<aside> 💡 This guide walks you though the candidate profile, highlighting where candidate information is stored and the actions you can take.

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Overview

The Candidate Profile is where all information about a candidate is stored. You'll likely use this profile to schedule and email candidates, view candidate information and progress the candidate through the job pipeline.

https://www.loom.com/share/d4608d102d3242cf902a4dfc99570c88

Permissions: Accessing a candidate profile

See the chart below for more information on the permissions needed to view candidate profiles.

Access Role Has Access?
Limited Access ❌
Agency Users ✅*
Elevated Access - External Recruiter (not linked to an agency) ✅*
Elevated Access - Analyst ✅*
Elevated Access - Hiring Team Member ✅*
Elevated Access - Hiring Manager ✅*
Elevated Access - Admin ✅*
Elevated Access - Admin Private ✅*
Organization Admin ✅

*Elevated Access users will have access to these for the roles and departments they have been given the access role for. Agency users will only be able to view the candidate profiles that have their agency listed as the source.

Navigating the candidate profile

https://cdn.zappy.app/4546307771cb6cb2bed32ed09dc40cda.png

This screenshot highlights the key areas of the candidate profile:

  1. Candidate Name: The candidate’s current company and icons leading to social profiles will also be listed under the candidate’s name.
  2. Add Tags: Here you can search for and add tags to the candidate’s profile, making them easier to organize and search for. More on this at Tags.
  3. Views: There are two view options:
    1. Candidate: An overview of the candidate details, including a list of all roles they’ve been considered for and projects they are a part of.
    2. Considered for Jobs: Here you can jump between candidate job considerations to get more information on each consideration, such as the interview progress.
  4. Activities & Progress: View current activities (such as interviews to be scheduled or drafted emails to be sent), along with interview progress, the hiring team and source details of the job consideration.
  5. Summary: View the candidate details, such as their email address, phone number, any custom fields and additional files uploaded.