--- title: How to Source, Add, and Review Candidates in Nexus description: Learn how to search for candidates with NexusSourcing in Allsorter Nexus, save them to your candidate pool, add candidates manually, and review, score, and reformat their CVs. --- [Skip to content](https://help-center.allsorter.com/helpcentre/nexus-sourcing#main-content) English Show submenu for translations [More support](https://help-center.allsorter.com/helpcentre/kb-tickets/new) ![Allsorter logo](https://help-center.allsorter.com/hs-fs/hubfs/logo%20png.png?height=50&name=logo%20png.png) - Allsorter Help Centre Open main navigation Close main navigation - Allsorter Help Centre - English Show submenu for translations - [More support](https://help-center.allsorter.com/helpcentre/kb-tickets/new) - [Allsorter Standalone URL](https://members.allsorter.com/public/login) [Allsorter Standalone URL](https://members.allsorter.com/public/login) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Centre](https://help-center.allsorter.com/helpcentre) 2. [Allsorter Nexus](https://help-center.allsorter.com/helpcentre/allsorter-nexus) # How to Source, Add, and Review Candidates in Nexus ## Use NexusSourcing to find candidates, add them to your candidate pool, and review, score, and reformat their resumes/CVs — all from Nexus. Nexus is an AI-assisted workspace for finding and reviewing candidates for a role. From Nexus, you can search for candidates with NexusSourcing, add candidates manually or from your saved candidate database, and open any candidate's resume in the Reformatter to review, score, and reformat it. Nexus is available to all Allsorter accounts. NexusSourcing can be turned on by sending a request to Allsorter's Customer Success team.  This article and the guided walkthrough below describes NexusSourcing: the process of sourcing candidates, adding them to your candidate pool, and reviewing and rating them.   Before you can source or review candidates, the company and job must already exist in Nexus. For steps on creating these, see [**Getting Started with Allsorter Nexus**.](https://help-center.allsorter.com/helpcentre/nexus-intro) [Source Candidates with NexusSourcing](https://help-center.allsorter.com/helpcentre/nexus-sourcing#nexus-source) [Reviewing NexusSourcing Results](https://help-center.allsorter.com/helpcentre/nexus-sourcing#review-nexussourcing) [Viewing Your Candidate Pool](https://help-center.allsorter.com/helpcentre/nexus-sourcing#candidate-pool) [How to Add a Candidate Manually](https://help-center.allsorter.com/helpcentre/nexus-sourcing#add-candidates-manually) [Using the Reformatter in Nexus](https://help-center.allsorter.com/helpcentre/nexus-sourcing#nexus-reformatting) [Add Notes and Rate a Candidate](https://help-center.allsorter.com/helpcentre/nexus-sourcing#notes-and-scorecard) [Frequently Asked Questions](https://help-center.allsorter.com/helpcentre/nexus-sourcing#faq)   ### **How to Source Candidates with NexusSourcing** NexusSourcing searches a large external candidate database using filters such as job title, skills, and experience, and returns a list of matching candidates that you can review and save. 1. On the Nexus screen, select the **+** button next to the message box to open the quick actions menu.*![02-nexus-home](https://help-center.allsorter.com/hs-fs/hubfs/02-nexus-home.png?width=670&height=346&name=02-nexus-home.png)* 2. Under **Tools**, select **NexusSourcing**.*![04-select-nexussourcing](https://help-center.allsorter.com/hs-fs/hubfs/04-select-nexussourcing.png?width=670&height=346&name=04-select-nexussourcing.png)* 3. The **Search NexusSourcing** form opens. Enter your search criteria: - **Job Title** (required) - **Skills** - **Languages** - **Experience (years)** — minimum and maximum - **Education** - **Certification** - **Location** ![05-search-form](https://help-center.allsorter.com/hs-fs/hubfs/05-search-form.png?width=670&height=346&name=05-search-form.png) 4. There are two search modes: - **Broad** — finds candidates with similar job titles and transferable experience or skills, not just exact matches. - **Strict** — looks only for candidates that match the exact parameters you have entered. ![](https://help-center.allsorter.com/hs-fs/hubfs/image-png-Sep-29-2026-03-23-07-8864-PM.png?width=670&height=154&name=image-png-Sep-29-2026-03-23-07-8864-PM.png) 5. If the job already has a job description attached in Nexus, you can select the checkbox to **auto-fill from job description when I open this form**, or select **AI Fill From Job Description** to fill in the search fields based on that job description, so NexusSourcing looks for the best-fit candidates for the role. Review every field this fills in before searching, and adjust anything that is not accurate.![](https://help-center.allsorter.com/hs-fs/hubfs/image-png-Sep-23-2026-03-16-57-5618-PM.png?width=670&height=424&name=image-png-Sep-23-2026-03-16-57-5618-PM.png) 6. Select **Search**. ### **Reviewing NexusSourcing Results** 1. NexusSourcing returns a list of matching candidates, shown as cards with their current job title, location, and a selection of their skills.*![06-search-results](https://help-center.allsorter.com/hs-fs/hubfs/06-search-results.png?width=670&height=346&name=06-search-results.png)* 2. Select the "Preview candidate details" button to expand a quick summary of their experience, education, and certifications, without leaving the results list.![Preview contact details](https://help-center.allsorter.com/hs-fs/hubfs/Preview%20contact%20details.png?width=670&height=382&name=Preview%20contact%20details.png) 3. Each candidate card includes the following actions: - **Preview candidate details** — expands the quick summary described above. - **Get contact details** — reveals the candidate's contact information. - **Save candidate** — adds the candidate to your candidate pool for this job. *![Get contact details](https://help-center.allsorter.com/hs-fs/hubfs/Get%20contact%20details.png?width=670&height=382&name=Get%20contact%20details.png)* 4. Select **Save candidate** to add the candidate to your candidate pool. This saves the candidate as a new entry in the candidate pool, along with their full CV details, including their experience history, education and certification history, location, and skills.![](https://help-center.allsorter.com/hs-fs/hubfs/image-png-Sep-29-2026-03-26-26-2676-PM.png?width=670&height=202&name=image-png-Sep-29-2026-03-26-26-2676-PM.png) 5. You can also **enrich** a candidate's profile from within their record using NexusSourcing. Enriching a candidate sources their contact details and consumes credits. See the note on credits at the end of this article. **Note:** Saved candidates are scoped to the job you are working in. They are shared across every chat in that job and are not lost when you start a new chat. ### **Viewing Your Candidate Pool** 1. Select the **Candidates** button in the top right of the screen to open your list of saved candidates for this job. The number on the button shows how many candidates are currently saved.![](https://help-center.allsorter.com/hs-fs/hubfs/image-png-Sep-29-2026-03-27-47-6408-PM.png?width=670&height=238&name=image-png-Sep-29-2026-03-27-47-6408-PM.png) 2. The **Candidates** panel lists every candidate saved to this job, along with a status for each (for example, **New**). You can filter the list by status, or search by name. ### **How to Add a Candidate Manually** In addition to NexusSourcing, you can add candidates to your candidate pool directly. 1. From the **Candidates** panel, select **+ Add candidate**. 2. Choose how you want to add the candidate: - **Upload** — add a resume/CV from your device. - **NexusSourcing** — search millions of candidates (as described above). - **Nexus Database** — add a candidate from your organization's previously saved candidate pool. *![](https://help-center.allsorter.com/hs-fs/hubfs/image-png-Sep-29-2026-03-28-04-6520-PM.png?width=670&height=362&name=image-png-Sep-29-2026-03-28-04-6520-PM.png)*   ### **How to Review a Candidate's Resume in the Reformatter** Once a candidate has been added to your candidate pool, you can open their resume in the Reformatter to review, score, and reformat it. 1. From the **Candidates** panel, select a candidate's name to open their profile.*![](https://help-center.allsorter.com/hs-fs/hubfs/image-png-Sep-29-2026-03-28-36-8093-PM.png?width=670&height=527&name=image-png-Sep-29-2026-03-28-36-8093-PM.png)* 2. The candidate's profile opens on the **Resume** tab, alongside two other tabs: **Notes & Scorecard** and **Documents**. A **Compare** toggle above the resume enables the Reformatter's split-screen view, so you can see the original resume/CV and the formatted version side by side.![](https://help-center.allsorter.com/hs-fs/hubfs/image-png-Sep-29-2026-03-29-13-1900-PM.png?width=670&height=419&name=image-png-Sep-29-2026-03-29-13-1900-PM.png) 3. With *Compare* switched on, the left side shows the extraction from the original resume/CV (with tabs for **Extraction Analysis** and **Original Resume**), and the right side shows the formatted resume/CV, organized into sections such as Education and Certifications, using the template currently selected in the top right.![15-extraction-analysis](https://help-center.allsorter.com/hs-fs/hubfs/15-extraction-analysis.png?width=670&height=346&name=15-extraction-analysis.png) 4. When you are ready, select **Import Document** to bring in a different source document, or **Export** to export the formatted resume/CV to your computer or save it to Nexus so that you can continue working with the candidate there.*![14-reformatter-export](https://help-center.allsorter.com/hs-fs/hubfs/14-reformatter-export.png?width=670&height=346&name=14-reformatter-export.png)*   ### **How to Add Notes and Rate a Candidate** 1. From the candidate's profile, select the **Notes & Scorecard** tab.![](https://help-center.allsorter.com/hs-fs/hubfs/image-png-Sep-29-2026-03-31-06-5979-PM.png?width=670&height=320&name=image-png-Sep-29-2026-03-31-06-5979-PM.png) 2. This tab has two sub-tabs: - **Notes** — a free text field for adding your own notes about the candidate. - **Scorecard** — a structured rating for the candidate. 3. Select **Scorecard**, then select the star rating that applies for each category: - Communication - Technical Skills - Culture Fit - Problem Solving - Overall Rating![](https://help-center.allsorter.com/hs-fs/hubfs/image-png-Sep-29-2026-03-30-27-4346-PM.png?width=670&height=703&name=image-png-Sep-29-2026-03-30-27-4346-PM.png) Each category is rated out of 5 stars. The **Average Score** at the top of the tab updates automatically as you rate each category. 4. Below the star ratings, set a **Recommendation** for the candidate (shown as **Pending** by default). - Pending - Strong Yes - Yes - Maybe - No 5. A **Rating Guide** is shown further down the page to help you apply ratings consistently: - 5 — Excellent / Strong - 4 — Very Good / Solid - 3 — Good / Acceptable - 2 — Fair / Needs Improvement - 1 — Poor / Weak ### **What Happens Next** Once you have sourced, reviewed, and rated your candidates, your shortlist for the job is ready. ### **Frequently Asked Questions** **Are candidates I save shared with other users on my account, or only visible to me?** Saved candidates are shared across the organization, unless your account settings prevent cross-user access. **Can I edit a candidate's formatted resume/CV after reviewing it?** Absolutely. Edit the document as many times as you want until you are satisfied. **Does using NexusSourcing or Enrich cost anything?** Yes. Using NexusSourcing to search for and save candidates, and using Enrich to source a candidate's contact details, consumes Nexus credits. 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