How do I review candidates to hire or reject from Insights?

The Candidates tab in Insights flags candidates awaiting a hire or reject decision and lets you jump straight to My Actions to review and action them.


What You'll Need:


  • Administrator access (System Owner, System Admin, or System Member)
  • At least one candidate in Pending, Active, or Complete status

Time Required: 3 minutes

Instructions



Step 1: View the Screening count in Insights


  • From the left navigation, select Insights
  • Select the Candidates tab
  • In the Overview section, locate Screening, which shows the number of candidates awaiting a hire or reject decision
  • Select My Actions next to Screening to be redirected

Step 2: Review candidates in My Actions


  • You'll land on My Actions, with Candidates selected and the Screening tab open
  • The table shows each candidate's completed Activities, start date, and Request Status (Not Commenced or In Recruitment)

Step 3: Open a candidate for a detailed view (optional)


  • Select a candidate's row to open their detailed view
  • Review their Activities tab, which lists each assigned Activity's name, current status (e.g. Completed, Overdue, In Progress), and who assigned it
  • Use this view to check a candidate's full screening progress before making a decision

💡 Pro Tip: You can select View profile from this detailed view to see the candidate's full profile if you need more context.


Step 4: Hire or reject the candidate


  • Select Hire or Reject from this detailed view, or use the â‹® (three-dot) icon back on the Screening table row

📌 Note: Hire is only enabled once a candidate has logged in and reached Active or Complete status. Candidates who are still Inactive or Pending can only be Rejected.


Step 5a: Hire a candidate


  • Confirm the hire in the modal that appears
  • Choose Convert to complete the hire, or Convert and Update Info to open the candidate's profile and update details (such as Line Manager) before finishing
  • Kinatico Compliance moves the candidate to the Employee (User) Directory and confirms the hire

Step 5b: Reject a candidate


  • Confirm the rejection in the modal that appears
  • Kinatico Compliance archives the candidate record and confirms the rejection

  • Review a candidate's Activities tab before deciding, especially if any activities are Overdue or In Progress
  • Confirm the candidate now appears correctly in User Directory (if hired) or as archived (if rejected)

Need Additional Help?


Still have questions? Contact us by selecting Get Help from the main navigation, then Email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com.

Related Articles