How to Parse CVs onto Invenias: Step-by-Step Guide

Learn how to parse CVs on Invenias using the Outlook plug-in. Follow this step-by-step guide to update candidate records, add work history, and manage CV information efficiently.

October 21, 2025 By Kerry Statham

In this guide, we'll learn how to upload CVs to Invenias using the Outlook plug-in. This process helps you quickly add or update candidate records when you receive CVs by email.

We'll cover how to review and edit candidate details, add missing work history, and ensure the information is accurate before saving. This guide will also show you how to code candidates for industry and job function.

Let's get started

We will look at how to parse CVs on Invenias. There are several ways to do this. One of the easiest ways to do this is through Outlook if someone emails you their CV. Go to the Invenias plug-in and press parse CV.

Step #1: Click on "Parse CV — Click on "Parse CV

A new window will open in your browser. Invenias will automatically check if the candidate is already in the system. It allows you to update an existing record. You just need to check that the suggestions are for the candidate you want to parse.

On the first page, you need to ensure that you select candidate.

Step #2: Click on "Candidate" — Click on "Candidate"

and that you make this the default CV or resume.

You also need to do this when updating a candidate to ensure that we are able to easily see that this is the most recent CV.

Step #4: Click on "Next" — Click on "Next"

The pane on the right is the information on the CV that Invenias has reviewed. In this example, Invenias hasn't pulled the complete work history, so we'll need to add the missing roles. It suggested Lloyds Banking Group as the employer, which is correct. There are two ways to confirm that.

Step #5: Click here - this will open a new window and you can select or search for the company that you want. — Click here - this will open a new window and you can select or search for the company that you want.

Step #6: Select the company. — Select the company.

You can also click the box itself to reveal a dropdown of options.

Step #9: Click here and select the company. — Click here and select the company.

Next, add the additional career history if required.

Step #10: Click on "+ ADD POSITION" — Click on "+ ADD POSITION"

We add the position at Lloyds Banking Group.

Step #12: Select the company. — Select the company.

Add the job title, then the dates of employment.

Step #15: This green tick indicates this is the candidate's default position, their current role. Check this is correct. — This green tick indicates this is the candidate's default position, their current role. Check this is correct.

This is correct in this case. You can change this by clicking on a position and selecting "Make Default Position."

You can also remove positions. If someone has included voluntary work or board positions that you don't want to show in the career history, you can remove them.

Step #16: Click on "Next" — Click on "Next"

The education section appears. It works the same as the company options, either click the magnifying glass or into the box itself to confirm or search for the place of study you are looking for.

Step #20: Click into the box. — Click into the box.

Step #21: Select from the dropdown. — Select from the dropdown.

The subject was not included in their university degree.

We will manually enter that.

Click Next.

Step #23: Click on "Next" — Click on "Next"

Now we need to code the candidate with their industry specialism.

Step #25: Either manually type into the box to see dropdown options, or click the magnifying glass to see all of the options. — Either manually type into the box to see dropdown options, or click the magnifying glass to see all of the options.

Then code them for their job function.

Again, you can manually type into the box or you can also open the full list of jobs and functions and search through it.

Step #28: You can also manually type into the box to see the drop down options. Click here — You can also manually type into the box to see the drop down options. Click here

You can include as many or as few as are relevant to the candidate. Now, press Next.

Step #30: Click on "Next" — Click on "Next"

They are now parsed onto Invenias.