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Creating an Active Candidate List from Scratch

Yeshawanth Reddy
Updated

Overview

The Create from Scratch option allows you to build an Active Candidate list by defining rules that determine which candidates should be included.

The resulting list becomes the candidate source used by AI Recruiter for candidate matching and sourcing activities.

Create an Active Candidate List

  1. Navigate to Automation > AI Recruiter.
  2. In the AI Recruiter setup flow, select Active Candidates.
  3. Choose Create from scratch.

The Setup Sourcing List wizard opens.

Step 1: Configure List Details

In the list setup screen:

  1. Enter a value in the List Name field.
  2. Candidate as the Focus Entity is pre-selected.

Click Next to continue.

Step 2: Build Candidate Rules

The rule builder allows you to define which candidates should be included in the list.

Include Candidates

To include candidates that meet specific criteria:

  1. Click + add variable.
  2. Select the field you want to evaluate.
  3. Select an operator.
  4. Specify the required value.

The rule is added to the list definition.

Exclude Candidates

To exclude candidates from the list:

  1. Click + add variable.
  2. Select the field you want to evaluate.
  3. Select an operator.
  4. Specify the value to exclude.

Candidates matching the exclusion criteria will not be included in the final list.

Add Additional Conditions

To build more advanced logic:

  1. Click Add an OR/IF condition.
  2. Configure the additional rule.
  3. Continue adding conditions as needed.

The rule builder updates automatically as conditions are added.

Step 3: Review Candidate Count

As rules are added, the page displays the number of candidates that currently match the configured criteria.

Use this count to verify that the rules are returning the expected candidate population before proceeding.

Step 4: Preview Candidates

The preview section displays candidates that satisfy the configured rules.

The preview allows you to review:

  • Candidate records
  • Candidate attributes
  • Information returned by the configured criteria

Use the preview to validate that the correct candidates are being included before saving the list.

Step 5: Save the List

After reviewing the candidate preview:

  1. Click Start Sync.

The Active Candidate list is created and attached to the AI Recruiter configuration.

A confirmation message is displayed when the save is successful.

Edit the Active Candidate List

To update the list:

  1. Open the Active Candidates setup page.
  2. Modify the list rules.
  3. Click Save and Proceed.

The updated criteria will be applied to the Active Candidate list.

What Happens Next?

After the Active Candidate list has been configured:

  • The list becomes available to AI Recruiter.
  • The Active Candidates setup step is marked as complete.
  • Candidates from the configured list can be used during candidate matching workflows.

Creating a list from scratch gives you full control over which candidates are included in the Active Candidate source.

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