Recruitment Marketing

Public

Summary

This article provides an overview of the features available on the candidate preview and profile screens.

To access

1. From the side menu, under CRM click Candidates.
   Alternatively from the Home Dashboard, click Candidates.
2. Use the search options to find the relevant candidate or locate them in a list.
3. Click the candidate's name to open a preview of their profile. See below for more information.
4. Click the View Full Profile button to load their profile - the candidate card. See below for more information.

Candidate preview

In the candidate preview pop up, are the following tabs and details:

• Details
  • Summary
  • Links
  • Jobs
  • Latest ATS status
  • Interaction
  • First Touch
  • Last Touch
  • Tags
• Resume
• Note
• SMS
• Email
• Activities
• Sharing

Candidate profile

On the left side of this screen are the following sections and details:

Name

Lists

Click the Lists icon to view static lists available to add / remove the candidate to / from.

Actions

Click the Actions icon to access the following options:

• Edit
• Search on LinkedIn
• Search on Google
• Watch / Unwatch - click to be notified when the candidate visits a page, or not.
• Merge
• Share
• Subscribe / Unsubscribe
• Archive / Unarchive
• Anonymize

Details

• Personal contact details
• Tags
• Custom Fields

Statistics

• Interaction - the system will allocate candidates a score on a scale of 0 (least engaged) to 1 (most engaged). This allows you to quickly and easily identify your most engaged candidates.
• Last Touch
• First Touch

Locations

These are pin points are based on the candidate's IP when interacting with the system. Click the Locations heading to display more details.

Static Lists

This section displays any static lists that the candidate has been added to.

Main section

In the main section of the Candidate profile are the following tabs and details:

Timeline

This tab displays by default with the contents all other tabs listed.

Files

Click this tab to upload and view existing files for the candidate.
Supported file types: DOC, DOCX, GIF, JPG, JPEG, ODT, PDF, PNG, RTF, XML, X-PNG, ZIP.

Consents

Click this tab to view a list of actions the candidate has consented to.

Career

Click this tab to view an employment history for the candidate.

Jobs

Click this tab to view a list of jobs the candidate has viewed; jobs they have begun and completed applications for; jobs suggested for them; and any jobs they have favourited.

Suggested Jobs

If using a skills matcher such as Pocket Recruiter, this tab will display if jobs have been identified for the candidate.

Job Matching uses context free collaborative filtering to identify jobs to recommend to candidates. It works in a similar way to websites that suggest content for their users.
Scenario:
Candidate 1 only looked at Job A and Job B.
Candidate 2 looked at Job A, Job B and Job C.
The system will identify a behavioural recommendation, then suggest Job C to Candidate 1.

Click this tab to view a list of jobs that the candidate has been matched to.

Blogs

Click this tab to view a timeline of blogs the candidate has searched for on a blog post search form. The candidate’s page where the search was initiated, keyword used, results returned and approximate location will be displayed.

Forms

Click this tab to view a list of forms the candidate has submitted.

Workflow

Click this tab to view a list of workflows the candidate has participated in.

Notes

Click this tab to add and view a list of notes the candidate has. These are visible for team members only.

SMS

Click this tab to send and view a list of text messages the candidate has been sent.

Emails

Click this tab to view a list of emails the candidate has been sent, create new messages and reply to existing ones.

Activities

Click this tab to add and view a list of activities recorded with the candidate.