---
title: "Job summary"
description: "Job summary"
canonical_url: "https://recruiter-help.hirevue-app.com/articles/5e653987-04df-429b-8d87-d47151b7a895"
md_url: "https://recruiter-help.hirevue-app.com/articles/5e653987-04df-429b-8d87-d47151b7a895.md"
---
# Job summary

Job Summary is comprised of two pages that together, provide comprehensive information about all facets of a job, including interview stages, candidates, interviews, and reviews. It also serves as the central hub for monitoring how candidates move through the pipeline and updating stage settings.

To start managing candidates for a specific job, navigate from the main dashboard to **Jobs**, then select the **job title** to open **Job Summary**.

> Note: Menu labels can vary by language and configuration. For example, **Jobs** may appear as **Trabajos**.

## Manage interview stage settings (Scheduling, Candidate Experience, and Invitation email)

Use this workflow when you need to access and manage settings for different interview stages within a job requisition (for example, a pre-screen questionnaire, a recruiter phone screen, or an in-person interview).

1. Go to **Jobs**.
2. Use the search and filter options to locate the job requisition you want to update (for example, search by **Requisition** number).
3. Select the **job title** to open **Job Summary**.
4. On the Job Summary overview page, scroll to the stage cards to find the interview stage you want to update (stage names vary and may be customized).
5. In the stage card, select the setting you want to manage (availability depends on stage type and licensing), such as:
   - **Scheduling** (live stages)
   - **Candidate experience**
   - **Invitation email** / **Review invitation email** (commonly available for on-demand web/video stages)
6. Make your updates, then select **Save** (or **Save & Close**) to apply changes.

## View candidates for a job (including the Initial Interview stage)

When you open a job, Hirevue typically lands you on the first stage tab in the workflow (for example, **Initial Interview**). This stage page shows the candidate list for that stage.

On the stage candidate list, you can typically see high-level details such as the candidate’s name, current status (for example, **Ready for review** or **Review Started**), submission date, and—when enabled—assessment/interview scores and average ratings.

You can also:

- Sort the list (for example by **Status** or **Assessment**, and in some configurations **Code Score**) using the sort links at the top of the candidate list.
- Take actions for an individual candidate using the **three-dot (ellipsis) menu** next to the candidate.

## View the candidate list for a job (from Job Summary)

Use these steps when you want to open the full list of candidates invited to a job (for example, everyone invited to a screening assessment).

1. Click **Jobs** in the main navigation.
2. Select the job you want to view.
3. On the **Job Summary** page, locate the **Candidate(s) Invited** section.
4. Click **View all** to open the full candidate list.

## Access the candidate list for a specific job stage

Use these steps when you need to view the candidates who are in a particular stage of a job (for example, candidates who have submitted an on-demand interview).

1. From the main dashboard, select **Jobs**.
2. On the Jobs page, use the **Job Title** (or **Name**) search/filter field (if available) to find the job you want to view.
3. Select the **job title** you want to view.
4. In **Job Summary**, select the relevant **stage** tab in the progress bar/tabs to open the stage page (the candidate list).
   - Stage labels can be numbered (for example, **Stage 1**) or have custom names (for example, **PRI On-Demand - Web/Video**).

The stage candidate list shows the candidates in that stage along with key details such as status and, where enabled, assessment/interview scores.

From the stage candidate list, you can review interviews (for example, **See responses**/**See interview**) and, where available, send submissions to others for feedback.

### Access the On-Demand Video stage candidate list

Use this workflow when you specifically need to see the list of candidates in an **On-Demand Video** stage for a job.

1. Go to **Jobs**.
2. Select the **job title** to open **Job Summary**.
3. In the job’s progress bar/stage tabs, select the **On-Demand - Web/Video** stage (or your organization’s custom stage name for the on-demand video stage).
4. The stage page opens and displays the list of candidates in that on-demand video stage.

> Note: In some configurations, stages appear as tabs (for example, **On-Demand Video Stage**), while in others they appear as circles in a progress bar. The result is the same: selecting the stage opens the candidate list.

## Quick start: manage candidates for a job

Use this short workflow when you just need to get to the job’s pipeline to add candidates or review existing ones.

1. From the main dashboard, select **Jobs**.
2. On the Jobs list page, use the **Job Title** search field/filter (if available) to find the job you want to work with.
3. Select the **job title** to open **Job Summary**.
4. From **Job Summary**, select a **stage** to view the candidates in that stage, add new candidates, or review candidate details and submissions (options vary by stage type and permissions).

## Managing candidates in a job (start here)

Use these basic steps to open a job and get to the page where you can begin viewing the job’s candidate pipeline, adding candidates to stages, searching for specific candidates, and reviewing progress.

### Basic steps: view candidates within a job

1. From the main dashboard, select **Jobs**.
2. From the jobs list, select the **job title** you want to manage.
3. In **Job Summary**, open a **stage** to view the candidates invited to or associated with that stage.

### Detailed steps

1. From the main dashboard, open **Jobs**:
   - If **Jobs** is a top navigation item, select it.
   - If **Jobs** is in a drop-down menu, hover over **Jobs** and select **Jobs** from the drop-down.
2. Use available search and filter options (for example, the **Job Title** filter/search bar) to find the job you want to manage.
3. Select the **job title** from the filtered list to open the job. The job opens in **Job Summary**.
4. Select the relevant **stage** in the progress bar/tabs to view the candidates currently in that stage.
   - Stage labels can be numbered (for example, **Stage 1, Stage 2, etc.**) or have custom names (for example, **PRI On-Demand - Web/Video**).

From Job Summary, selecting a stage opens the stage page where you can view the candidate list, use search/filter tools to find a candidate, and open candidate actions such as **See responses** (where available) to begin/continue reviews.

## Job summary overview page

The job summary overview page contains a graphical representation of all interview stages in a job, along with a progress bar that you can use to navigate between stages. You can use this page to view and edit the interview settings for each job stage, add additional interview stages to the job, or add candidates to the job.

### Quick start: monitor candidates and configure stage settings

Use this workflow when the goal is to open a job, check how candidates are progressing through stages, and update settings for a specific stage.

1. From the main dashboard (top navigation), go to **Jobs**.
2. Select the job name to open **Job Summary**.
3. Review the stage cards to see an overview of candidate progress by stage.
4. In a stage card, review candidate counts by status (for example, **Invited**, **Started**, **Submitted**, and **Completed**).
5. To open a detailed list of candidates who completed a stage, select **View all** under **Completed** (or select the **Completed** status in the status summary/graph if that is what appears in the UI).
6. To configure a specific stage, scroll to (or select in the progress bar) the stage you want to update.
7. In the stage card, select the setting you want to change (for example, **Scheduling**, **Candidate experience**, or **Invitation email**), update the options in the panel, and then **Save**.

### Quick start: navigate to a job to manage candidates

Use this workflow when the goal is to start on the home dashboard, open a job’s pipeline, and begin managing candidates.

1. From the home dashboard, locate the main navigation menu at the top of the page.
2. Select **Jobs**.
3. On the Jobs page, locate the job you want to manage (use filters/search if available).
4. Select the **job title** to open **Job Summary**.
5. In **Job Summary**, review candidate stages and select a stage to view candidates and take actions (for example, add candidates, open candidate details, or request interviews—options vary by stage type and permissions).

### Quick start: find a job and view candidates by stage

Use this workflow when the goal is to start from the main dashboard, open a specific job, and then review candidates in different workflow stages.

1. From the main dashboard, select **Jobs**.
2. In the jobs list, locate the job by using the **Job Title** search field/filter and typing the job name. (The list may filter in real time as you type.)
3. Select the **Job Title** for the filtered result to open the job.
4. In **Job Summary**, select the relevant **stage** in the progress bar/tabs (by default this can be **Stage 1**, **Stage 2**, etc., depending on your workflow). Stage labels may also include interview-type names such as **On-Demand - Text** or **On-Demand - Web/Video**, or a custom stage name set by your organization.
5. Review the candidate list for that stage. Depending on configuration, this can include details such as candidate name, current status (for example, **Ready for review**), and assessment/interview score.
6. To take action on a candidate, select the candidate **Action menu** (three dots). Common options include **View candidate details**, **See responses**, and **Advance to next stage** (options vary by stage type and candidate status).

### Quick start: view self-scheduling candidates for a job (Self-Scheduling tab)

Some configurations provide a **Self-Scheduling** tab within a job that displays candidates associated with candidate self-scheduling.

1. From the main dashboard, navigate to **Jobs**.
2. Select the job title to open the job’s summary view (**Job Summary**).
3. Select the **Self-Scheduling** tab.
4. Review the candidate list and each candidate’s current status (for example, **Ready for review**, **Advanced**, or **Canceled**).

### Quick start: find a job by requisition number and locate candidates in a stage

Use this workflow when the goal is to open a specific job quickly (by requisition) and then view the candidates in a particular workflow stage (for example, **On-Demand Text** or **Live Video Interview**).

1. From the main dashboard, select **Jobs**.
2. In the jobs list, use the **Requisition** search field/filter (typically at the top of the job list) and enter the job’s requisition ID/number.
3. Press **Enter** to apply the search (if your page does not filter automatically).
4. The job list updates to show the matching job. Select the **Job Title** for the filtered result to open the job.
5. On **Job Summary**, select the relevant **stage** in the progress bar/tabs (for example, **Stage 1** or a custom stage name).
6. Review the candidate list for that stage.
7. (Optional) Use the left-side filter panel (sometimes labeled **Filter** or **Narrow By**) to refine the list:
   - Filter by candidate name (full or partial), and/or
   - Filter by **Interview Status** (sometimes labeled **Status**) to see candidates in a specific state (for example, Invited, Started, Submitted, Scheduled, or Completed; options vary by stage type).
8. (Optional) Use the candidate **Action menu** (three dots) to open the candidate details or responses (options vary by stage type and candidate status).

### Quick start: manage interview scheduling and invited candidate status

Use this workflow when the goal is to start from the dashboard, open a specific requisition, and then either (a) update scheduling settings for a live stage, or (b) review the status of candidates who have been invited to a stage.

1. From the main dashboard, navigate to the **Jobs**.
2. Use the **Requisition** search field/filter to find a specific job by its requisition number.
3. Select the job title to open **Job Summary**.
4. In Job Summary, locate the relevant interview stage (for example, a stage named **15 Min - Pre-Call**).
5. Then choose one of the following:
   - **Edit scheduling settings (live stages):** In the stage card, select **Scheduling**, update the settings, then **Save**.
   - **View invited candidate status:** In the stage summary/status area, select **Invited** (or **View all** next to **Invited**, depending on what appears in the UI) to open the filtered candidate list.

### Add a candidate to a job from Job Summary (manual entry)

Use this workflow to manually add a single candidate who did not come through the normal application flow.

1. From the main dashboard, open **Jobs** (if **Jobs** is in a drop-down menu, select **Jobs** to open the jobs list).
2. Locate the job and select the job title to open **Job Summary**.
3. Select **Add Candidate to Job** (often located in the bottom-right area of the Job Summary page).
4. In the **Add Candidate** window/panel, confirm the **Stage** drop-down shows the stage where the candidate should be added. If needed, select a different stage.
5. In the candidate details section, enter the candidate’s **First Name**, **Last Name**, and **Email**.
6. Select **Save & Close**.

After saving:

1. A confirmation message appears at the top of the screen indicating the candidate was added to the selected stage.
2. The candidate appears in the candidate list for that job/stage.
3. (Optional) Use the **Narrow By** search/filter to find the candidate by name.
4. Select the candidate’s name to open their profile/details.

---

## Edit job details (job role, requisition, and other job-level fields)

Use this workflow to update the main job information (such as **Job Role** and **Job Requisition**) from Job Summary.

1. From the main dashboard, go to **Jobs**.
2. Select the job you want to update to open **Job Summary**.
3. Next to the job title, select the **pencil/edit** icon (often labeled **Edit job details**).
4. In the job details panel/window, update the fields you need (for example, **Job Role**, **Job Requisition**, and other available job-level fields).
5. Select **Save** (or the equivalent save action shown in the panel) to apply your changes.

---

## Configure a job stage (rename a stage, set notifications, and adjust candidate experience)

The stage cards in Job Summary let you configure key settings for each stage, such as the stage name, reviewer notifications, candidate experience, and (for live stages) scheduling.

### Rename a stage

1. Open the job and scroll to the stage you want to update.
2. Click the **stage name** (it typically appears with a dotted underline when it is editable).
3. Enter the new stage name.
4. Click the blue checkmark (or **Save**, depending on what appears in the UI).

### Configure reviewer notifications (on-demand stages)

Use **Reviewer options** (sometimes labeled **Reviewer Notifications**) to set who gets notified when candidates submit interviews and whether reviewers are also notified when candidate reminders are sent.

1. Open the job and scroll to the stage you want to configure.
2. Click **Reviewer options** / **Reviewer Notifications**.
3. In the reviewer window, enter the email addresses that should receive notifications (separate multiple emails with commas).
4. (Optional) Enable reminder-related notifications (if available) so the distribution list is notified when candidates receive automated reminders.
5. Click **Save & Close**.

### Configure the candidate experience for a stage

Candidate Experience settings let you define elements that impact how candidates experience their on-demand and live interviews. You can add context (such as welcome/job preview content), define due dates, and control what candidates can do during the interview.

#### Open Candidate Experience

You can usually open Candidate Experience from either the **stage card** in Job Summary or from the **stage page** itself.

**Option A: From the Job Summary stage card**

1. From the **Jobs** page, open the job you want to configure.
2. On **Job Summary**, scroll to (or select in the progress bar) the stage you want to configure.
3. In the stage card, select **Candidate experience**.

**Option B: From the interview stage page**

1. From **Job Summary**, select the stage to open the stage page.
2. On the interview stage page, select **Candidate Experience**.

A window/panel appears with the available options.

#### Configure Candidate Experience for a job stage (step-by-step)

Use this workflow when you want to set an expiration date/time, require candidate actions (for example, introductions), and adjust other options for the stage.

1. On the **Job Summary** page, find the relevant stage and click **Candidate Experience**.
2. A modal window opens (for example, **Candidate Experience – On-Demand – Web/Video**). The title varies based on your stage type.
3. At the top of the modal, review **Experience & Layout** options (for example, whether to show a welcome page).
4. Scroll to **Candidate Options**.
5. To set an expiration date/time for the stage, enable the option labeled **Set an expiration deadline** (or **When should this stage expire?**, depending on your UI).
6. Click the calendar icon and select the desired date/time.
7. Configure any other available options as needed (options vary by stage type), such as:
   - **Require candidate to record introduction**
   - **Allow candidate to upload documents** (and/or **Require document**)
   - **Remind candidates** / enable reminders for candidates who haven’t completed the stage
8. Click **Save** (or **Save & Close**) to apply your changes.

#### Configure candidate reminders and location details (common for live interviews)

Use this workflow when the goal is to reduce no-shows by sending automated reminders and ensuring the candidate has the correct interview location and preparation instructions.

1. Navigate to the job you want to configure and open **Candidate Experience** for the relevant stage (from the stage card on **Job Summary** or from the stage page).
2. In the **Reminders** section, enable the option to send a reminder (for example, **Send candidate a reminder before their scheduled interview**).
3. In **Reminder Method**, choose how reminders are delivered (availability varies by configuration), such as **Email**, **Text**, or **Both email and text**.
4. Configure the reminder timing.
5. In the **Location** section, enter the interview address details (for in-person interviews) and confirm the location information is correct.
6. Add any additional preparation notes or instructions for the candidate in the provided text editor.
7. Click **Save** (or **Save & Close**) to apply your changes.

> Note: The exact labels and fields in Candidate Experience vary by stage type (on-demand vs. live vs. in-person) and your organization’s configuration.

#### Common Candidate Experience settings

The exact options vary by stage type (on-demand vs. live) and your organization’s configuration/licensing. Common settings include:

- **Display Welcome Page** (welcome video)
- **Display Realistic Job Preview**
- **Set a submission deadline**
- **Set an expiration deadline** (stage expiration)
- **Require candidate to record introduction** (on-demand voice/video only)
- **Allow candidate to upload documents** (on-demand video only)
- **Reminders**

> Note: Some environments also include options like self-registration links/codes, accommodation requests, login requirements, candidate activity monitoring, and fairness agreements.

#### Save your changes

After configuring the settings to your preference, select **Save** (or **Save & Close**, depending on what appears in the UI).

### Configure scheduling (live interview stages)

For live stages, use **Scheduling** to determine how interviews will be scheduled.

1. Open the job and scroll to the live stage you want to configure.
2. Click **Scheduling**.
3. Choose the scheduling method you want.
4. Complete any required fields for the selected method.
5. Click **Save** (or **Save & Close**).

---

The following image displays an example job summary overview page. Refer to the numbered links below the image for more information about each area.

![](https://recruiter-help.hirevue-app.com/api/attachments.redirect?id=e56075f9-6190-485c-ac8e-dd2b3cb7a6e4)

### 1 - Jobs breadcrumb

Displays the name of the job that you are working with, and a link back to the [Jobs page](/articles/aff978bb-f1c2-464e-893a-2a7043f5cf31), where you can select and edit another job.

### 2 - Edit job details

Opens the Job Details panel, where you can edit basic information about the job.

### 3 - Progress bar

Visual indicator of the interview stages in the job and the number of candidates in each interview stage.

### 4 - Interview stage name

Optional identifier for the interview stage.

### 5 - Interview stage card

Collection of information and settings related to each interview stage in a job.

### 6 - Settings

Areas of configuration that you can customize to change or enhance the candidate experience for your job.

### 6 - Hide/show settings

Lets you display or hide the interview settings displayed in the interview stage card.

### 7 - Advancement bar

Lets you view and edit the advancement settings for the selected stage.

## Stage pages

The Stage pages display a summary of the progress for each stage in your job. You can use these pages to view information about candidates in a stage, stage status, and where candidates are in the job workflow. You can also use these pages to perform actions related to an interview stage, such as adding or scheduling candidates, accessing the candidate details view, resetting an interview, or manually advancing candidates to the next stage.

### Basic workflow: review candidates in a job

If the goal is simply to get to the list of candidates in a specific stage (to check status, see who has submitted, and open candidate actions), use this workflow:

1. From the main dashboard (top navigation), go to **Jobs**.
2. Select the job name to open **Job Summary**.
3. Select the relevant **stage** in the progress bar/tabs. (Stages can be numbered or use custom names defined by your organization.)
4. Review the candidate list for the stage.
5. Use the candidate **Action menu** (three dots) to open details, see responses, or advance candidates (options vary by stage type and candidate status).

### Review candidate submissions for a job (screening answers and response score)

Use this workflow to view and assess candidate submissions for a specific job requisition.

1. From the main dashboard, go to **Jobs**, then open the job/requisition you want to review.
2. In **Job Summary**, review the hiring workflow stages.
3. Select the stage you want to review to open the candidate list for that stage.
   - Example stage labels can include **Stage 1 On-Demand - Text** (or another stage number/name, depending on your job setup).
4. Review the candidate list.
5. Select a candidate’s **name** to open their submission/profile view.
6. Review the candidate’s answers.
   - If your review screen shows **Next** / **Previous Question** buttons, use them to move through the screening questions in order.
7. To return to the candidate list for the job, use **Back to Job** (if shown) or close the details panel.

### Navigate between job stages to view candidates

Use this workflow when you need to quickly switch between stages.

1. From the main menu, select **Jobs**.
2. Select the job you want to review to open its **Job Summary**.
3. On Job Summary, locate the stage tabs/progress bar.
4. Select a stage tab to view candidates in that stage.
5. Review the candidate list.
6. Select a different stage tab to switch stages and view the candidates in that stage.

### Manage and review candidates in a stage (View all, action menu, and sorting)

Use this workflow when the goal is to open a specific job, view the full candidate list for a stage, and use the available candidate actions.

1. From the main dashboard, select **Jobs**.
2. Click the job you want to manage to open **Job Summary**.
3. On the Job Summary overview page, locate the **stage card** you want to work with.
4. Next to the candidate count for the status you want to review, click **View all** to open the full candidate list.
5. Scroll through the list to review candidates in that stage.
6. For an individual candidate, select the **three-dot action menu** on the candidate row/card.
7. Select the action you want.
8. To change list ordering, use the **Sort** control at the top of the stage page.

### Review candidate details and advance candidates to the next stage

Use this workflow when the goal is to open a job, review individual applications in a stage, and move one or more candidates to the next stage.

1. From the main menu, go to **Jobs**.
2. Use filters to find the job.
3. Select the **Job Title** to open **Job Summary**.
4. In the progress bar/tabs, select the stage that contains the candidates you want to review.
5. Review the candidate list.
6. To open an individual candidate, select the candidate name/row to open the details view.
7. Return to the candidate list.
8. Select the checkbox next to the candidate(s) you want to move forward.
9. Select **Advance**, then confirm when prompted.

### Viewing candidates who completed an assessment

If you want to see the full list of candidates who have completed an assessment for a specific job, you can access the completed list directly from the job.

1. From the main dashboard, navigate to the **Jobs** page.
2. Use the **Job Title** search filter to locate the job you want to manage.
3. Click the job title to open the job’s overview page (Job Summary).
4. On the job’s page, locate the stage card for the assessment and find the **Assessment** section (or the status summary).
5. Next to **Completed**, click **View all**.

### Accessing candidate assessment results from Job Summary

If your job includes one or more assessment stages, you can open a candidate’s assessment results directly from Job Summary/Stage pages.

1. Open the job to land on the **Job Summary**.
2. Use the progress bar/tabs to select the assessment stage you want to review.
3. Review the list of candidates in that stage.
4. Click the candidate row to open the candidate’s assessment page.

The following image displays an example Stage page. Refer to the numbered links below the image for more information about each area.

![](https://recruiter-help.hirevue-app.com/api/attachments.redirect?id=1f72b908-9465-4b4c-83e1-84888ed37834)

### 1 - Stage header

Provides the following summary information about the selected stage:

#### Candidates (number)

Number of candidates added to the selected stage. If this is a(n):

- **On-demand stage**, then candidates have been invited to participate in an on-demand stage.
- **Live stage**, then candidates have been added to the stage, and may or may not need to be scheduled. Refer to the labels on the candidate status bar (4) to see any messages requiring user intervention, such as a need to schedule candidate interviews.

#### Stage name

Identifier for the selected stage. By default, stages are named according to their placement in the job (for example, Stage 1, Stage 2, etc.), but may also be customized from the interview stage card on the Job Summary Overview page.

#### Stage type

Indicates the interview type configured for the selected stage. When you add a stage to a job, you first determine the interview type that you want to use, and then select the interview stage type that fits your needs.

Stage types

##### On-demand video

Recorded interview that candidates complete using their computer or mobile device. You can configure HireVue to ask questions via video, image, text, or audio, and then require that candidates respond using video, audio, text, fill-in-the-blank, or single select/multiple select.

##### On-demand voice

Recorded audio interview that candidates complete using their phone (mobile or landline). You can either add your own audio question, or enter a text question that you want the system to repeat to the candidate. Candidates can then respond with their voice, or by using a telephone keypad to make a single select selection.

##### On-demand text

Recorded text (SMS) interview that candidates complete using text messaging functionality on their cell phone or their web browser, depending on your system configuration. By default, candidates complete on-demand text interviews using their web browser. However, if your system is configured to allow both SMS and web responses, then candidates who:

- Have a phone number in their candidate profile can choose to participate in on-demand text interviews using either their phone or a web browser.
- Do not have a phone number in their candidate profile must participate using their web browser.

When using on-demand text stages, you can configure HireVue to ask questions via text or single select answers.

##### Live video

Live video interviews conducted with candidates and hiring managers using computers or mobile devices.

##### Live voice

Phone interviews conducted between candidates and hiring managers.

##### In person

Live interviews where candidates and hiring managers meet in-person at a specific location.

### 2 - Sort

Sorts candidate records by **Status** or **Assessment**. In some configurations, you may also be able to sort by other scoring metrics (for example, **Code Score**).

By default, candidates are sorted by their current status in descending order, beginning with "Not Started" and continuing to "Advanced" (Not Started > Started > Canceled > Expired > Submitted > Advanced).

You can select:

- **Status** to reverse the default status sort order, moving candidates with the status of "Advanced" to the top of the list and candidates with the status of "Not Started" to the bottom.
- **Assessment** to sort candidates by their assessment scores, beginning with the highest score and moving to the lowest. Click Assessment again to reverse the sort order, moving candidates with the highest score to the bottom of the list. Candidates with no assessment score will appear by default at the bottom of the list.

Any adjustments you make to sort order while you are viewing the Job Summary page will be reset to default when you refresh or reload the page.

### 3 - Filter

Use the filter to narrow the list of candidates based on user-defined criteria. Only the candidates that meet the criteria you define here will appear in the candidate list.

Refer to the numbered links after the example below for more information about the filter.

![](https://recruiter-help.hirevue-app.com/api/attachments.redirect?id=4c836e0e-9bf0-4c32-ad1e-8abd885cf9bf)

#### 1 - Filter tag

Displays and lets you remove active filter criteria. Each filter criteria selected in the filter fields below appear in a separate tag.

To quickly remove one or more of the applied filter criteria, click the X in the filter tag for that criteria. Any new criteria that you define will appear in a new tag in this area.

#### 2 - Candidate name search

Lets you search by a specific candidate name. You can type all or part of a candidate name in order to search for specific candidates.

For example, if you type "S" in the search field, the page displays all candidates with names containing an "S" (Mary Smith, Sam Sample, John Marks, etc.). If you type "Smi" in the search field, the page displays all records where the candidate name contains the "Smi" string (Mary Smith). In order for records to appear in the filter, the records must contain the exact string of letters and/or numbers typed into the filter field, in the order in which they are typed.

#### 3 - Status

Lets you filter candidates with a specific interview status. On-demand and live interviews each have a different set of statuses.

On-demand stage statuses

- **Invited**: Candidate was invited to an on-demand interview, but has not yet begun the interview.
- **Started**: Candidate was invited to an on-demand interview, and has begun the interview.
- **Expired**: Candidate was invited to an on-demand interview, but that interview is now expired. The candidate did not complete the interview.

  Interviews expire when either the:

  - Candidate submission deadline is passed, or
  - The interview stage has expired.

  You can configure both of these items in the Candidate experience within the interview stage.

- **Submitted**: Candidate submitted an on-demand interview, but has not yet advanced to the next interview stage.
- **Canceled**: Candidate was invited to an on-demand interview that was canceled by the recruiter.
- **Advanced**: Candidate was advanced to the next interview stage.

Live stage statuses

- **Need to schedule** (Manual scheduling only): Candidate was added to the stage, but the recruiter has not yet scheduled their interview.
- **Processing scheduling request** (Scheduling assistant only): Candidate was added to the stage and the scheduling assistant is processing the request and will send the invite shortly.
- **Canceled**: Candidate was added to the stage, but the interview was canceled.
- **Scheduled**: Candidate was added to the stage and their interview has been scheduled.
- **Completed**: The time scheduled for the live interview to occur is passed. Candidate interviews receive a completed status when the interview is complete or the interview time is passed.
- **Invited**: Candidate has been invited to self-schedule a live interview, but has not yet responded to the request.
- **Unable to schedule**: There is not enough time on the hiring manager's calendar to schedule the interview.
- **Advanced**: Candidate was advanced to the next interview stage.

#### 4 - Score

Lets you filter candidates with a specific assessment score.

#### 5 - Ratings and reviews

Lets you filter candidates who achieve a specific review or rating. You can choose to show candidates that earned a specific star rating, or that are recommended or not recommended for hire (thumbs up/thumbs down review). For more information, see [Rating and review](/articles/8a3393ca-e005-48de-987e-329d99f4578c).

### Find a candidate in a stage (filter candidates in the pipeline)

Use the stage filter (often shown on the left as **Filter** or **Narrow By**) to quickly locate a specific candidate.

1. From the main menu, select **Jobs**, then open the job.
2. In Job Summary, select the relevant stage.
3. On the left side of the stage page, locate the filter area.
4. In **Candidate name search**, enter the candidate’s name.
5. If a search icon is shown, select it to apply the filter.

The candidate list updates to show candidates that match the entered name.

### Filter candidates by interview status

Use this workflow when you want to focus on candidates at a specific stage/status.

1. Open the job and navigate to the relevant **stage page**.
2. Locate the filter panel.
3. In the filter panel, find the **Interview Status** (or **Status**) section.
4. Select the checkbox for the status you want to view.
5. The candidate list refreshes.

### Find a candidate and view their responses

Use the candidate filter and the candidate action menu to quickly open a candidate’s submitted interview and view their responses.

1. From the main menu, select **Jobs**, then open the job.
2. In Job Summary, select the relevant stage.
3. In the candidate list, locate the filter panel.
4. In **Candidate name search**, enter the candidate’s name, then apply the search.
5. In the candidate’s row/card, select the **Action menu** (three dots).
6. Select **See responses**.

To return to the full candidate list, select **Clear** (or remove the filter tag(s)).

### 4 - Bulk action selector

Lets you select multiple candidates for which you can perform bulk actions. When you select one or more candidates, the More Actions menu appears, allowing you to select the action that you want to perform.

#### Select all candidates on the current page

When you are on a stage’s candidate list, you can quickly select all candidates currently displayed.

1. (Optional) Use the page navigation arrows to move between pages.
2. To select all candidates shown on the current page, select the checkbox in the header row.

### 5 - Action menu

Lets you perform actions related to the selected candidate.

The items that appear in this menu are dependent on the interview type (on-demand or live), and candidate status.

#### On-demand actions

- **View candidate details**: Displays the Candidate Details panel, where you can see a summary of the candidate's activity within each stage of the job, as well as perform candidate-related actions such as scheduling live interviews or viewing submitted on-demand interviews.
- **See responses**: Lets you review a submitted interview.
- **Advance to next stage**: Lets you manually advance the candidate to the next interview stage in the job.
- **Compare reviews**: Lets you compare the reviews from different hiring managers about a candidate interview. This option takes you to the [Review all ratings](/articles/8579a1ce-86d5-4814-a4b9-588e8c15e524) page.
- **View Developmental Feedback**: If the interview includes an assessment with the Developmental Feedback Report included, you will have the option to view and send the developmental feedback report (DFR).
- **Send for review**: Lets you send the interview to hiring managers or interviewers. Depending on your system configuration, recipients of a sent interview may not need to be logged into the system in order to review the interview and provide feedback.
- **Reset interview**: Lets you reset submitted or unsubmitted on-demand video interviews.

#### Live actions

- **View details**: Displays the Candidate Details panel, where you can see a summary of the candidate's activity within each stage of the job, as well as perform candidate-related actions such as scheduling live interviews or viewing submitted on-demand interviews.
- **Schedule interview/reschedule interview**: Lets you manually schedule or reschedule a live interview.
- **Advance to next stage**: Lets you manually advance the candidate to the next stage.

### 6 - Candidate progress bar

Visual indicator displaying the candidate's active interview stage. The progress bar is comprised of circles, each of which represents a single interview stage within the job.

The shading of each circle indicates the candidate's completion status for that stage:

![Completed stage icon](https://recruiter-help.hirevue-app.com/api/attachments.redirect?id=f4cb3559-d129-4635-b2c1-60115d05637e) - Completed stage

![Active stage icon](https://recruiter-help.hirevue-app.com/api/attachments.redirect?id=5475ea52-ccaf-47fb-adb0-04a5ca89a19a) - Active stage

![Incomplete stage icon](https://recruiter-help.hirevue-app.com/api/attachments.redirect?id=95bf0fb6-81a0-4a5a-bffd-aca1a158b419) - Incomplete stage

You can move your mouse over any circle in the bar to view a pop-up message containing additional information about the candidate's status in that stage.

![Example of tooltip](https://recruiter-help.hirevue-app.com/api/attachments.redirect?id=9de0729a-795b-4c93-b74b-5e837e77a827)

### 7 - Ratings indicators

Displays the average reviewer rating, stars review, and thumbs up/thumbs down review submitted for the candidate. You can also see the number of reviews that were calculated to produce the average rating.

Specifically, you can refer to the:

- Left side of the card to see the average rating, and number of reviews that were used to calculate the average.
- Right side of the card to see a running average of the stars and thumbs up/thumbs down reviews submitted for the candidate. Thumbs up/thumbs down ratings are rounded to the positive.

If assessments are licensed for your application and configured for the interview stage, the candidate card will also display assessment results. Assessment scores can be used to compare, prioritize, or automatically advance candidates.

![](https://recruiter-help.hirevue-app.com/api/attachments.redirect?id=47248d20-36c7-4d62-9a71-9ec3038b4a66)

Within the candidate card, assessment scores are visible on both the assessment stage itself, as well as the next submitted (On-Demand) or completed (Live) stage in the job. If a job has multiple assessments, assessment scores are only visible on the next On-Demand and/or Live interview stage once candidates submit or complete their interview. Assessment scores are not visible on other assessment stages within the job, or on On-Demand or Live stages that occur after an additional assessment.

See the following examples for an illustration of how assessment scores appear on jobs with one and two assessment stages.

#### Example 1: Job with one assessment stage

- **Stage 1 Assessment**: Assessment score becomes visible on this stage once candidate completes the assessment and it is scored.
- **Stage 2 On-Demand Video**: Assessment score becomes visible on the On-Demand Video stage of the candidate card once the candidate submits their interview.
- **Stage 3 Live**: Assessment score from Stage 1 becomes visible on the Live stage of the candidate card once the candidate completes their interview.

#### Example 2: Job with two assessment stages

- **Stage 1 Assessment #1**: Assessment score becomes visible on this stage once candidate completes the assessment and it is scored.
- **Stage 2 On-Demand Video**: Assessment #1 score becomes visible on the On-Demand Video stage of the candidate card once the candidate submits their interview.
- **Stage 3 Assessment #2:** Assessment #2 score becomes visible on this stage once candidate completes the assessment and it is scored.
- **Stage 4 Live**: Assessment #2 score becomes visible on the this stage of the candidate card once the candidate completes their Live interview.

### 8 - More actions

When you select one or more candidates using the bulk action selection check boxes (see 4 - Bulk action selector), this button appears, allowing you to perform one of the following actions on the selected candidates:

- **Send for Review**: Send the completed interview(s) for review to request that hiring managers provide feedback.
- **Compare Interviews**: Opens the selected interviews in a side-by-side tabbed review page, where you can compare candidate responses.

### 9 - Advance

When you select one or more candidates using the bulk action selection check boxes (see 4 - Bulk action selector), the Advance button appears, allowing you to move selected candidates to the next interview stage.