Manage candidates

Use flair Recruiting to organize candidate records, collect evaluations, update records, and import details from LinkedIn profiles or CVs.

Who can use this?

Recruiters and HR Admins in Salesforce. Hiring managers and assigned evaluators complete evaluations in the Employee Hub. CV Parsing must be enabled before you can extract CV data.

Choose a candidate view

In the Candidates list, open List View Controls → Display As, then select a view.

Use Table View

• Select Table View to display candidate records in rows and columns. This is the default view.

Use Kanban View

1. Select Kanban to group candidates by application stage.
2. To change a candidate's stage, drag the candidate card to another column. flair updates the application stage.
3. To prioritize candidates within a stage, drag the cards into the required order. flair stores the order on your computer.

Use the Kanban controls to choose the card fields, hide fields, filter candidates, or search. These preferences are also stored on your computer.

Use Split View

• Select Split View to keep the candidate list in the left pane while you review a record in the right pane.

Create an evaluation template

1. In the flair Recruiting app, open Evaluations → Evaluation Templates.
2. Click New Evaluation Template.
3. Enter a name, then click Save. The template appears in the list.
4. Open the template, then add the required questions.
5. Optional: Make questions optional or mandatory, and add hints for evaluators.
6. Optional: Use the trash icon to delete a question, or drag its handle to change the order.
7. Click Save Template. The template is ready to assign.

Question type	What it does
Single Choice	Lets the evaluator select one answer. Use Add Option to define the answers.
Multiple Choice	Lets the evaluator select several answers. Use Add Option to define the answers.
Scorecard	Lets the evaluator score several criteria. Use Add Item to define the criteria.
Free Text	Lets the evaluator enter a written answer.

Assign an evaluation

1. In the flair Recruiting app, open Jobs.
2. Open the job and select the candidate.
3. Open Evaluators, then click Add New Evaluator.
4. Select an evaluator and an Evaluation Template.
5. Optional: Set a Due Date.
6. Save the assignment. flair emails the evaluator an invitation.

You can also start from Candidates and open the candidate directly.

Evaluate a candidate

1. In the evaluation invitation, click Evaluate. The candidate evaluation opens in the Employee Hub.
2. Select the candidate from the evaluation list. The list shows the application stage, job, due date, score, comments, and status.
3. Complete the evaluation questions.
4. Add your Overall Recommendation and final comments.
5. Click Submit. Your feedback becomes read-only.

Review completed evaluation comments

After an evaluation is complete, the hiring manager and requester can read the evaluator's Overall Recommendation and Overall Comment in the evaluation details panel.

Viewer and status	Access
Assigned evaluator, incomplete	The section is editable and includes Submit.
Assigned evaluator, complete	The section is read-only.
Hiring manager or requester, incomplete	The section is hidden because no feedback is available.
Hiring manager or requester, complete	The section is read-only and does not include Submit.

This visibility does not change access to candidates. A person can open only evaluation details they already have permission to access.

Create a candidate or talent with the browser extension

1. Install the flair Recruiting extension from the Chrome Web Store.
2. In Chrome, open the flair logo from the extensions menu.
3. Sign in with your Employee Hub credentials.
4. Enter the person's full name, email address, phone number, and LinkedIn profile URL.
5. Optional: Add notes and select skills from flair Recruiting.
6. Select Talent or Candidate.
7. For a candidate, select the job and funnel stage.
8. Click Create Candidate or Create Talent. The extension creates the record in flair Recruiting.

Update candidate records in bulk

1. In Candidates, select Table View.
2. Select the candidates you want to update. You can select candidates from different stages.
3. Open the mass edit action.
4. Update the available fields, such as Stage or Rejection reason.
5. Click Save. flair applies the changes to all selected records at the same time.

Bulk updates do not require individual emails.

Find candidate questionnaire data

• On the candidate record, open Questionnaire to view data from fields that are not stored as Salesforce fields.

Disable automatic candidate anonymization

When anonymization is enabled, a scheduled job anonymizes candidates after six months unless they opt in to data retention.

1. In Salesforce Setup, open Custom Settings.
2. Open Candidate Setting.
3. Click Manage.
4. Click Edit.
5. Select Disable Anonymization.
6. Click Save. Scheduled anonymization no longer runs, but you can still trigger anonymization manually.

Match candidates to reference skills

Define job skill requirements

1. In the flair Recruiting app, open Jobs.
2. Open the job record, then select Skills.
3. Add the required skills for the position.

Review a candidate's skill match

On the candidate record, the skill match uses these groups:

Group	What it shows
Matching Skills	Candidate skills that match the job requirements.
Missing Skills	Required job skills that the candidate does not have.
Other Skills	Candidate skills that are not listed as job requirements.

You can also add skills directly to the candidate record.

Add custom columns to the candidate table

1. In Salesforce Setup, enter Custom Metadata Types in Quick Find.
2. Open the metadata type for candidate table columns.
3. Click Manage Records, then click New.
4. Enter the field API name, such as flair__LinkedIn__c.
5. Set the position to control the column order.
6. Click Save. The column appears in the candidates table.

Enrich a record from LinkedIn

LinkedIn enrichment can add experiences, education, links, basic information, and a photo to Talent, Candidate, and Employee records.

1. On the record, click Enrich Data.
2. If the record has no profile URL, enter one in LinkedIn URL, then click Enrich. flair rejects URLs that are not LinkedIn profiles.
3. Wait while the record shows Enriching.... Processing can take up to one minute and continues in the background.
4. When Enrichment data is ready for review. appears, open Review Enrichment Data.
5. For Experiences, Educations, Links, Basic Info, and Photo, select Replace with enriched data or Keep existing. Each group shows the new and existing entry counts.
6. Click Apply Selected. flair writes only the selected groups to the record.

Groups without incoming information show No new data available. If enrichment fails, click Restart enrichment to run it again.

Enable CV Parsing

1. In the flair HR app navigation bar, open More… → HR Admin.
2. Open Integrations → CV Parsing.
3. Click Connect via Integration Service.
4. Click Enable. You can now parse CVs on candidate records and jobs.

Parse a CV on a candidate record

1. From the App Launcher (⋮⋮ grid icon), open Recruiting → Candidates.
2. Click New.
3. Enter First Name and Last Name, then click Save.
4. In Files, click Add.
5. Upload the CV, then click Done.
6. In File Type, select CV.
7. Click Save. The Files card shows the text-parsing status.
8. When parsing is complete, open Related. The candidate's experiences, education history, certificates, and skills appear there.

warning

CV Parsing does not support Other as the file type.

Create candidates from CVs

CV Parsing uses Mistral AI and proprietary algorithms to create candidate records from uploaded CVs.

Upload one CV

1. In the flair Recruiting app, open Jobs.
2. Select the job for the new candidate.
3. Next to New Candidate, open Show menu.
4. Click Create from CVs.
5. Select a CV, then click Done.
6. When processing finishes, open the new candidate.
7. Open Related to review the parsed experiences, education history, certificates, and skills.

Upload several CVs

1. In the flair Recruiting app, open Jobs.
2. Select the job for the new candidates.
3. Next to New Candidate, open Show menu.
4. Click Create from CVs.
5. Select up to 10 CVs, then click Done. Salesforce processes each file separately and creates the candidate records.
6. Open each new candidate's Related tab to review basic information, experiences, education history, and technical and soft skills.

note

The 10-document limit comes from Salesforce.

Filter the candidates list

Filter the Candidates list to narrow it to specific candidates. Filters apply in Table View, Kanban View, and Split View.

1. In the Candidates list, use the Funnel Stage, Tags, or Candidate Application Source Name dropdown to filter by that field. Select one or more values.
2. To filter by another candidate detail, open the view configuration next to the view name, then click Add filter.
3. In Select field, search for or choose a field.
4. In Select operation, choose a condition, then enter a value in Enter value. flair adjusts the value input to the field's type, such as a date picker for a date field or a list of options for a picklist field.
5. Click Add filter to confirm. flair adds the filter as a pill above the list and narrows the candidates to those that match every active filter.

To remove a filter, select the × on its pill. To change a filter, select the pill, update the field, condition, or value, then confirm.

The field list includes a candidate's standard details, custom fields you've added to the candidates table, and other fields on the candidate record, including fields on directly related records such as the job. It excludes a small set of system fields, such as the record ID and last-modified date. Configure flair table columns controls which custom fields appear as candidate table columns.

Your filters apply to the current job only and are saved on your computer, so they carry over the next time you open the same job in this browser.

Review the Time between Stages report

The Time between Stages report shows the average number of days candidates take to move between funnel stages, so you can find where your hiring process slows down. HR and executives open it among the Recruiting reports in Salesforce; hiring managers open it in the Employee Hub.

1. Open the Time between Stages report from the Recruiting reports.
2. Set From Stage and To Stage to the two funnel stages you want to compare. The report shows the average days candidates took to move between them.
3. Optional: Narrow the results with the Job, Department, and Location filters.
4. Read the bar chart to compare the average time across stages.

To see who the averages are based on, click a bar or value to drill down. The underlying candidates open with their Full Name and Job Name so you can review individual cases.

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