The Candidates Feature is for our Business Plan users only.
Cloverleaf allows you to invite candidates to take various assessments where you can then interact with their results or even see how they might fit on a certain team. Using Candidates allows you to utilize Cloverleaf in your hiring process without them being active users in your organization.
Navigate to the admin dashboard, and from the left-hand sidebar menu, you will see "Candidates" if this feature is enabled for your organization.
By default, this will bring you to your Candidate Settings. Here you will find a candidate invite link, the ability to enable or disable coaching emails, and settings for which assessments candidates are required to complete and have access to take.
Note, that candidates will receive coaching tips in Cloverleaf regardless, disabling emails just prevents Daily Coaching Emails from being sent to their inbox.
Inviting New Candidates
You can invite candidates to join your organization either by adding a new candidate or sending the candidate link directly.
The invite link can be found under candidate settings and this link can be shared directly with candidates to create a profile. Note: This invite link is not the same as an invite link to your organization.
To invite candidates directly, navigate to "Add New Candidates". Enter the candidate's details as well as the role they are applying for. You can choose an existing role or create a new one. Select the organization or group this candidate is a part of (corresponding to whatever team you want to be able to view them on).
Select the Candidate Reviewers for the candidate. Candidate Reviewers will be able to add this person to Team Dashboards, notified when they are added as a reviewer, notified when the candidates complete required assessments, and see them under their list of candidates to review. Only Organization and/or Group Admins can be candidate reviewers.
Once you have entered these details, click "Save". Clicking "Save" automatically sends an invite for that candidate to join your organization.
Once the candidate is saved or joins your organization via the candidate invite link, they will appear under All Candidates.
When a candidate is invited to your organization, they will receive an email letting them know they have been invited to apply to x role at your Organization. They will create an account, and have access to take assessments set as required. Candidates cannot see the Team Dashboard.
Reviewing Candidates
Candidates you are actively assigned to as a Candidate Reviewer will appear under "Review Candidates". Here you can view and manage the team they are on, switch the group if needed, manage candidate reviewers, download their assessment reports, and accept or reject candidates.
To view a candidate on a potential team, navigate to the candidate and expand their user menu using the arrow to the left of their name. Navigate to the plus sign beside "Active Teams" and add them to the team you want to view them on.
Adding a candidate to a team only makes them visible to the Candidate Reviewer. The candidate will not have access to the team or be notified, and other teammates will not see the candidate on their team.
Once the candidate has been added to the team, it will appear under their active teams. Navigate to this team to view this candidate on the Team Dashboard. Navigate to the Dashboard Visibility icon to make the candidate visible on your view.
Once you toggle the candidate on as visible, they will appear on the Team Dashboard for any assessments they have taken. Interact with their profile on the Team Dashboard as you would any other teammate. Note: If a candidate has not taken any assessments or created their account yet, they will not appear.
Clicking "Approve" converts a candidate's profile into a member, giving them full access to Cloverleaf. This allows your new teammate to keep their existing profile on Cloverleaf without having to create a new one! You only want to "Approve" a candidate when you have confirmed they are joining your organization.
Throughout the interview process or afterward, any candidates that are not becoming employees you can "Reject". This will delete their profiles from Cloverleaf.
Note: People often convert their candidates to members during their onboarding process. They can update the email address on their profile to reflect their new work email. Once they become a member, they cannot be converted back to a candidate.