How to save a candidate to a Project

Once you have created a Project for each of your open roles, follow these instructions to start saving qualified candidates to your Projects.


If you have not yet created a Project, click here for detailed instructions.

  1. Return to the talent pool to start sourcing.

Once you have created a Project for each of your open roles, select "Sourcing" from the left navigation bar to return to the talent pool.

  1. Save qualified candidates.

Add filters to narrow down the candidate pool, or apply your Saved Search. (See how to save a search here). Once you have identified a candidate who meets your qualifications, add them to a Project by clicking the + icon from the detailed candidate profile.


  1. Choose a Project.

A list of the Projects that you created will pop up. Save the candidate to the relevant Project and save.


  1. View saved candidates.

Choose "Pipeline" from the left navigation bar to return to your list of Projects. Open a Project by clicking on the Project name. Saved candidates can be viewed under the "Prospects" tab.

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