Candidate Profile Guide

Purpose

Use the Candidate Profile to view, update, and manage all information related to a candidate throughout the recruitment process. This page centralizes personal information, interviews, job applications, scorecards, communications, tasks, and hiring history.

Before You Start

• You must have access to the candidate record.
• Some actions may be restricted depending on your access profile.
• Certain sections become available only after the candidate progresses through the hiring process.
• The Summary tab is only populated after the candidate reaches the Approved status.

Steps

View Candidate Information

1. Go to Candidates > All Candidates or My Candidates.
2. Open the desired candidate.
3. Review the information available in the Profiletab:
   • Contact information
   • Location
   • Resume
   • Professional profile links
   • Source information
   • Salary expectations
   • Visa information
   • Skills
   • Work experience
   • Certifications
   • Education
   • Languages

Update Candidate Details

1. Open the candidate profile.
2. Navigate to the appropriate section.
3. Click the + button or available action.
4. Add or update the information.
5. Save the changes.

Available sections include:

• Desired Salary
• Visa Information
• Skills
• Work Experience
• Certifications
• Education
• Languages

Manage Candidate Activities

Use the Quick Actions menu to perform common recruitment activities:

• Schedule Interview
• Create Scorecard
• Send Email
• Associate to Job Opening
• Create Task
• Add to a Candidate Group
• Start a Background Check

Review Candidate Progress

Use the tabs at the top of the profile to track candidate activity:

Associate a Candidate to a Job Opening

1. Open the candidate profile.
2. Click Quick Actions.
3. Select Associate to Job Opening.
4. Choose the desired job opening.
5. Confirm the association.

The candidate will become available in the selected hiring pipeline.

Schedule an Interview

1. Open the candidate profile.
2. Click Quick Actions.
3. Select Schedule Interview.
4. Complete the interview details.
5. Save the interview.

The interview will be available in the Interviews tab.

Create a Scorecard

1. Open the candidate profile.
2. Click Quick Actions.
3. Select Create Scorecard.
4. Complete the evaluation form.
5. Save the scorecard.

Scorecards are stored in the Score Cards tab.

Important Rules

• Candidate records are shared across the recruitment process.
• A candidate can be associated with multiple job openings.
• Profile updates are immediately reflected throughout the system.
• The Summary tab remains empty until the candidate reaches the Approved stage.
• Candidate history is automatically tracked and cannot be manually edited.
• Some Quick Actions may not be available depending on permissions and candidate status.

Common Issues

Issue: Candidate information cannot be edited

Likely cause: Your access profile does not have permission to modify candidate data.

How to solve: Contact your administrator or Team Leader to verify your access permissions.

Issue: Summary tab is empty

Likely cause: The candidate has not yet reached the Approved stage.

How to solve: Continue the recruitment process. The Summary section is automatically populated after approval.

Issue: Unable to associate candidate to a job opening

Likely cause: No available job opening matches your permissions or assignment.

How to solve: Verify access to the job opening or contact the Hiring Manager responsible for the position.

Issue: Quick Actions menu does not display all options

Likely cause: Certain actions are restricted by profile permissions or candidate status.

How to solve: Verify your access level and confirm that the candidate is in a valid stage for the requested action.

Issue: Resume is missing from the profile

Likely cause: No resume was uploaded during candidate creation.

How to solve: Open the Profile tab and upload the candidate's resume using the available file upload option.