Candidate Profile

A complete overview of the Candidate profile

Jason avatar
Written by Jason
Updated this week

What is in the Candidate Profile? 🤔

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7. SMS

📂 Additional information:

  • Candidate Profile Executive Brief HERE

  • Creating a Formatted Resume HERE

  • Custom Status for Candidates HERE

  • Color Coding for Brands HERE

  • Creating Custom Fields for Candidate Profiles HERE

1. Candidate Profile Overview

Pipeline

  • In the Candidate Pipeline, you can see the possible stages your candidate is in various applications.

  • You can check if you spec’ed/floated your candidate and even have a visual representation of the tasks involving your candidate.

This image showing the Pipeline in  Candidate Profile Overview

Candidate Profile Header

Many key details can be found here, including the candidate's name, current address, contact details, time since last activity, last activity date, Reg, date, whether they have an original CV uploaded, brand of the candidate, current status, no of job and candidate owner.

This image showing the Candidate Profile Header
  • In the top left are key details, including the candidate's name, current address, whether they have an original CV uploaded, and Reg. date.

  • In the top right, you will see the posting Status, which brand the candidate is associated with, Job List, and relevant social media links if uploaded.

  • The middle will contain the candidate's email, phone number, time since the last activity, last activity date, no of job, and Candidate owner.

This gif showing the content 'In the top left are key details, including the candidate's name, current address, whether they have an original CV uploaded, and Reg. date.  In the top right, you will see the posting Status, which brand the candidate is associated with, Job List, and relevant social media links if uploaded.  The middle will contain the candidate's email, phone number, time since the last activity, last activity date, no of job, and Candidate owner.'

Note: You can add multiple Candidate owners in a Candidate profile, but please ensure that the combined Percentage of ownership does not exceed 100%.

this image comes with Note: You can add multiple Candidate owners in a Candidate profile, but please ensure that the combined Percentage of ownership does not exceed 100%.

💡 PRO TIP: You can access their social media profiles in the upper right-hand corner! If the symbol is gray you only need to manually enter their personal links.

this gif showing the 💡 PRO TIP: You can access their social media profiles in the upper right-hand corner! If the symbol is gray you only need to manually enter their personal links.

Candidate Actions

Check the upper right-hand corner to find many quick actions you can apply to your candidate.

this gif showing what you can see Candidate Actions

Talent pools: In this section, you can add the candidate to existing talent pools or see the Pools they are currently a part of.

this image showing Talent pools: In this section, you can add the candidate to existing talent pools or see the Pools they are currently a part of.

Candidate Brief: Here you can type key details about the candidate, which you have the option to include in the LiveList.

this image showing Candidate Brief: Here you can type key details about the candidate, which you have the option to include in the LiveList.

2. Summary

The summary tab is fully customizable by your administrators in the Field Configuration section of Settings. To learn how to customize it, click HERE. By default, it will display:

this gif showing the what is in the Summary tab, The summary tab is fully customizable by your administrators in the Field Configuration section of Settings. To learn how to customize it, click HERE. By default, it will display:

💡 PRO TIP: Has your candidate recently switched to a different company and you'd like to see this inside the system?

  • From the candidate’s profile summary, we have a work history section. You might have configured this in a different way, but usually, this is found in the Summary tab from inside the candidate’s profile.

this gif showing the 💡 PRO TIP: Has your candidate recently switched to a different company and you'd like to see this inside the system?   From the candidate’s profile summary, we have a work history section. You might have configured this in a different way, but usually, this is found in the Summary tab from inside the candidate’s profile.

👉 From the candidate’s work history section, simply update the new employer.

🔥IMPORTANT: Don’t forget to tick the box beside the field that is labeled “Current Employer” to reflect this.

3. Onboarding

Here you can choose the country that your candidate is located in, and see the relevant onboarding fields for that location. Learn how to configure this HERE

  • Check/set the document checks for the candidate.

  • Billing Options - allow you to generate Self-Bill Invoices on behalf of the Candidate Company.

this gif showing the Onboarding, Here you can choose the country that your candidate is located in, and see the relevant onboarding fields for that location. Learn how to configure this HERE   Check/set the document checks for the candidate.  Billing Options -  allow you to generate Self-Bill Invoices on behalf of the Candidate Company.

4. Work Aspirations

Here you can enter all of the candidate's desired information including location, industry, and functional expertise. Maybe your candidate wants to work in a new country/location! You can enter that information here!

This gif showing what you can see in Work Aspirations  Here you can enter all of the candidate's desired information including location, industry, and functional expertise. Maybe your candidate wants to work in a new country/location! You can enter that information here!

5. Activities

Curious about this candidate's recent activities?

👉 Check out their profile here to view all meetings, comments, and actions taken. You'll see precisely which team member made each update and when it occurred.

this image showing the Activities in Candidate profile

6. Emails

As long as your email account is connected (see HERE for information on how to do this) any email correspondence you have had with the candidate will show in this tab, including the sent date, time, the content of the email, attachments, and which consultant sent the email.

this image showing the emails section in candidate profile with content 'As long as your email account is connected (see HERE for information on how to do this) any email correspondence you have had with the candidate will show in this tab, including the sent date, time, the content of the email, attachments, and which consultant sent the email.'

7. SMS

This section will involve any SMS correspondence between your company and the candidate. If you’re interested in utilizing our SMS feature see the help center on how to set up a Twilio account (Twillio is a third-party app and requires a separate subscription).

👉 For more information on Twilio click HERE

8. Files

Here you will see any files related to this candidate, including documents that have been uploaded by consultants, formatted resumes, and timesheets (if you are using Pay&Bill).

this image showing the files section in candidate profile

9. Applications

This is broken down into Jobs, Offers/Placed, Timesheets, and Invoices.

  • Jobs: View the jobs the candidate is an active candidate for

  • Offers/Placed: Applications where the candidate is at the Offered or Placed status

  • Timesheets: Any timesheets associated with that candidate

  • Invoices: Any invoices relating to that candidate

this image showing the Applications  This is broken down into Jobs, Offers/Placed, Timesheets, and Invoices.  Jobs: View the jobs the candidate is an active candidate for  Offers/Placed:  Applications where the candidate is at the Offered or Placed status  Timesheets: Any timesheets associated with that candidate  Invoices:  Any invoices relating to that candidate

10. Availability

This is where you can see the availability calendar of the candidate, which can either be requested from the candidate or completed by the recruiter through email.

👉 For more detail about it - click HERE

this image showing the Avalibility section This is where you can see the availability calendar of the candidate, which can either be requested from the candidate or completed by the recruiter through email.

11. Integrations

When you integrate with these companies, such as RECII, ROBORECRUITER, ONBOARDED, SOURCEBREAKER, DAXTRA STYLER, REFEROO, ICETRAK, RSIGN, and others 👉 They will be visible within this candidate section.

📋 Note: Only integrations you connected will appear in this section


Happy Recruitment #TheVinnyWay🤩

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