The Application Record

An application is the link between one candidate and one job. It carries everything about that specific process: the stage, scorecards, interviews, comments, and the full activity history. It is the record behind every card in the job pipeline. Clicking a candidate there opens what this page describes.

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Open an application

Click an application anywhere it appears:

• A card in the job pipeline
• The Candidate tab on a candidate profile
• The applications view on the Jobs page

Use the arrows at the top to step to the next or previous application on the job without going back to the pipeline.

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What you see

• Comment: a free-text summary of where this application stands.
• Scorecard: structured evaluation of the candidate for this role. Add one manually or let AI generate it from your workspace’s scorecard template.
• Upcoming meetings: the meetings already scheduled with this candidate, with the date and how many people are on the invite.
• Status: once the candidate is rejected or placed, a block here carries the outcome. See rejection and placements.
• Active campaigns the candidate is enrolled in.
• Activity feed: everything that happened, filterable by type. It opens with the stage the application was created in, so a candidate added straight into Interview reads differently from one that walked the whole pipeline. The same stage is on the application’s created event in the API.

The side panel also carries the candidate’s contact details, so the phone number and email are in front of you without opening their profile. Combined with moving between applications, that turns a pipeline into a call list: work down the applications, dial from the panel, log what happened, move on. It is there on both spec and non-spec applications. The side panel shows the application’s Details:

• Owner: the teammate responsible
• Stage, and Label and Sub Stage underneath it
• Status: in process, rejected, or placed
• Added to job date and Last Activity
• Any custom fields your workspace uses

There is also an Ask AI tab that knows the whole application.

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Quick actions

From the application you can act directly:

• Send email or Enroll in campaign
• Present candidate to the client, or Add to portal to publish them on the Company Portal
• Add note
• Add Scorecard or Generate Scorecard
• Mark placed, creating a placement
• Mark rejected
• The three interview actions, below

The list adapts to where the application stands: a placed candidate offers Extend placement, and a published one offers Remove from portal.

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The three interview buttons

They look similar and do different things.

• Log client interview records an interview that is already agreed, without mailing anyone. You give it a title and a time, and optionally toggle Send Calendar blocker to put the slot in your own calendar. Use it when the client has scheduled the interview themselves and you only want it on the record.
  
• Send interview opens a full calendar invite to the candidate: subject, date, location, and the online meeting toggle that generates the Teams or Meet link. It is the meeting composer described in scheduling a meeting, prefilled for this application, so you can also insert your signature, a template, or a scheduler link.
  
• Send interview w/ client does the same, with the client contact on the invite as well.

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Rejection

Press Mark rejected and fill in:

• Rejected by: rejected by the client, rejected by us, or withdrawn by the candidate
• Marked by: which teammate is recording it
• Rejection reason: one or more reasons, configurable as labels in Settings
• Additional information: free text
• A Send email toggle, if the candidate should hear it from you at the same time

Afterwards the application carries a Rejected block with who rejected, the reasons, who logged it, and when. Nothing is deleted, and you can always add the candidate back to the pipeline later.

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Reject several at once

Closing a job leaves a tail of candidates to let down. Select them with the checkboxes in the job’s Applications view and reject the whole selection in one go. The same bulk action is available on the job pipeline. The dialog is the one above, filled in once for everybody selected: rejected by, marked by, rejection reasons, and additional information. Switch on Send email and each candidate in the selection is mailed.