2144762 - Add Candidate in SuccessFactors Recruiting

How can recruiting users use the Add Candidate functionality to add and create an external candidate profile?

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

SAP SuccessFactors Recruiting Management

Pre-requisites:

• The job requisition must be open in order to add a candidate to it. 
• The user must have "Candidate Search Permissions" granted in order to be able to "Add Candidates". To grant the user permission, please follow the steps below: 

Non-RBP Customer:

1. Go to Admin Center
2. Recruiting Permissions
3. Check "Standalone search permission" and "Candidate Search within Job Req” to see “Add Candidate” option

RBP Customers:

1. Go to Admin Center
2. Manage Permission Roles
3. Select appropriate Role
4. Recruiting Management: “Candidate Search within Job Req"

Once permission is granted, authorized users will be able to Add Candidate by two different methods:

 1. Via Candidate tab:

    a) Go to Recruiting

    b) Candidates Tab

    c) A recruiting user who has candidate search permissions click "Add Candidate"

2. Via Job Requisition dashboard > Add Candidate:

    a) Go to Recruiting

    b) Job Requisition tab

    c) Hover the cursor over the job requisition title: Add Candidate - If a candidate is added by this link, the completed candidate profile will automatically be associated to the requisition in the Forwarded status.

•  Following both methods, the user will be able to complete the required user account information and click "Create Profile". This screen fields and permissions are not configurable.

• Candidates added into the system through this method receive an e-mail notification informing them that they have been added, and providing information about how to reset their password and access their account to manage or delete their data.
• Previously, this e-mail template could be configured, or the e-mail trigger could be disabled in Admin Tools > E-Mail Template Notifications Settings > Recruiting Manual Candidate Creation Notification.
• However, after a recent release this notification has been moved under "Recruiting Email Triggers" in Admin Centre.
• If you want to enable or disable this trigger, please navigate to Admin Centre > Recruiting Email triggers >  Enable/Disable "Recruiting Manual Candidate Creation Notification" trigger.

Note: It's not possible to send the candidate account information separately in another email. The triggers will only work as expected within this trigger and this is a system limitation.

• At this point, the candidate account is created but contains little data. The recruiting user can attach a resume and cover letter.
• Attachments are immediately saved to the record even if no additional required fields are filled out and saved.
• In this way a recruiting user can create a searchable candidate profile with little data entry. 

• The recruiting user can also input field and background element data into the candidate profile record.
• In this case the recruiting user must input all required fields before saving changes.
• If the recruiting user has no write permissions to the candidate profile, this is the only opportunity for them to input data into the record. 

• After, when the candidate registers him/herself using the same email account, the new account is going to be automatically linked to the candidate added by the recruiter.
• It is important to note, once the candidate is added to a requisition, is it not possible to have this action undone.

For more information, please see the topic "Creating a Candidate Profile" on the SAP Help Portal for Recruiting Management.

Creating a Candidate Profile

sf, success factors, RCM, Manual Candidate Creation, Notification , KBA , LOD-SF-RCM , Recruiting Management , How To