Candidate Panel: Header
Below is a brief overview of the Candidate Panel headers found within the New Grid View. View or edit the Candidate status, visibility, email, phone, full profile link & more.
Click "Projects" in the main menu.
You will be directed to the Projects page. Click on a Project. You can also use the Quick Search in the upper right corner for faster access.
A submenu will open and the Candidates area will be visible. Click "Grid View" to open a list of all Candidates.
Click on the Candidate's name and a pop-up window will appear that will feature a panel of all Candidate information.
- Expand Candidate Panel
- Status and Visibility
- Edit Status & Assigned Color
- Email, Phone, LinkedIn, Note & Task
- Share Options
Expand Candidate Panel
Clicking on the blue arrow at the end of the displayed work history will navigate you to the Position Card in the panel.
Clicking on the hyperlinked Company Name will navigate you to the Companies page to view the selected company profile.
Clicking on the blue arrow at the end of the contact details will navigate you to the Contact Information card in the person panel.
Status and Visibility
View or edit the Candidate status as well as switch the visibility toggle to on or off.
Edit Status & Assigned Color
Email, Phone, LinkedIn, Note & Task
Send an email, call the candidate, view the candidate's LinkedIn profile or add a Task or Note all within the People Panel Header. All Email icons across the application will look for your default mail client or a web browser for composition. You can update your default settings in your user settings in the User Profile. Read more here.
Note: Hover your cursor over the icon to see the name description of each.
Add A Note
Add A Task
Generate Candidate Report
An email with a link to download the report will be sent to you.
Click on the copy button to share the record's link with your team and client with ease.