The candidate profile details refer to comprehensive information about an individual candidate gathered during the recruitment process. This typically includes their personal information, such as name, contact details, and address, as well as professional information like work experience, education, skills, certifications, and any other relevant details.
The importance of adding and managing a candidate profile can be outlined as follows:
- Detailed candidate profiles enable you to manage and track candidates efficiently throughout the recruitment process. This includes storing contact information, resume/CV, application history, interview feedback, and other relevant data in a centralised location.
- Having comprehensive candidate details allows you to personalise communication with candidates. This includes sending tailored emails, SMS, or scheduling personalised follow-up meetings based on candidate's stage in the recruitment process.
- With access to comprehensive candidate details, you can easily assess candidates' qualifications, skills, experiences, and suitability for specific roles.
- Candidate details are essential for building and managing a talent pipeline of qualified candidates for current and future job openings. You can categorise candidates based on their skills, experiences, and preferences, allowing for targeted outreach and engagement when suitable opportunities arise.
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Maintaining accurate candidate details helps ensure compliance with legal and regulatory requirements. This includes data privacy laws such as GDPR, which mandate proper handling and protection of candidate information.
To navigate to the Candidate Profile Details page, follow these steps:
- Navigate to the main navigation header bar and click on Candidates.
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You can access the list of all candidates, select a candidate from the list, and either click on the three-dot icon to view the summary or directly click on the candidate's name.
- Upon clicking, you will be directed to the Candidate Summary page, showcasing sections such as General Information, Skills, Address, Additional Information, Dependents, Experience, etc., each with an Edit option.
- You can edit the candidate details and click Save.
Candidates - Candidate Summary - Profile Details
Actions to perform on the Candidate Profile Details page:
- Source: Indicates where the candidate originated from, such as form, application form, EOH, Xeople Smart-email, etc.
- Status: Reflects the stage of the candidate in the recruitment process, like Active, New, Screened, Interviewed, or Hired. This can be updated by clicking the status drop-down to select any status or from the General Information tab.
Information: Upon clicking, a list of all statuses sourced from the master data will be displayed.
Note: Set candidate Status, Tags, and Folders for candidates created via various sources like Form, Application Form, EOH, Xeople Smart-email, etc., to enhance customisation according to your preferences. To read more on how to set up status for candidates created via various sources, click here: Set Status for candidate(s) created via various sources.
- Tag: Provides labels or identifiers to categorise candidates based on characteristics, skills, or attributes for easy organisation and retrieval.
- Resume Tab: Store the candidate's CV or resume for review and assessment. You can also add, upload, download, or parse resumes while maintaining the version history.
- Assign to Job: Associates the candidate with a specific job opening or vacancy within the organisation.
- Job Details View: See detailed information about the job.
- Edit a job: You can edit a job from here as well.
- Unassign candidate: Remove the candidate from the current job assignment.
- Job Details View: See detailed information about the job.
- Activity: Logs all interactions and engagements with the candidate, including emails, meetings, and notes.
- Mail: Enables communication with candidates via email. Records all emails associated with the specific candidate.
- Notes: Allows you to add or manage notes about the candidate for future reference or collaboration.
- Meeting: Tracks scheduled meetings or interviews with the candidate, including date, time, and location details.
- SMS: The SMS feature lets you quickly send real-time updates, reminders, and notifications to candidates, enhancing communication efficiency and engagement.
- Manage Documents: Provides a repository for storing and managing various documents related to the candidate, such as certificates, cover letter, or assessments, etc.
- Folders: Organise candidates into specific folders.
Actions to perform on the Candidate Profile Details page under the three-dot button:
- Configure Dashboard: Involves setting up the layout and content of the dashboard to display relevant information and metrics about candidate(s).
- Add to Folder: Organise Candidate(s) by mapping them to folders.
- Send SMS: Enables you to communicate with candidates via text messages directly.
- Download Resume: Allows you to download and save the candidate's resume for offline use or further analysis.
- Request GDPR Consent: Provides a mechanism to seek consent from candidates to process their personal data in compliance with GDPR regulations.
- Delete: Permanently removes a candidate's profile and associated data from the system. This option is enabled when candidate is not mapped to any job. If in case the candidate is mapped, you will not be able to delete a candidate.
- Share Personnel to Entire OnHire: Share candidates from Xeople to Entire OnHire as applicants with ease.
Candidate Profile Details - Actions to Perform