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Configuring Active Candidates Using an Existing List

Yeshawanth Reddy
Updated

Overview

The Active Candidates setup determines which candidates AI Recruiter can use for candidate matching and sourcing activities.

If you already have a candidate list in Sense, select Existing List to connect it directly to AI Recruiter. This eliminates the need to create a new candidate list.

Using an existing list allows you to quickly configure Active Candidates with a list that has already been created and maintained in Sense.

Active Candidates list selection page

Before You Begin

Before using an existing candidate list, ensure that:

  • A candidate list already exists in Sense.
  • The list contains the candidates you want AI Recruiter to use for matching.
  • The list is actively maintained and contains up-to-date candidate records.

Configure Active Candidates Using an Existing List

  1. Navigate to Automation > AI Recruiter.
  2. On the AI Recruiter page, from the Setup Logic drop-down, select Active Candidates.
  3. Choose Reuse an existing List. The Active Candidates setup wizard opens.
Active Candidates list selection panel

Step 1: Select an Existing Candidate List

The first step is to select the candidate list to use as the Active Candidates source.

  1. Browse the available candidate lists.
  2. Select the list you want to use.
  3. Click Select & Proceed.
Selecting Active Candidates list

The selected list will be associated with the Active Candidates configuration.

Step 2: Review Candidate List Details

After selecting a list, a preview of the candidate records is displayed.

The preview may include information such as:

  • Candidate Name
  • Contact Information
  • Candidate Status
  • Other available candidate attributes

Use this preview to verify that:

  • The correct list has been selected.
  • The expected candidate records are present.
  • The list contains candidates that should be available for AI Recruiter matching.

Once the candidate list is reviewed, click “Start Sync” to sync the list. 

Active Candidates configuration panel

Verify the Active Candidates Setup

After saving, return to the AI Recruiter setup page.

The Active Candidates section displays the selected list and its current status.

You can review:

  • The attached candidate list
  • Candidate counts
  • Setup completion status

This allows you to confirm that the Active Candidates source has been configured successfully.

Edit the Active Candidates List

If you need to use a different candidate list:

  1. Open the Active Candidates setup page.
  2. Select a different existing list.
  3. Save your changes.

The newly selected list becomes the source of candidates for AI Recruiter.

What Happens Next?

Once the Active Candidates list has been configured:

  • AI Recruiter can access candidates from the selected list.
  • The Active Candidates setup step is marked as complete.
  • The selected candidates become available for candidate matching workflows.
  • You can continue with the remaining AI Recruiter setup steps.

Using an existing list is the quickest way to configure Active Candidates when a suitable candidate list already exists within Sense.

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