Manage candidates in QuickBooks Workforce Premium and Elite

View resumes, update profiles, and modify recruitment pipeline stages directly within QuickBooks Workforce Premium and Elite. Track and organize job applicants in a central location to help you streamline your process and move closer to hiring your next team member. 

View and manage job candidates

You can access your recruitment tools directly within QuickBooks to see specific applicant details.

1. Go to All apps , then Team, then Recruiting (Take me there).
2. Select your job posting. 
3. Select a candidate.

Edit or delete ‌candidate info

Use the actions menu to keep candidate profiles accurate or remove them from your system entirely.

1. Select Actions and choose what you want to do.
   • Select Actions and choose what you want to do.
   • Select Actions and choose what you want to do.
2. Select Save.

Update a candidate’s pipeline stage

Change candidate's stage to help you track their progress through your hiring workflow.

1. Select Move candidate.
2. Select the stage.
   1. In review: review the candidate profile
   2. Phone screen: pending a completed phone screening
   3. Interview: pending a completed interview
   4. Verbal offer: pending verbal offer confirmation from candidate
   5. Verification: pending employment verification or background check completion
   6. Hire: add candidate to payroll as an employee or a contractor
   7. Not proceeding: decided not to move forward with candidate
3. (Optional) Add any applicable notes.
4. Select Save.