# Hiring tasks, step by step

Practical CandiKeep workflows for organizing resumes, rediscovering candidates, recording calls, reviewing corrections and preparing a shortlist.

Web version: https://candikeep.com/docs/workflows/

Start with a concrete hiring task and finish with something you can inspect.

## “Help me organize these resumes.”

1. Ask which existing resumes the operator has permission to use. Use text-readable PDF or DOCX files.
2. Sign in to the workbench. Upload a small set first; choose workspace attachment explicitly when relevant.
3. Wait for processing and inspect the extracted identities, skills and employment context against the originals.
4. Resolve ambiguous candidate matches and correct important fields before relying on the database.

A successful result is a set of inspectable candidate profiles with accessible source resumes, not simply a completed upload.

- [Organize an existing resume collection](https://candikeep.com/use-cases/organize-resumes/)

## “Who do we already know for this role?”

1. Clarify the role’s must-haves and distinguish them from preferences.
2. Search the existing candidate database using role and skill terms. Apply supported company, location or current-CTC filters as appropriate.
3. Read the supporting candidate context and check freshness, unknown information and unresolved reviews. Optional AI refinement is assistance, not proof of fit.
4. Save promising candidates to a role workspace. Confirm current interest and availability through the operator’s normal communication process.

- [Rediscover previously sourced candidates](https://candikeep.com/use-cases/rediscover-candidates/)

## “Keep what I learned on that call.”

1. Open the correct candidate and record the actual recruiting conversation as a note.
2. Distinguish candidate statements from recruiter impressions. Include dates and role-specific context where useful.
3. Inspect the processing outcome. Review contradictions and changed information against the note and existing profile.
4. Correct the note if the underlying record is wrong. A correction creates a revision and reassesses affected profile information.

Notes do not automatically add candidates to role workspaces. Add workspace membership explicitly when that is part of the task.

- [Keep recruiting call notes useful](https://candikeep.com/use-cases/recruiting-call-notes/)

## “Prepare the shortlist for this role.”

1. Create or open the role workspace and select the candidates to include.
2. Review the profiles, role-specific feedback and follow-up status. A rejection for one role should not become a universal judgment about the person.
3. Export the selected profiles and resumes. Inspect the Excel sheet and ZIP before sharing.
4. Have the operator authorize any external handoff. Exporting does not send email, contact candidates or grant another person access.

Open the signed-in workbench: https://app.candikeep.com/

Product access requires operator authorization; a documentation link grants no account or candidate-data access.

Documentation index: https://candikeep.com/llms.txt