Once an organization posts a job, applicants start applying for the job post through the job portal. Upon applying, the candidate has to fill in the information required by the hiring manager for the posted vacancy.
The system creates a profile for each applicant based on the data gathered for that applicant.
The following steps need to be followed to create a candidate profile:
Step 1 - Go to Recruitment -> Candidate
Step 2 - To view a Candidate Profile, either
- Click the candidate in the candidate list
- Click on the candidate’s profile picture
Following is an example of a candidate who has applied for the job post of "Customer Success Executive" and got hired by the organization. The information which is required for that particular vacancy is shown below.
Candidate Details
The section below shows the information gathered from the candidate’s application form. There are three sections in the candidate profile.
- Details
- Resume
- Notes
Step 2 - The candidate profile provides a consolidated report of the candidate and the recruitment process: Upon clicking the icon, the user can download the candidate's application form.
Candidate Resume
If the particular candidate’s resume is available, it is shown below once the user clicks the "Resume" section.
The candidate can replace the resume by clicking the "Replace Resume" button.
Candidate Notes
Any notes added to the candidate’s profile can be added separately for each stage of the process. (See the Figure below.)
How to Filter Candidates
Filtering allows you to tell the system to take only certain interviews/tests into account when looking for similar achievers. For instance, one may decide that the results of a phone interview are irrelevant and exclude that event from the comparison.
Step 1 - Click on the filter button located in the top-right corner of the screen.
Step 2 - Upon clicking, the following "Filter Candidates" screen will appear
Step 3 - Use the table below as a guide to fill the above fields. Fill in all the required fields and click on the search button.
Field | Description |
| Search Text | Enter keywords related to candidate's name, email, or phone number |
| Candidate | Filter by a specific candidate name |
| Job Title | Filter candidates by specific job title |
| Job Vacancy | Filter by specific job vacancy |
| Date Applied From | Filter candidates who applied on or after this date |
| Date Applied To | Filter candidates who applied on or before this date |
| Candidate Source | Filter candidates by source (e.g., LinkedIn, Referral, Job Portal) |
| Candidate Consent | Filter based on candidate's consent status (e.g., Given, Not Given, Withdrawn) |
| Active Vacancies Only | Show only candidates applying to currently active job vacancies |
| Show Active Candidates | Display only candidates with active status in the recruitment process |
| Show Candidates With Source | Restrict results to candidates who have a source specified |
| Search Inside Resume | Search for keywords within candidate resumes |
| Show Archived Candidates | Include archived candidates in search results |
| Make Filter Default | Save this filter configuration as your default view |