Video walkthrough: https://www.youtube.com/watch?v=Z-Eb75Ok_E8
Managing external applications is hard. Get on Board lets you import applicants manually so your whole process stays in one place.
Where to import applicants
You can import applicants from two places:
- Actions menu in your job (from the dashboard).
- Applicants column inside your process board.
Ways to import applicants
You can add applicants in two ways (both require a PDF CV):
- Send the CV by email.
- Upload the CV directly.
Once imported, the applicant appears in the Applicants column. You can edit their data, add comments, and evaluate with scorecards. You can also move them to different columns just like applicants who applied on Get on Board.
Import via email (PDF CV)
You can import applicants into your process by sending a PDF CV via email. For now, you can only import one applicant at a time, either from the platform or by email.
When you send the email, Get on Board reads the PDF and pre-fills the applicant card with their name, email, contact details, and social profiles. This is an automated process, so it can fail on some CV formats, but you can always edit any field that was filled automatically.
Why is my applicant not appearing on the board?
If you do not see the applicant on your board after sending the email, it may be due to one of these reasons:
- The attachment is not a valid PDF. You will receive an automatic email with the error details.
- The process is closed or does not exist. You will be notified by email.
- The CV was not attached to the email.
How long does it take?
Importing applicants by email is almost immediate. You only need to wait a few seconds for the applicant to appear in the Applicants column of your process.
If the applicant does not appear, confirm that the CV was attached in PDF format. If you still have issues, contact us via chat or write to info@getonbrd.com.
Fixing PDF autofill errors
Manual applicant import lets you upload a PDF CV, and the platform pre-fills the applicant card.
When uploading a PDF
After uploading the CV, you can edit any field before saving the applicant in your process.
When sending a CV by email
If you send a CV via email, you can edit the fields directly in the applicant card.
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