Managing candidates and applications | Workstream Help Center

Analytics

Monitor the number of your applicants from different sources and all published positions.

Written by Derma Aldea
Updated over a week ago

Engaging with applicants

Using the Messages tab

Workstream offers the Messaging tab, where all messages to and from applicants are in one place.

Written by Dianne P.
Updated over a week ago

Sending a reminder to an applicant manually

Send a reminder to a specific applicant manually with few easy steps

Written by Elleine Velasquez
Updated over a week ago

Sending bulk messages to your applicants

Workstream allows you to send direct messages and emails to your applicants at a real-time.

Written by Janina
Updated over a week ago

Sending direct messages to an applicant

Workstream allows you to send direct messages and emails to your applicants at a real-time.

Written by Janina
Updated over a week ago

Scheduling

Integrating your Google calendar with Workstream

Connect your Google calendar with Workstream so you can see all your meetings in one place.

Written by Derma Aldea
Updated over a week ago

Connecting with Outlook Calendar

Workstream has integrated with Outlook calendar and allows you to see schedules side by side.

Written by Elleine Velasquez
Updated over a week ago

Sending a scheduling link manually

Customize your invitation letter to schedule an appointment for a specific applicant

Written by Elleine Velasquez
Updated over a week ago

Viewing applicants who have confirmed for a scheduled interview

Your Workstream calendar also serves as a reminder for your interviews for the day.

Written by Dianne P.
Updated over a week ago

Setting up availability using the Scheduling feature

Easily set-up and manage time slots for your interviews. Note that you must add time slots before moving applicants to the interview stage.

Written by Janina
Updated over a week ago

Editing or deleting time slots

Edit your or delete time slots depending on what you currently need.

Written by Dianne P.
Updated over a week ago

Using the scheduling feature's advanced settings

Customize each time slot to your preference.

Written by Dianne P.
Updated over a week ago

Helping applicants who can't select a time

We’ve listed down for you all the possible reasons why your applicants are unable to select a time for an appointment.

Written by Dianne P.
Updated over a week ago

Using the manual scheduling feature

Workstream allows you to schedule agreed appointments between you and the applicant.

Written by Janina
Updated over a week ago

Rescheduling or cancelling appointments with applicants

Due to different reasons, you may need to reschedule or cancel your appointment with an applicant.

Written by Dianne P.
Updated over a week ago

Avoiding conflicts with Google Calendar events

Avoid conflicts with your Google Calendar events by simply disabling the time slots.

Written by Elleine Velasquez
Updated over a week ago

Viewing your teammates calendar

Viewing your teammate's Workstream Calendar is possible with Workstream.

Written by Janina
Updated over a week ago

Managing your pipeline and applicants

Moving someone marked as hired back to a hiring stage

A quick workaround to move a hired applicant back to any hiring stage to reprocess the application

Written by Elleine Velasquez
Updated over a week ago

Archiving/unarchiving messages from the Workstream inbox

Workstream's new Messaging feature allows you to archive or unarchive unwanted or unnecessary messages

Written by Elleine Velasquez
Updated over a week ago

Checking applicant system updates

The system leaves a footprint whenever an applicant gets moved to another hiring stage so you can easily track their progress.

Written by Dianne P.
Updated over a week ago

Managing your applicants

With Workstream, you can monitor the status of your applicants in a single place.

Written by Elleine Velasquez
Updated over a week ago

Moving applicants from one stage to another

Move one or multiple applicants that applied for one of your positions to any stage of your hiring process.

Written by Elleine Velasquez
Updated over a week ago

Editing an applicant's information

Edit or update an applicant's name, e-mail address, and phone number.

Written by Dianne P.
Updated over a week ago

Editing answers submitted by an applicant

Revise answers submitted by your applicants.

Written by Dianne P.
Updated over a week ago

Uploading the applicant's documents

Update or upload documents, resumes, or any other files by adding directly to your HR account.

Written by Dianne P.
Updated over a week ago

Sharing your applicant's profile

Send an email to your teammates with applicant profiles attached as PDF files

Written by Derma Aldea
Updated over a week ago

Moving an applicant to another position

Workstream allows you to move applicants to another position if they are a better fit for another role.

Written by Elleine Velasquez
Updated over a week ago

Viewing an applicant's application history

Check your applicant’s present and past applications.

Written by Dianne P.
Updated over a week ago

Printing out applications

Download and print your applicant’s applications in one go.

Written by Derma Aldea
Updated over a week ago

Exporting your applicants' details

Export all your applicants' details easily in any of these formats: Excel, CSV or JSON.

Written by Elleine Velasquez
Updated over a week ago

Filtering your applicants using questions or applicant tags

Filter applicants by availability, shifts, regional preferences, experiences, and tags to find your best fit.

Written by Elleine Velasquez
Updated over a week ago

Rejecting applicants

Rejecting bulk applicants manually

Reject applicants all at once to save time.

Written by Dianne P.
Updated over a week ago

Rejecting an applicant manually

Reject an applicant with or without a rejection message.

Written by Dianne P.
Updated over a week ago

Viewing rejected applicants

See all your rejected applicants from past to recent applications.

Written by Dianne P.
Updated over a week ago

Customizing rejection templates

Create an automated rejection template so you don’t have to create one every time you choose not to move forward with an application.

Written by Dianne P.
Updated over a week ago

Unrejecting an applicant

Restore and reprocess a rejected application

Written by Derma Aldea
Updated over a week ago

Rating applicants

Adding an applicant tag

Create a label to easily identify/filter your applicants.

Written by Elleine Velasquez
Updated over a week ago

Using the mention feature

Communicate with your team members easily on a certain applicant by using the mention feature.

Written by Elleine Velasquez
Updated over a week ago

Setting up a criterion in the evaluation plan

Learn how to add a criterion in the Evaluation Plan so that managers can leave an internal comment or rate an applicant after an interview.

Written by Dianne P.
Updated over a week ago

Setting up the evaluation plan

Create an evaluation plan that your team can consistently use to rate and give feedback on your applicants.

Written by Janina
Updated over a week ago

Adding feedback and rating to an applicant

Create an evaluation plan that your team can consistently use to give feedback and rate applicants.

Written by Janina
Updated over a week ago