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Archiving and Deleting Candidates
Archiving and Deleting Candidates

Learn how to archive or delete candidate(s)

Jason avatar
Written by Jason
Updated over 3 months ago

Managing candidate profiles effectively is crucial for maintaining an organized and efficient recruitment process. Vincere provides a robust system for archiving and deleting candidate profiles, ensuring you can manage your data securely and efficiently.

⭕ How to Delete a Candidate in Vincere

To delete a candidate profile from Vincere, you need the correct permissions to archive a candidate. Once archived, a system administrator (Super User) must complete the deletion process from the Archive list.

📌 Enabling and Disabling User Permission for Archiving Candidates

If you are a Super User and wish to enable or disable user permission for archiving candidates, follow these steps:

  1. Navigate to Settings:

    • Go to Settings > User Configuration.

  2. Find the User:

    • Locate the user you wish to grant permission to and click on their profile.

  3. Access Permissions:

    • Go to the Permission tab.

  4. Adjust Archiving Permissions:

    • Scroll down to the ATS section in the Candidate field.

    • Tick the box for Archived Candidate.

  5. Save Changes:

    • Once done, click on Save.

🔐 Ensuring Data Security

To ensure you do not lose valuable data, Vincere uses a two-stage process for deleting candidates. Only Super Users (Administrators) can permanently delete candidates from the system, while all users can archive candidates to remove them from their view.

📌 Step-by-Step Guide to Archiving and Deleting Candidates

Step 1: Archiving Candidates

  1. Select Candidate(s):

    • Choose the candidate(s) you want to delete.

  2. Archive Candidates:

    • Go to Actions > Archive.

    • Provide a reason for archiving.

The candidate(s) will now be removed from the user's view and placed in the 'Archived Candidates' folder.

  1. Adjust Filters:

    • To show or hide archived candidates, adjust your filters accordingly.

  2. Undo Archive:

    • If you need to bring the candidate back to the candidate table/list, please tick on the candidate in the Archived List > click on Actions > Undo Archive (ensure your filter is adjusted to see them in the table view).

Step 2: Permanently Deleting Candidates

  1. Super User Access:

    • Super Users need to go to Settings > Admin Settings.

  2. View Archived Candidates:

    • In the General Settings tab, click on View Archived Candidates.

  3. Permanently Delete Candidates:

    • Super Users can select any candidates they want to delete permanently and click Delete.

This action will permanently remove all selected candidate data from the system.

📝 Summary

By following these steps, you can efficiently manage your candidate profiles, ensuring data security and maintaining an organized recruitment process. Whether you're archiving candidates temporarily or permanently deleting them, Vincere's system provides the flexibility and control you need.


Happy Recruitment #TheVinnyWay🤩

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