What it is
Adding a candidate by hand is how you bring someone into your pipeline who didn’t come through an ad — a referral, a name from your network, or a walk-in. You capture their details across a short set of sections and they land in the pipeline ready to be matched, scored and progressed.
It matters because not every good candidate applies online. Getting them into the system properly — with their contact details, the role they’re after, their right-to-work status and their CV — means they’re searchable, matchable and never lost in an inbox. The form is one page, so it’s quick even mid-call.
When to use it
- Someone referred a candidate you want to track
- You met a candidate at an event or a site visit
- A candidate emailed their CV outside any ad
- You’re moving a contact from your network into an active pipeline
How it works
Step by step.
- 1
Enter their identity
Add the candidate’s name and basic identity details. This is what shows across the pipeline and in search.
- 2
Add contact details
Capture phone and email so you can reach them and so Hexis can flag any duplicate already in your system.
- 3
Set the target role
Note the role they’re after. This helps match them to the right job orders.
- 4
Record right-to-work
Capture their right-to-work status. This is checked before anyone is placed, so getting it in early saves a scramble later.
- 5
Attach the CV
Drop in their CV and any supporting documents so reviewers have everything in one place.
- 6
Add to pipeline
Submit to add the candidate. They appear at the New stage, ready to be matched and progressed.
Worked example
Follow it through.
The scenario
Maya Chen was referred by a current worker and you want her in your security pipeline.
- 1 Open the new-candidate form and enter "Maya Chen".
- 2 Add her mobile and email; no duplicate is flagged.
- 3 Set the target role to Security Officer.
- 4 Record her right-to-work as confirmed.
- 5 Drop in her CV and her current security licence.
- 6 Click Add to pipeline.
The result
Maya appears in your pipeline at the New stage, tagged as a referral, ready to be matched to open security orders.
Tips & notes
Good to know.
- Add a phone and email even if you only have one — it’s how Hexis spots a duplicate before you create one.
- Recording right-to-work now avoids a last-minute blocker when you’re ready to place.
- Tag the source accurately (referral, event, direct) — it’s how you later learn which channels bring your best people.
- For volume intake, share an application link instead of keying each person in by hand.
When you’re done
A new candidate captured in your pipeline, searchable and ready to match.