Candidate Panel: Overview

Candidate Panel: Overview
The Candidate Panel allows you to review all the details of a particular Candidate and allows you to edit the status, color category & visibility option. The Overview tab basically provides an overview of the Candidate's position, education, compensation, location and contact information.

Below is a breakdown of what you will see within the Candidate Panel. 

Resume Viewer
Read more on the resume viewer here

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.

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.

Other information available in the Overview tab includes relevant links, the candidate biography, no relocation and do not contact preferences. 

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