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Nextal Help

The candidate record — and everything around it

Candidates are the heart of Nextal ATS. This section covers every way to bring people into the system, keep their info clean, communicate with them, and match them to jobs.

All 13 features

Candidate list & search Browse, search, filter and sort every candidate.
Create a candidate Add a single candidate with identity, contact and resume info.
Bulk import Import a spreadsheet of candidates with column mapping.
Merge duplicates Combine two duplicate candidates into one.
Candidate profile View and edit a candidate’s full record.
Files & resume Upload, tag and manage candidate documents.
Emails Send emails and see the full history with a candidate.
Text messages Text candidates with templates or free-form SMS.
Reference requests Ask for references and collect their feedback.
Applications tab See which jobs a candidate has applied to.
Comments Leave internal notes that only your team can see.
Surveys & feedback Run surveys and gather interview feedback.
Scheduled tasks Keep follow-up reminders on a candidate.

The typical recruiter journey

Most teams work the candidate side in roughly this order:

  1. Get people in

    Either add candidates one at a time with Create a candidate, or pull in a whole spreadsheet with Bulk import.

  2. Keep the data clean

    If the same person shows up twice, merge the duplicates. Use comments to leave context for teammates.

  3. Get to know them

    Open the candidate profile, upload or review their resume, and use reference requests or candidate surveys to fill in the gaps.

  4. Start the conversation

    Reach out by email or text message using templates.

  5. Line them up to a role

    Create an application from the Applications tab on the candidate profile — pick the job and the candidate enters its kanban.

  6. Loop in your client

    Use the Share action on the candidate list (row menu or bulk-action bar) to forward the candidate to a client contact along with their resume.

Two concepts worth knowing

Candidate vs. application. A candidate is the person — one record per human. An application is that person attached to a specific job, moving through its pipeline. One candidate can have many applications at once.

Who can do what. Every feature in Nextal ATS respects the permissions on your role. Recruiters and hiring managers generally have full candidate access; viewers can read but not edit; clients never see internal comments or teammate-only tabs.