How to start a collection manually for a candidate
Add a contact to a collection with Add contacts, manually or from a file, or start it from the interview outcome.
Updated on Oct 12, 2026
You can start a collection for a single candidate even without automatic activation.
Where to find it: Pre-onboarding → Collections → open the collection → Add contacts
Steps
- Go to Pre-onboarding → Collections.
- Open the collection you want to use.
- Click Add contacts in the top right.
- Choose to create a contact manually (Add new contact).
- Enter the candidate's name and phone number.
- Confirm.
You'll see the message Contact added to the collection: the collection will start shortly.
Adding many contacts from a file
From Add contacts you can also import a file. Before importing, you confirm that the contacts expect to hear from your company. You can upload a CSV or XLS file. Large files can take a while to import.
Started by the hiring manager
If your company has the Pre-boarding module, the hiring manager can choose which collection to start when they give the interview outcome: in the Interview outcomes panel, under Select outcome, they'll find Select collection.
Good to know
- The candidate receives the first WhatsApp message: the form or the contract, depending on the objective.
- The candidate appears in the Participants tab, with status Form sent or waiting for the contract.
- A conversation dedicated to the collection opens in Inbox.
Common issues
The candidate didn't receive the message. Check that the number is correct and includes the international prefix. Check that the collection is Active and not Paused.
Related articles
- What a Contract is and where to find the signed contractThe PDF that the candidate and the HR manager sign digitally through the e-signature provider; where to see the signed contract.
- What a Form is and how the candidate fills it inThe form the candidate receives on WhatsApp to send the data needed for the contract. What they see and what happens after they submit it.
- What a document Collection isThe pre-onboarding flow that sends the candidate a form, a contract to sign, or both via WhatsApp.
- How to create a ContractUpload the PDF, write the sending message, assign fields and signatures; the candidate form is created automatically.
- How to create a FormCreate an onboarding form: sending message, fields linked to the contract and additional fields.
- How to create a document CollectionCreate a new collection in four steps: information, objectives, resources (form and contract) and activation.
- How to track participants in a collection's detailsThe Participants tab of a collection: candidate statuses (form sent, waiting for approval, offer signed…), filters and actions.
- How the candidate signs the contractWhat the candidate sees: WhatsApp message with link, 2FA check if required, digital signature and confirmation.