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Downloading Candidate Information

This feature allows you to export candidate data for offline analysis, reporting, or sharing with team members who may not have direct access to the ATS.

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Benefits

  • Perform detailed analysis of candidate data using external tools
  • Create custom reports for stakeholders
  • Maintain offline records of your candidate pool

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How to Download Candidate Information

1

Select Candidates

Choose the candidates you wish to include, or select all.
2

Initiate Download

Click the “Download Candidates” button at the top of the candidate list.
3

Choose Format

Select your preferred file format (CSV, Excel, or PDF).
4

Confirm Download

Click “Download” and choose where to save the file on your computer.

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Available Export Formats

FormatBest For
CSVEasy import into spreadsheet software or databases
ExcelDirect use in Microsoft Excel with formatted data
PDFSharing with stakeholders or printing physical copies
The CSV file will include details such as candidate IDs, names, phone numbers, and other key information from their profiles.

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Customizing Exports

To customize the information included in your export:
  1. Click “Customize Fields” before initiating the download
  2. Select or deselect fields to include in your export
  3. Rearrange the order of fields if needed
  4. Save your custom template for future use
Be mindful of data privacy regulations when exporting and sharing candidate information. Ensure you have the necessary permissions and are complying with relevant laws.

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Bulk Actions with Downloaded Data

Common uses for downloaded candidate data include:
  • Creating custom reports for hiring managers
  • Performing advanced analytics in external tools
  • Preparing interview packets for interviewers
  • Archiving candidate information for compliance purposes

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Next Steps

After downloading candidate information, you might want to add new candidates to your pipeline to expand your talent pool.