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Candidate Quick View

Easily review and manage candidates without leaving your current screen.

Jason avatar
Written by Jason
Updated over a week ago

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⭕ Overview

Candidate Quick View in Vincere’s Candidate tab gives you instant access to essential candidate details like contact information, application history, and notes—all in one compact view.

🗝️ Key Benefits:

  • Quickly see important candidate details without navigating away.

  • Perform key actions on applications instantly.

  • Save time by managing candidates directly from the Quick View panel.

⭕ Header & Pipeline

🎯 Header

The Header displays key candidate information, including:

  • Name, address, contact details

  • Time since last activity & last activity date

  • Registration date

  • CV status (original CV uploaded or not)

  • Brand, current status, job count, candidate owner

💡 Tip:

You can access a candidate’s social media profiles from the upper-right corner. If an icon is gray, you can manually add the link.

🎯 Pipeline

The Pipeline shows the stages your candidate is in across different applications, including:

  • Spec’ed/Floated status.

  • Visual representation of related tasks.

⭕ Experience

🎯 Active Applications

Displays all applications your candidate is currently involved in.

🎯 Application Actions

From here, you can:

📋 Note: You will see the active applications of your Candidate here; where they are between the Floated to Offered stages, not including placed roles or roles they are rejected from.

📌 Only active applications between Floated and Offered stages are shown (no placed or rejected roles).

🎯 Candidate Brief

Edit notes added by users regarding the candidate.

🎯 Work History

View and edit work history and current employer.

🎯 Education

View the candidate’s education history.

⭕ LinkedIn

View the candidate’s LinkedIn profile (manually added or imported via Velocity).

  • If blank, use Search on LinkedIn to connect their account.

👉 For more information on Velocity, check out our help article Introducing Velocity.

⭕ CV

Displays all uploaded CVs, including:

  • Original uploaded CV.

  • Formatted CVs sent to clients.

⭕ Details

Shows important candidate details like:

  • Talent Pools, owner, source.

  • Industries & expertise.

  • Salary details.

👉 This section is configurable through “Field Configuration” for more information, check out our help article Creating and Editing Custom Fields.

⭕ Brief

View, edit, or create notes with different titles.

⭕ Activities

Shows all meetings, comments, and actions related to the candidate along with who took the action and when.

⭕ Emails

Displays all email correspondence (requires email account connection):

  • Sent date, time, content, attachments, and sender.

⭕ SMS

Lists all SMS correspondence (requires Twilio integration).

⭕ Availability

Displays the candidate’s availability calendar - filled out by the recruiter or requested from the candidate via email.

⭕ Actions

Located in the upper-right corner - quickly apply actions to the candidate.

⭕ Integration

Lists integrated partner tools (e.g., RECII, ROBORECRUITER, SOURCEBREAKER). Only connected integrations appear here.

🤔 FAQs

Q: Can I delete the Talent Pool field from Candidate Quick View?
A: No. Talent Pools, Stage, Met/Not Met, Candidate Owner, and Notice Period are core system fields and cannot be removed.


Happy Recruitment #TheVinnyWay🤩

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