How do I set up notifications about a specific candidate?

With the Follow Candidate feature, you can opt in to receive email alerts every time a particular candidate or prospect is moved to a new stage, hired, or rejected. You'll also get updates when they're moved to a new job if you referred them personally or if you have permissions to see the new job they've been moved to.

Update: If you would like to stop your users from following candidates, please contact your account manager so they can remove this option from your account.

To follow a candidate, go into their profile and click + Follow Candidate. A green checkmark will appear to signify they've been followed.

Adding a new candidate or referral you want to keep tabs on? You can click the checkbox at the bottom of the Add Candidate/Add Referral screen to follow the candidate as soon as they're entered into Greenhouse.

Even Basic Users can follow their referrals by clicking the + Follow Candidate button of their referrals tab.

After you've followed your candidates, you can search for them by checking the Who I'm Following button on the Candidate search page.

Job and Site Admins can also go to the Configure->Email Notifications page to easily see all the candidates they're following or un-follow people one by one.

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Comments

  • Avatar
    Amber Stokes

    This is helpful, but how can someone view specific feedback without being a job admin (an HM in training for example). When can we change permissions by user?

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    Stephanie Xie

    How to follow all existing candidates and new candidates? Should I add notice one by one position?

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    Murphy

    Hi Stephanie,

    You can follow a candidate by clicking the checkbox at the bottom of the Add a Candidate/New Referral page, or you can do it by clicking into each person's candidate profile. Unfortunately, it isn't currently possible to follow many candidates in bulk.

    Please let us know if you have any other questions!

    Thanks,
    Murphy

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    Joseph Schindel

    How do we disable this function within our greenhouse instance?

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    Jeffrey Swartwout

    Hi Joseph,

    There isn't a way to remove the "follow candidate" functionality in Greenhouse. If you find that this feature is hampering your workflow please reach out through support@greenhouse.io and we'll be able to further assist you there!

    Best,
    Jeff

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    Tina Hatzi

    Is there a way to be notified when a candidate is rejected, through the job setup? Sometimes people reject a candidate, and forget to send the email or write in specific notes. I need to follow up and ensure everything is done, but there are so many candidates, I'm not sure when they always reject a candidate and really don't want to "follow" all of them in the system.

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    Diego Alamir

    Hi Tina,

    Thanks for reaching out and great question! We currently do not have a notification trigger for recently rejected candidates. Our team is looking into this for the future of the roadmap and we're thinking of possibly adding a filter so that recruiters and hiring managers can quickly view all recently rejected candidates with a ease and visibility. For now, you would need to "Follow" the candidates in which you'd like to receive the notification for. I hope this information helps Tina and let us know if we can help any further!

    Best,
    Diego

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    Nicole Waisman

    I'd love the option to be removed for employees to not be able to follow their candidate through the process. Before a rejection email goes out, the employee is able to see their referral is being rejected before the candidate receives the rejection email.

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    Richard Yan

    How do I unfollow a candidate (e.g. once rejected or hired)?

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    Jess Bertubin

    @ Nicole: Apologies for the delay! This sounds like something best discussed with your Account Manager. I'll send you an email with their contact information shortly!

    @ Richard: Thanks for writing in! The best way to unfollow a candidate is to navigate to "Hi, [user]" in the top-right hand corner > My Info.

    Under "Notification Preferences" there will be a line "You are receiving email notifications on [number] jobs (Edit button) and [number] candidates (Edit button)." Click the Edit button to the right of "candidates" and in the modal that pops up, you can click "Following" to the right of the candidate you'd like to unfollow. Click Save and you'll be good to go!

    If either of you have follow up questions, feel free to do so at support@greenhouse.io.

    Best,
    Jess

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    Uhl Albert

    Is there a way to follow a *job opening* so that every candidate is automatically "followed"? Having to remember to click follow for each candidate that comes through is tedious.

    The way our team works is we use notes to communicate each reviewer's thoughts on whether to move to the next stage. Right now, every person has to remember to either: 1) follow each candidate that comes through, or 2) @ mention each member of the hiring team.

    Be much simpler to have a setting that will just automatically follow everyone or make adding a note always trigger a notification (without @ mentioning people).

    This is how our previous system was by default (BambooHR) and it worked extremely well for our team.

  • Avatar
    Mary Kathleen Morelli

    Hello Uhl,

    Thank you for reaching out about this! While it is not possible to automate Candidate Following, to ensure that you are 'following' all candidates on a given requisition. However, I'd be more than happy to communicate your team's use case to our Product Team, to convey your desire for that feature.

    All the best,
    Mary

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