details and immediately:

  • ๐Ÿงญ Associate them with a client or job order

  • ๐Ÿงช Perform general, job specific and healthcare screenings

  • ๐Ÿ’ฌ Add internal notes

  • ๐Ÿ” Treat them like any other applicant in your system

โœ… This helps maintain a complete, searchable record of all candidate activityโ€”ensuring no lead slips through the cracks.


๐Ÿš€ How to Access the Add Applicant Form

  1. Go to the Applicant Tracker

  2. Click Add Applicant (top-right corner)

  3. The Add Candidate Lead form will open on the right-hand panel


๐Ÿ“Œ Sections in the Add Applicant Form

1. Personal Information

Basic contact details for the applicant:

  • First Name & Last Name

  • Email (required)

  • Phone Number (with country code)

๐Ÿ“Ž These are used to create a unique profile in the system with a Jombone ID.


2. Applied For

Connect the applicant to a job and client:

  • Client Name (dropdown)

  • Job Order(s) โ€“ one or more

  • Shift(s) โ€“ Morning, Afternoon, Evening, Night

๐Ÿ“ This ensures job relevance and visibility in your hiring flow.


3. General Screening

Capture qualifying info and availability:

  • Job Type (Full-time/Part-time)

  • Shift Preferences

  • Postal or ZIP/City

  • Availability to Start

  • Transport Mode (Drive/Transit)

  • Free-text Skills

  • Background Check Consent (Yes/No)

  • Resume Upload

โœ… Ideal for quickly evaluating fit and availability.


4. ๐Ÿฅ Healthcare General Screening

If the selected job relates to healthcare, a specialized section should be filled:

  • Healthcare-specific compliance questions will be shown.

  • Screening fields relevant to regulated roles.

๐Ÿ“Œ Ensures health & safety compliance and role readiness.


5. ๐Ÿงฉ Job-Specific Screening

This section auto-loads if the job has customized questions configured by your team:

  • Job-specific screening question will be shown.

  • Functional or skills-based qualifications

  • Eligibility confirmations

๐Ÿ’ก Used to gather exactly whatโ€™s needed for roles like forklift operator, warehouse, etc.


6. ๐Ÿ“‹ Summary, Tasks (Optional) & Assessments

Use this area to assign internal follow-ups or add remarks:

  • Hiring Manager Summary (visible internally)

  • Task Date/Time + optional reminders

  • Apply Assessment Labels (Ideal Candidate, Proceed with Caution, etc.)

๐Ÿ“Œ Use this to flag candidates for attention or next steps.


๐Ÿ’พ Save Options

  • Save as Draft โ€“ Store now, finish or follow up later. Go to Community Recruitment -> Recruitment page in the left-hand menu to view and manage all saved leads.

  • Sign-Up โ€“ Immediately onboard the applicant and begin candidate flow

  • Forward Profile - Forward the profile to selected candidates and Immediately onboard the applicant and begin candidate flow.

    • Go to Applicant Tracker from the left-hand menu to view all candidates, including those created from manual sign-ups.

๐Ÿง  Tip: Use โ€œSave as Draftโ€ if the resume, job order or any other important detail isnโ€™t final yet.


๐Ÿ“ Points to Remember

  • ๐Ÿง Use this form for offline, sourced, or client-referred candidates

  • ๐Ÿ“Œ Always link a job and client to track their hiring activity

  • ๐Ÿง  Healthcare & job-specific questions are dynamicโ€”only show when needed

  • โœ๏ธ Save as Draft to hold the record, or Sign-Up to initiate onboarding

  • ๐Ÿ” All manually added applicants show up in Applicant Tracker for follow-up, filtering, or bulk action


The Add Applicant tool ensures that every candidateโ€”no matter where they come fromโ€”can be included in your structured hiring process, properly screened, tracked, and actioned just like online applicants.

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