Recruiter Sourcing Guide
A practical walkthrough of how to find candidates, build shortlists, manage your pipeline, and close roles faster using EmployForm.
How recruiter accounts work
Recruiter accounts on EmployForm are independent from any single organization. You maintain your own profile and candidate relationships, and you can be associated with one or more organizations simultaneously. This means your sourcing history and shortlists follow you across engagements.
Your recruiter dashboard at a glance
Check these five KPIs at the start of every work session to see where attention is needed.
Percentage of your unlock requests that candidates accept — a quality signal
Candidates currently in an active pipeline stage across all your open roles
Number of candidates with recent activity (no stalls or blockers)
Candidates with no movement for 7+ days — need follow-up or stage action
Open requisitions that have no candidates sourced yet — your gap list
Connect to an organization
From your dashboard, use the organization selector to switch between organizations you are associated with. To add a new organization, click Add Organization and enter the organization invite code or request access. An organization admin must approve your access before you can source for their roles.
Review open requisitions
Click the Requisitions tab on your dashboard to see all open roles for your current organization. Each requisition shows:
- Experience level required and number of key skills needed
- Location and remote/hybrid/on-site preference
- Current pipeline depth — how many candidates are at each stage
- Whether the posting is public or private
The Requisitions tab shows every role assigned to you, with summary counts and a direct link to start sourcing.
Find candidates
Click Source Candidates on any requisition to enter the Discovery search filtered to that role requirements. Filter by:
- Skills and proficiency — skill match strength against the role required skill set
- Location and work preference — city, region, country, remote-only or on-site
- Experience level — years of experience or seniority level
- Verification status — confirmed identity and credentials
Names and contact details unlock only after the candidate accepts your request.
Shortlists persist between sessions so you can compare candidates over time.
Halfway through — ready to get started?
Send unlock requests
When a candidate anonymous profile looks like a strong fit, click Add to Pipeline or Express Interest to trigger an unlock request.
Your unlock request approval rate is visible to organizations. Mass-blasting requests drives your approval rate down. Target candidates who genuinely fit the role.
Move candidates through the pipeline
Access the Pipeline view to see all active candidates organized by stage:
Each stage transition notifies the candidate automatically. You can add notes and set reminders at any stage.
Build and share shortlists
Use Shortlisting Tools to build curated shortlists per requisition, shareable with organization admins and hiring managers.
The Stalled Candidates metric flags anyone with no pipeline movement in 7+ days. Re-engage promptly or they disengage entirely.
Ready to source smarter?
Join EmployForm and start finding verified, engaged candidates for every role on your desk.