Candidate Panel: Overview

The Candidate Panel allows you to review all the details of a particular candidate and allows you to edit the data with ease. The Main Panel Area provides an overview of the candidate's position, education, compensation, location, project details and contact information. 

Below is a breakdown of what you will see within the Candidate's Main-Panel Area, including the Header. More details regarding the header is here

Documents

Read more on the Document viewer here
Choosing the Document type will provide an option to mark the Resume as Preferred or to Parse the Resume. Parsing the Resume will take all of the text inside of the document and place it in the Notes section with a "Resume Text" note type.

Context for the Document can sort if the document should be filed for the:
Person Record, Deal, Project, Company


The Documents card has a client visibility toggle for each document uploaded into the Candidates record.

*Please Note: Documents needs to be turned on in the Admin Tab in order to make documents visible to clients. The support article here will guide you.


Positions & Education

Quickly review a Candidates’ Work History and Education in the Position and Education cards.
To Add a new Position or Education entry on the Candidates’ record click ‘+ Add’ option at the bottom of the Position or Education cards and follow enter the entry data in the Add Form that is displayed.

To commit your changes press save.

To Edit Position or Education entries on the Candidates record follow these simple steps:

  • Hover over the entry you would like to edit, you will see a blue highlight over the entry you can edit.

  • Clicking on the highlighted entry will open the edit form. Update the entry and press save to commit your changes or cancel to abandon them.
  • Clicking Delete will remove the entry from the record.

Locations

The location card details the address of your candidate. You can add location details by clicking on "+Add Address".

Contact Information

The contact card has the email and phone for the Candidate record. These entries are hyperlinked and will activate your default email or phone client on your device.
To Add a new Email or Phone entry on the Candidates’ record click "+ Add" option at the below the Phone or Email records in the Contact card and enter the data in the Add Form that is displayed.    

To commit your changes press save.

To Edit Email or Phone entries on the Candidates record follow these simple steps:

  • Hover over the entry you would like to edit, you will see a blue highlight over the entry you can edit.
  • Click on the highlighted region, outside of the email or phone entry, to open the edit form. Update the entry and press save to commit your changes or cancel to abandon them. 

NOTE: Email and Phone numbers in the Contact card are hyperlinked. If you click directly on the email or phone entry you will open the default email or phone client on your device. Be sure to click next to the entry and not directly on the entry in order to open the edit form.

  • Clicking Delete will remove the entry from the record.

Compensation

In the person record, you can see the compensation of a candidate's past job positions.

This card will reflect the candidates Desired Compensation.

This card will show any website links that are placed into the record. You can add the person's LinkedIn URLs or any websites they are associated with.

Location Preferences

The location preferences displays two toggles ON/OFF to show if the person is willing to  Work Remotely or Willing to Relocate

Biography

The Biography card will detail the Biography that is pulled over by a Third Party or entered by a User.

Candidate in Projects

Users will be able to view and add candidates to a project from the candidate panel.
Once added to a project, the card will display the Ranking for the candidate, assigned Color Category, Date Added, Last Update Date, Status, and Visibility Toggle.

Clicking on the project card will provide a chance to edit the candidate project details. The Recruiter is a dropdown list of all Active Users.

Client on Projects

This Card will reflect all of the Projects that a Client is on. It shows the last date the Client viewed the project as well.
Click on the project title to be navigated inside of the project.

Task

The Task card will allow you to see what Task have been filed under this Person's Record.
Users can also create a new Task to assign to this person.

Preferences

The Preference card details if the candidate is willing to Relocate or if the candidate is in the middle of a process then you can toggle Do Not Contact.

Custom Fields

The Custom Fields card allows you to add single select, multiple select, or text fields to Candidate records. More on the Custom Fields can be found here.

Delete

Users can delete a Person Record at the bottom of the Person Panel. After clicking on "Delete", there will be pop up asking you to enter the word “DELETE” to confirm action. If the Person record is attached to a User is can NOT be deleted.

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