This article is for administrators.
Overview
This is Step 5 in the process to set up and use Smart Sourcing for Recruiting.
- For all steps, see the Smart Sourcing User Guide
Smart Sourcing analyzes your job description and provides candidate profiles that closely match your description.
This article explains how administrators and Smart Sourcing Managers select a sourcing method for a position.
Select a sourcing method
Smart Sourcing managers can finish the calibration process after they rate 7 profiles using the Qualify and Disqualify reasons. Refer to Calibrate a job profile for more information about the calibration process.
After you rate 7 profiles, a window opens with 3 options.
Choose one of these options to source candidates:
I want AI to automatically source candidates for me
- When you select this option, AI automatically sources candidates that best fit your qualifications.
- Smart Sourcing contacts the candidate pool. Candidates who express interest in the job are automatically added to the ATS as Smart Sourced candidates.
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With this option, you also have the ability to set the Diversity settings.
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This step is optional. It boosts the representation of candidates from different demographics in the talent pool.
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This step is optional. It boosts the representation of candidates from different demographics in the talent pool.
I want to select additional candidates myself
- This option allows you to manually select each candidate you would like Smart Sourcing to contact.
- At the top-right, select Qualified or Disqualified to quickly mark candidates as qualified or unqualified.
- The system automatically reaches out to qualified candidates. The unqualified candidates are not contacted.
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Like the calibration step, the recruiter can qualify or disqualify a candidate by selecting a specific reason.
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At any point, you can select Edit Sourcing Settings to allow AI to select and contact candidates or to contact candidates through ATS.
I want to select and contact candidates myself
- This option allows you to manually select candidates in Paycor Smart Sourcing and contact each candidate through ATS.
- This option is available only when a position is not subject to GDPR or CCPA regulations. You can select a candidate whose profile and contact details will be submitted to the ATS for further communication.
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The Submitted to ATS counter will change to the number of qualified candidates that you have submitted.
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In ATS, the qualified candidates that you submitted are available for the recruiter to customize the outreach email and proceed with the regular sourcing flow.
Note: Candidates will appear under Passive Candidate, as shown below:
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At any point, you can select Edit Sourcing Settings button to allow AI to select candidates or select them yourself. In both cases, the candidates will be reached out to by the system.
If additional suitable candidates cannot be found during the manual selection
- A search screen appears while the system attempts to find additional candidates.
- To direct the system to take over the task of selecting and contacting candidates as soon as they are found, click Select Automatic Smart Sourcing.
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Alternatively, after a few hours, select Calibrate in the ATS to return and see new candidates.
Updated: March 12th, 2026 8 views 0 likes
*This content is for educational purposes only, is not intended to provide specific legal advice, and should not be used as a substitute for the legal advice of a qualified attorney or other professional. The information may not reflect the most current legal developments, may be changed without notice and is not guaranteed to be complete, correct, or up-to-date.