Review applicants from your Job Portal in Intake, preview resumes, and approve, reject, or block them. To skip the review step, enable Auto-Approve Applications in Applicant Intake Settings.
Intake collects the candidates who apply through your Job Portal. Select the Intake icon in the left navigation bar to review them, preview their resumes, and choose to Approve, Reject, or Block each application. You can take these actions on one application or on a group at once. If you would rather skip the review step, you can enable Auto-Approve Applications in Settings > Advanced > Applicant Intake Settings.
How do I review new applicants in Intake?
Select the Intake icon in the left navigation bar. Intake lists all candidates who have applied through your Job Portal.
Select a name to display a preview of the candidate’s resume.
Choose Approve, Reject, or Block for that application.
To act on several applications at once, highlight a group of Contacts, and then choose the action.
💡 Pro Tip: When you receive many applications for the same Job, highlight the group you want to handle together and choose Approve, Reject, or Block once, instead of reviewing each application one at a time.
What is the difference between Approve, Reject, and Block?
Option | What it does |
Approve | Marks the candidate as a good fit for the position, so you can keep them on the Job and begin interacting with them. |
Reject | Rejects the application and moves the candidate to the Pass stage in the workflow for the Job they applied to. If your organization has labeled this stage differently, the candidate moves to your done, negative outcome stage instead. The Contact stays in your database for future use. For more, see Where do Applicants go When Rejected? |
Block | Stops the candidate from applying again. They go to the Manage Blocked area of your settings, so they cannot continue applying and appearing in your Intake. |
When you select Block, a Block Application message asks you to confirm. Blocking rejects the Contact from that Job and from any future Jobs associated with that email address, and the Contact no longer appears in any search or list within Crelate. To unblock, go to Settings > Data Quality > Manage Blocked. For more, see Blocked Candidates.
💡 Pro Tip: Use Reject when a candidate is not a fit for one Job, but you want to keep them in your database. Use Block only when you do not want to see that candidate in your Intake again.
Where do new applicants appear on a Job?
New applicants also appear on the Job they applied for, in the new stage of the Job workflow, such as Applied. To view them, open the Job to see its Job Dashboard.
An application that is pending review shows a red flag indicator in the upper right corner of the candidate tile. The indicator lets you know that the application has not been approved, rejected, or blocked yet.
From the candidate’s tile, you can still choose Approve, Reject, or Block for that application.
💡 Pro Tip: Look for the red flag indicator on the Job Dashboard to find applications that are still waiting for your review.
How do I skip the review process?
You can enable Auto-Approve Applications so that candidates are approved when they apply. These Contacts bypass Intake and do not show the red flag indicator in the upper right corner of their candidate tile. Instead, they appear in your database without the review process.
Go to Settings > Advanced > Applicant Intake Settings.
Under Application Approval, set Auto-Approve Applications to Enabled.
Select Save.
To go back to reviewing each application in Intake, set Auto-Approve Applications to Disabled, and then select Save.
💡 Pro Tip: Enable Auto-Approve Applications if you do not need to screen applicants before they reach your database. If you want to screen applicants first, leave it disabled and use Intake to review each application.
Key takeaway
Intake collects the candidates who apply through your Job Portal. Select the Intake icon in the left navigation bar to preview each resume and choose Approve, Reject, or Block, either one at a time or for a group at once. Approve keeps the candidate on the Job. Reject moves the candidate to the Pass stage for that Job (or your done, negative outcome stage) and keeps the Contact in your database. Block stops the candidate from applying again and sends them to Settings > Data Quality > Manage Blocked. New applicants also appear on the Job Dashboard in the new stage, where a red flag indicator marks applications that are pending review. If you do not want to review applicants first, enable Auto-Approve Applications in Settings > Advanced > Applicant Intake Settings, and those Contacts will appear in your database without passing through Intake.
What's Next?
Learn how to enable an automatic application email that is sent to applicants when they apply, and how to manage the questions applicants answer when they apply.