All About Candidate Quick View in Vincere 🤩

Quick View in the Candidate tab gives you instant access to key candidate details like contact info, status, application history, and notes.

👉 It's a time-saving way to review and manage candidates without leaving your current screen.

Many key details can be found here in the Header in Candidate Quick View, 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.

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

A list of all the Applications the candidate is involved in.

You can perform actions on your Candidate’s applications straight from their Quick View. For each application, you can rate your Candidate out of 5 stars based on the desired competencies and skills for that role (read more about that HERE),

📌 Progress your Candidate through to the next stage of the application, or reject your Candidate.

You can edit the notes added by the user regarding the candidate here.

The candidate's work history as well as current employer, which can be edited here

Education history of the candidate.

In this section, you can have a view of the candidate's LinkedIn profile if you add it manually or if the candidate was added from LinkedIn using Velocity. If you don't see anything in this section, just select “search on LinkedIn” to incorporate the candidate's account.

👉 For more information on Velocity, please click HERE.

In this section, you can see the available CV’s uploaded to their profile. The original CV you uploaded and any formatted versions you have used to send to clients will be included here.

This section will include any important details about the client such as what Talent Pools they are involved in, the candidate's owner, source, industries, expertise, and salary.

👉 This section is configurable through “Field Configuration” for more information click HERE

In the Brief section of the candidate quick view you can see any notes associated with the candidate as well as edit existing notes or create a new note with a different title.

In the activities tab of Candidate quick view, you can review all meetings, comments, and actions taken regarding the candidate. This overview provides clarity on who within your company took the action and when it occurred.

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 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

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 details you can read all about this HERE

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

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.