Add a Candidate You can import a single candidate or a spreadsheet containing multiple candidates to a LinkedIn Recruiter project, so that all leads, from any source, can be tracked and shared within Recruiter.
Select a Path LinkedIn's rolling out a new Recruiter and Jobs experience to customers in 2019. This transition will happen over several months.
Click the image that matches your Recruiter home screen to access learning for your current experience.
Legacy Recruiter and Jobs Experience Add a Prospect and Link to a Profile Turn business cards and other brief information into rich, up-to-date profiles, with new professional insights, by adding contact information into Recruiter and associating the information that you enter with that person’s LinkedIn profile.
Create a New Prospect
1. Click the More menu at the top of the screen and select Import Candidates.
2. Select Create new.
3. Enter the First Name. 4. Enter the Last Name. 5. Enter an Email or Phone. 6. Enter a Job Title. (optional) 7. Enter a Company. (optional) 8. Enter a Location. (optional)
9. Select a Source. 10. Add Tags. (optional) 11. Select a Project or click Create a new project. (optional)
12. Click Create.
The source identifies where you met or how you found this prospect.
Tags identify special skills or experience, roles this prospect could fit, or special attributes. They can also indicate prospect ownership and refine searches.
Put prospects directly into your pipeline of talent by adding them to a project.
If the email address or phone number that you enter matches a LinkedIn profile, it is automatically linked. If the email address or phone number doesn’t match any contact information associated with a LinkedIn profile, you can do a search and manually link it to the correct profile.
1. Select the LinkedIn profile match for this person:
a. If a suggested profile is a match, click Match next to the correct profile.
b. If the suggested profiles are not matches, click More matches, locate the correct profile, and click Match.
2. Verify that you selected the correct person and click Confirm.
3. Your prospect is now matched to the correct LinkedIn profile.
*If a prospect doesn't have a LinkedIn profile, it appears for you and your team like any other profile in the system, but without the LinkedIn data. You can still view all contact information, experience, and other information that you imported with the record and you can also perform nearly all the same activities that you can with a LinkedIn profile, such as adding additional information provided by the prospect, sending messages, adding notes, attaching files, and tracking project statuses.
Import Resumes via Recruiter Turn your stale prospect resumes into rich up-to-date profiles, with new professional insights by importing resumes into Recruiter. Make sure all resumes are saved as Word or converted PDF files before you get started. Scanned PDF files will not import.
1. Click More at the top right corner of the screen and select Import Candidates.
2. Select Import resume(s).
3. Click Choose File and locate resume files (.DOC, .DOCX, or .PDF) on your computer.
4. Select a Source. 5. Add Tags. (optional) 6. Select a Project or Create a new project. (optional)
The Source identifies where you met, or how you found these prospects. When batch importing prospects, one source will be assigned to all
Tags identify special skills or experience, roles these prospects could fit, or special attributes. They can also indicate prospect ownership and refine searches.
Put these prospects directly into your pipeline of talent by adding them to a Project.
8. Your import is complete. Check for any errors that may have occurred during import. Below are the alerts you might see when you import resumes.
9. Click the Pencil icon to make any necessary edits right away.
10. To save some or all of the prospects to the clipboard or another project, select the prospects and click Save.
Already in Recruiter: The prospect is already in the pipeline. This alert overrides the alert LinkedIn profile found, if the prospect is already in the pipeline and has been matched to a LinkedIn profile.
LinkedIn profile found: Email address or phone number included in the resume matched a LinkedIn profile and was automatically connected.
Missing information: Required information such as first name, last name, and email or phone number is missing. Click the pencil icon to add the missing information.
Import a Spreadsheet Turn stale contact information into rich up-to-date profiles, with new professional insights by importing your spreadsheets of contact information into Recruiter.
1. Click the More menu at the top of the screen and select Import Candidates.
2. Select Import spreadsheet.
3. Click Choose File… and locate a spreadsheet file (.CSV, .XLS, or .XLSX) on your computer.
4. Select a Source. 5. Add Tags. (optional) 6. Select a Project or Create a new project. (optional)
7. Click Continue.
The Source identifies where you met, or how you found these prospects.
Tags identify special skills or experience, roles these prospects could fit, or special attributes. Put these prospects
directly into your pipeline of talent by adding them to a Project.
Before importing, be sure your data is properly formatted. Download sample spreadsheets here.
8. Review the spreadsheet and verify the columns are correctly linked.
a. Use the dropdown menus above each column to make any corrections.
b. Select Ignore from the dropdown if you don’t want to import a column.
c. Column dropdowns left as Select a Field will be imported as a note on the profile.
9. Click Continue.
10. Your import is complete. Check for any errors that may have occurred during import. Below are the alerts you might see when you import a spreadsheet.
11. Click the Pencil icon to make any necessary edits right away.
Already in Recruiter: The prospect is already in the pipeline. This alert overrides the alert LinkedIn profile found, if the prospect is already in the pipeline and has been matched to a LinkedIn profile.
LinkedIn profile found: Email address or phone number included in the resume matched a LinkedIn profile and was automatically connected.
Missing information: Required information such as first name, last name, and email or phone number is missing. Click the pencil icon to add the missing information.
Manually Enter Prospect Information If Recruiter is unable to find a match for the prospect, you can manually enter the person’s information into the form.
1. Enter the individual’s information. An asterisk designates required information. All other fields are optional.
2. Click Submit to add the individual to your project pipeline.
Import a Resume Turn your stale prospect resumes into rich up-to-date profiles, with new professional insights by importing resumes into Recruiter. Make sure all resumes are saved as Word or converted PDF text files before you get started. Scanned PDF files will not import.
1. In the Resume section of the form, click Choose file.
2. Select the document from your hard drive and click Open.
