Ideal Candidates Table View Template for Administrator

Click on the link ⏬ to skip to the section you're interested in:

About This Template
Recommended Columns in the Candidates Table View
Set up Template with Smart Views

About This Template

The Ideal Candidates Table View Template is designed to help administrators streamline recruitment operations, enhance efficiency, and improve candidate management. By using this structured view, administrators can ensure better organization, faster decision-making, and compliance tracking.

⭕ Recommended Columns in the Candidates Table View

For a streamlined and efficient table view, we suggest including the following columns:

Column	Purpose
View	To quickly see the information of a candidate.
Candidate	Displays the candidate’s full name for immediate identification.
ID	Acts as the unique identifier for each candidate record, ensuring precise tracking.
Photo	Provides a quick visual reference, aiding in rapid recognition of candidates.
Email	Essential for direct communication and follow-ups.
Primary Phone	Provides an immediate way to reach the candidate.

Candidate Owner

Shows which recruiter or team member is responsible, ensuring accountability and follow-up.

How it works	How this Column helps you
Links the candidate record to a specific owner or account manager. Can be changed if responsibility shifts to another team member.	Clarifies who is in charge of each candidate, preventing duplicated efforts. Streamlines communication and handoffs between team members.

Stage (Highest)

Indicates the furthest stage reached in the recruitment pipeline, allowing you to prioritize active candidates.

How it works	How this Column helps you
Updates automatically as the candidate moves through your hiring process. Reflects the highest completed step (e.g., Screening, Interview, Offer).	Quickly identifies top-priority candidates closer to placement. Helps you monitor pipeline progression without opening each candidate’s profile.

Reg. Date

Captures the candidate registration date, useful for tracking candidate journey and profile “age.”

How it works	How this Column helps you
Populates automatically when the candidate is first added to the system. Remains unchanged even if the candidate updates their details later.	Helps you see how long a candidate has been in your database. Assists in prioritizing newer profiles or revisiting older ones for updates.

Last Activity Date

Displays the most recent interaction with the candidate, helping identify engagement levels.

How it works	How this Column helps you
Updates whenever there’s a logged activity (e.g., call, email, status change). May include automated system interactions or manual notes from recruiters.	Quickly spot inactive or “stale” profiles that may need a follow-up. Helps gauge candidate interest and responsiveness based on recent contact.

Consent to Keep

Confirms whether the candidate has approved data retention, aiding in compliance with data protection laws.

How it works	How this Column helps you
Reflects the status of the candidate’s consent (e.g., Granted, Pending). May link to consent forms or timestamps of when consent was obtained.	Ensures you’re handling personal data lawfully. Alerts you to candidates who need updated permissions.

Verified docs

Description
Indicates if candidate documents have been validated, ensuring credibility.

How it works	How this Column helps you
Ties to the system’s document verification process (e.g., ID, certifications). Updates to “Verified” once the recruiter or administrator approves them.	Lets you see at a glance which candidates are fully compliant. Simplifies compliance checks before interview or onboarding stages.

Candidate source

Description
Identifies the origin of the candidate (e.g., referral, job board) for assessing sourcing effectiveness.

How it works	How this Column helps you
Populates based on user input when creating the candidate record. Can be updated if the candidate later reports a different source.	Helps measure ROI on various sourcing channels. Guides future marketing and recruitment strategy based on most effective sources.

Annual salary / Annual salary (Desired)

Description
Offers insight into current and expected compensation for benchmarking and budget alignment.

How it works	How this Column helps you
Pulls the candidate’s reported current salary and desired salary fields. Can be used alongside role budget data to ensure alignment with job offers.	Speeds up compensation discussions by providing baseline figures. Helps gauge if a candidate’s salary expectations fit within company budgets.

Latest CV Added Date

Ensures you’re reviewing the most recent resume, keeping candidate information up to date.

How it works	How this Column helps you
Can be filtered and sorted to show candidates with the newest CV uploads. Pulls data from the “Added Date” of the file marked as Latest CV in a candidate’s profile	Quickly Find the Most Recent CVs Upload a new CV and mark it as the Latest CV in the Candidate profile Sort or filter candidates by most recently uploaded CV to focus on the freshest talent

📌 Important Notes

If a candidate doesn’t have a CV marked as Latest CV, this column may be blank. Use the “Not Null” filter to refine results before sorting.

Additional Columns to Consider

Depending on your specific workflow, you may also include these columns:

Hot: To flag high-priority candidates.
Current Job Title & Current employer: For context about the candidate’s current role and workplace.
Town/City & Country: To easily assess geographic fit and compliance with regional hiring laws.
Talent Pool & Candidate job type: For categorizing and filtering candidates based on skills or industry focus.
Google Maps: If location visualization is important for your recruitment process.
Time since last activity: To quickly identify inactive profiles that may require follow-up.

⭕ Set up Template with Smart Views

With Smart Views, you can save multiple custom table views tailored to your specific needs, putting the right information at your fingertips.

How to create a Smart View?

To create a Smart View, please follow the steps below:

Head to columns and choose the columns you would like to see > Then select the Smart View tab to give it a name e.g.
Default, Contract or Perm, etc, and then click the Save icon and you're good to go:

This gif showing that You can create an unlimited number of Smart Views and seamlessly switch between them, which is ideal for managing various job types simultaneously. Selecting a view as your default means it will appear each time you log in to Vincere. However, you can effortlessly change this by choosing a different view or deselecting your current one to revert to the system default.

👉 You can create unlimited Smart Views and switch between them, which is perfect for managing different job types.

Set a default view to see it each time you log in, but you can easily change it or revert to the system default by selecting a different view or deselecting the current one.

📂 For more details, click on Table View and Smart View Configuration.

⭕ Conclusion

The Ideal Candidates Table View Template helps administrators manage large volumes of candidates efficiently.

By leveraging this template, administrators can focus on strategic hiring, candidate engagement, and overall process optimization, ensuring a smooth and productive recruitment experience. 🚀

Happy Recruitment #TheVincereWay 🤩

Table View and Smart View Configuration

Contact Table View

Job Table View

Candidate Table View

Adding a Custom field column in Table views