Candidates

The Candidates section helps you organize and track all the people you're screening through ROUND0.

Adding Candidates

There are two ways to add candidates to your system:

Manual Creation

1. Navigate to Candidates in the sidebar
2. Click Add Candidate
3. Fill in the candidate information:
   • Name (required): Full name
   • Email: Email address (unique per account)
   • Title: Mr/Mrs/Ms/Dr/etc
   • LinkedIn URL: LinkedIn profile (optional)
   • CV/Resume: Upload a PDF or DOCX file (optional)
4. Click Save

During Interview Creation

You can also create candidates on-the-fly when creating interviews:

1. Click Create Interview
2. In the candidate selector, click Add New
3. Enter candidate details
4. Continue with interview creation

The candidate is saved to your system and can be reused for future interviews.

Via API

With the Connectivity Package subscription, candidates can be auto-created via the API:

POST /api/v1/invitations
{
  "job_id": "job-uuid",
  "candidate": {
    "name": "Jane Smith",
    "email": "jane@example.com"
  }
}

If a candidate with that email doesn't exist, they'll be created automatically.

Candidate Information

Fields

Name (required)

• Full name of the candidate
• Displayed in interview lists and communications
• Used for personalization

Email

• Must be unique in your account
• Used for identification and future communication features
• Optional but recommended

Title

• Mr/Mrs/Ms/Dr/etc
• Used for formal address if needed
• Optional

LinkedIn URL

• Link to candidate's LinkedIn profile
• Quick reference for reviewing background
• Optional

CV/Resume

• Upload candidate's resume in PDF or DOCX format
• AI parses the CV to extract structured information
• Used to generate personalized interview questions
• Optional but recommended

CV Upload and Parsing

Uploading a CV

You can upload a CV when creating a candidate or edit an existing candidate to add one:

1. Navigate to the candidate's profile
2. Click Upload CV or drag and drop a file
3. Supported formats: PDF, DOCX
4. The AI automatically parses the CV

What Gets Extracted

When you upload a CV, the AI extracts:

• Summary: Professional summary or objective
• Work Experience: Job titles, companies, dates, and descriptions
• Skills: Technical and soft skills
• Education: Degrees, institutions, and dates
• Contact Information: Email, phone, LinkedIn

Using CV Data for Personalized Questions

Once a candidate has CV data, you can generate personalized interview questions:

1. When creating an interview, select the candidate with CV data
2. Click Generate from CV in the questions section
3. The AI generates questions that reference:
   • Specific projects from their experience
   • Technologies they've worked with
   • Companies they've been at
   • Skills they've listed

Example personalized questions:

• "You worked at Company X as a Title. Tell me about a challenging project you led there."
• "I see you have experience with Technology. How would you apply that to our use case?"
• "Your background includes Skill. Walk me through how you developed that expertise."

Benefits of CV-Based Questions

1. More engaging interviews: Candidates respond better to questions about their actual experience
2. Deeper insights: Explore specific claims on the resume
3. Tailored assessment: Focus on relevant experience for the role
4. Time savings: AI does the CV review for you

Viewing Candidates

List View

The Candidates page displays all candidates in a list:

Columns:

• Name
• Email
• Title
• Number of interviews
• Date added
• Actions (View, Edit, Delete)

Card View

Alternative visual display:

• Candidate name and title
• Interview count
• Quick actions
• Status indicators

Candidate Details

Click on a candidate to see:

Summary:

• Name, email, title
• LinkedIn profile link
• Date added

Interview History:

• All interviews for this candidate
• Interview status
• Job titles
• Dates
• Results links

Managing Candidates

Search and Filter

Search by:

• Candidate name
• Email address

Filter by:

• Candidates with pending interviews
• Candidates with completed interviews
• Recently added
• Alphabetical order

Sort by:

• Name (A-Z or Z-A)
• Date added (newest/oldest)
• Interview count (most/least)

Editing Candidates

To edit candidate information:

1. Navigate to Candidates
2. Click on the candidate
3. Click Edit
4. Update the information
5. Click Save

What you can edit:

• Name
• Email (if not associated with completed interviews)
• Title
• LinkedIn URL

Deleting Candidates

To delete a candidate:

1. Find the candidate in the list
2. Click Delete
3. Confirm deletion

Deletion restrictions:

• You can delete candidates even if they have interviews
• Interviews will remain but show "Deleted Candidate" or retain the name at time of interview

Candidate Interviews

Viewing Interview History

Each candidate's detail page shows all their interviews:

Information displayed:

• Job title
• Interview status (Pending, In Progress, Completed, etc.)
• Creation date
• Expiration date (for pending)
• Completion date (for completed)
• Link to view interview results

Creating Multiple Interviews

You can create multiple interviews for the same candidate:

Use cases:

1. Different roles: Same candidate applies to multiple positions
2. Follow-up rounds: Second or third screening with different questions
3. Re-screening: Candidate reapplies after time period

Workflow:

1. Go to candidate's detail page
2. Click Create Interview
3. Select job
4. Customize as needed
5. Create and share link

Interview Status Tracking

Quickly see candidate progress:

Status badges:

• 🟡 Pending: Interview created, not started
• 🔵 In Progress: Currently being completed
• 🟢 Completed: Finished and ready for review
• 🔴 Abandoned: Started but not completed
• ⚫ Expired: Link expired before candidate started

Best Practices

Data Entry

1. Use full names: "John Smith" not "J. Smith"
2. Verify emails: Double-check spelling before saving
3. Include LinkedIn: Helpful for quick background checks
4. Consistent titles: Use the same format (all "Mr" or all "Mr.")

Organization

1. Add candidates before interviews: Pre-populate your candidate pool
2. Deduplicate before adding: Search first to avoid duplicate emails
3. Keep information updated: Update if candidate provides corrected info
4. Don't delete unnecessarily: Keeping records helps with historical tracking

Privacy and Compliance

1. Collect minimal data: Only collect what you need
2. Secure sharing: Don't share interview links publicly
3. Respect right to deletion: Delete candidate data if requested (GDPR compliance)
4. Data retention: Consider your company's retention policies

Integration with Other Features

Jobs

• Candidates are linked to jobs through interviews
• One candidate can interview for multiple jobs
• Track which positions each candidate has been screened for

Interviews

• Each interview must have one candidate
• Candidates can have multiple interviews
• Interview history preserved even if candidate deleted

API

• Auto-create candidates via API
• Update candidate information programmatically
• Retrieve candidate interview history

Webhooks

• Receive notifications when candidate completes interview
• Webhook payload includes candidate information
• Use for syncing with your ATS or CRM

Use Cases

Individual Applicants

Scenario: Candidates apply through your careers page

Workflow:

1. Receive application via email/ATS
2. Manually add candidate to ROUND0
3. Create screening interview
4. Share link via email

Bulk Import

Scenario: You have 50 candidates to screen

Workflow:

1. Use API to bulk create candidates (Connectivity Package required)
2. Create interviews programmatically
3. Send links via your email system
4. Track completion status

Repeat Candidates

Scenario: Candidate applies to multiple positions over time

Workflow:

1. Candidate already in system from previous application
2. Search for existing candidate
3. Create new interview for new job
4. Compare performance across different roles

Referrals

Scenario: Employee refers multiple candidates

Workflow:

1. Add all referred candidates at once
2. Create interviews for appropriate jobs
3. Track referral source in notes
4. Review results together

Troubleshooting

Duplicate Email Error

Problem: "Email already exists" when adding candidate

Solution:

1. Search for the email in your candidates list
2. Use the existing candidate record
3. If it's a different person, ask for an alternative email

Can't Edit Email

Problem: Email field is disabled when editing

Reason: Candidate has completed interviews that reference this email

Solution:

• Create a new candidate with the correct email
• Keep old one for historical records
• Or contact support for assistance

Candidate Not Appearing

Problem: Can't find a candidate you added

Check:

1. Search using different terms (first name only, last name only)
2. Check for typos in your search
3. Scroll through the full list
4. Verify the candidate was successfully saved

Lost Interview History

Problem: Interviews not showing for candidate

Possible causes:

• Interviews were for a different candidate (check email)
• Interviews were deleted
• Filter settings hiding interviews

Solution:

• Clear all filters
• Search in Interviews page for candidate name
• Contact support if interviews truly missing

API Reference

With the Connectivity Package, you can manage candidates programmatically.

Create Candidate (Auto)

Candidates are auto-created when you create an invitation:

POST /api/v1/invitations
Authorization: Bearer YOUR_API_KEY

{
  "job_id": "job-uuid",
  "candidate": {
    "name": "Alice Johnson",
    "email": "alice@example.com"
  }
}

If alice@example.com doesn't exist, a new candidate is created automatically.

Retrieve Candidate Interviews

GET /api/v1/candidates/{id}/interviews
Authorization: Bearer YOUR_API_KEY

Returns all interviews for a specific candidate.

For full API documentation, see API Reference.

Next Steps

• Create Interviews - Set up screening interviews
• Review Results - Analyze candidate responses
• Use Webhooks - Get notified when candidates complete interviews
• API Integration - Automate candidate management