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A candidate can be added (created) in two ways:

1. Data synced from backend via API integration with the ATS platform of the client or,
2. Data manually added by the admin on the dashboard

One-by-One (Single new employee/candidate addition)

• Navigate to the Onboarding module/section on the unified dashboard, from the hamburger menu.

  

• Click on “Add Candidate” to add a new candidate.

• Add candidate details on the screen that appears next.

  

• The section details on the left, are details related to the attribute of the candidate/new employee.

• On the right, view the Flow/Journey configured for the candidate.

• The section details to add the attributes of the candidate/new employee, can be configured at the backend with the help of the Leena AI team. These fields can be of three types:

• Drop-down (linked to a master list)

• Date & Time, and

• Input (short and long text)

• Once you add the candidate details, click on “Save and Start Onboarding” to initiate the onboarding for the new employee/candidate.

Bulk Import (Adding new employee/candidate details in bulk)

You can upload new employees/candidates in bulk using the ‘Bulk Upload’ action.

While using the ‘Bulk Upload’ option, you get an option to download a blank template (with fields like name, email, contact number, joining date, designation, function, department, location, reporting manager, etc.) and upload the filled template to add the candidate details in bulk.