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 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 Main-Panel Area. 

Document Viewer
Read more on the Document 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.

Location
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.

Other information available in the Overview tab includes relevant interactive links, the candidate biography, and no relocation and do not contact preferences that can be toggled ON/OFF inside of the panel. 

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.

Self Identification (Candidate Log In)
Self Identification is used as a Custom Field that a candidate can approve or deny permissions for the Firm to have access to.

Location Preferences
This location card will reflect the willingness of a candidate to Work Remotely or Relocate.

Compensation
In the candidate record you can see the compensation of a candidates past job positions.

Desired Compensation
This card will reflect the candidates Desired Compensation.

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.

Interests Selection (Candidate Log In)
Interests Selection is used as a Custom Field that a candidate can approve or deny permissions for the Firm to have access to.

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.

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.

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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