The Executive Brief provides a quick and sharp overview of each candidate, allowing you to write easily accessible notes directly in the candidate's profile. You can create multiple briefs, such as exec briefs, internal notes, or interview notes or anything you like!
šļø Key Features of the Executive Brief:
Multiple Briefs: Create more than one brief for different purposes.
Share with Clients: Choose which briefs to share with clients using the LiveList (more on that below).
ā How to Access the Executive Brief
1. ATS/Quick View: Create or edit a candidate's brief, or add multiple briefs by clicking the plus (+) button.
Please refer to the video below for your visual guidance:
2. Candidate Profile: Navigate to the Candidate Brief section to manage your briefs.
Please refer to the video below for your visual guidance:
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You can add unlimited briefs to a candidate's profile. However, when using the LiveList, you can only send one Executive Brief per candidate, choose which one to send.
ā Sharing Executive Briefs via LiveList
When sending a LiveList email to a client, they will receive a summary of each candidateās profile. Clients will only see the Executive Brief you choose to send, by default, they do not have access to any briefs unless you allow it. To include the Executive Brief when sending candidates to a LiveList, follow these steps:
From the candidate actions menu, choose the 'Send' option.
Select the job associated with the candidate and proceed to the next step by clicking 'Next.'
In the subsequent menu, locate the 'Note' column and select the Executive Brief.
Complete the submission, ensuring the Executive Brief is sent along with the candidate in the LiveList.
Note: The Candidate's Brief will be listed under Note section If you find that the Candidate's Brief is not visible under the Note section, verify that the 'Show Executive Brief' setting in Admin Settings is enabled and properly saved. Additionally, ensure that each candidate's profile has a populated Executive Brief if intended to appear.
If you can't see the option showing Executive Brief, please navigate to Settings > Admin Settings > #9. LiveListTM Settings > Enable Show Executive Brief > Click on Save. To ensure the Executive Brief appears in a LiveList email template, configure the email template as follows:
Navigate to the email template configuration settings within the LiveList feature.
In the relevant step of the configuration, select the 'Note' option. This ensures the Executive Brief for the candidate is displayed in the template.
Note: If a candidate does not have an Executive Brief, the field will remain blank.
ā How the Executive Brief is generated in Vincere based on how a candidateās CV is imported
1. Quick Add CV Parsing:
When you use the Quick Add button to parse a CV, the system does not automatically extract and display information in the Executive Brief (Notes section). So you can manually enter the desired overview in the Notes field (Executive Brief).
2. Data Import Feature (Import RƩsumƩs):
If you import CVs using the Data Import feature, the system will extract information from the document, primarily details related to the candidateās experience to populate the Executive Brief.
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3. LinkedIn Parsing via Velocity:
When a candidate is imported via Velocity from LinkedIn, the system pulls the Executive Brief from the candidateās āAboutā section on LinkedIn.
You can review and edit this note before saving the candidateās profile in Vincere, ensuring that the final brief reflects exactly what you want.
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Happy Recruitment #TheVincereWay š