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 their profile as a popup over the list of candidates. 
4. Click the View Full Profile button up the top left to navigate to the profile. 

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
• Add candidate to a Project
• Add to a job: apply the candidate directly to a job in the ATS (only available for supported ATS integrations - Workday, PageUp & Greenhouse).
• Share
• Subscribe / Unsubscribe
• Archive / Unarchive
• Anonymize.

Details

• Personal contact details
• Recent location
• Current employer
• Current job title
• Tags
• Custom Fields
• LinkedIn CRM Connect synch badge.

Reminders

Review or add reminders relating to this candidate.

For information on Reminders, refer to Reminders.

User Triggered Workflows

Review or add user triggered workflows to this candidate.

For information on User Triggered Workflows, refer to: User Triggered Workflows.

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 pinpoints 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.

Skills

Displays a list of skills which have been assigned to the candidate. Skills may be derived via the data contained in the candidate's resumes, and may also have been added to Recruitment Marketing via the integration to your ATS system.

ATS Details

Displays details of the corresponding candidate record in your integrated ATS. The name of the relevant ATS integration is displayed, along with the unique identifier for that candidate within the ATS system. This can be helpful for identifying the candidate correctly within the ATS.

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 of all other tabs listed.

Timeline view will include LifeCycle-Change items. These are updates to the state of the candidate. Candidate states include unknown, known, husk. Candidates records will start as Unknown.  Unknown candidates are anonymous career site visitors who have yet to submit any contact information. A candidate will become known when they complete a CTA and provide their personal details (like email). Husk records are those which have been emptied out when a candidate record is merged. Candidates can be merged in a number of ways.

View Heatmap

The following details what the colours mean in the heatmap:

• Blue/Purple: This is a low activity zone, which means that the candidate's mouse likely moved across that area to get to where the candidate was going.
• Green/Yellow/Orange: This is a low to medium activity zone, which means that the candidate's mouse slows a bit, most likely due to something catching their eye or them getting close to something they want to click on.
• Red: This is a high activity zone, which means that the candidate likely clicked on a link or item at this location on the page.

LinkedIn

This tab will only be shown for customers who have the LinkedIn CRM Connect Integration enabled.

For more information on this integration, refer to LinkedIn CRM Connect.

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.

If the appropriate setting is enabled (see Candidate Files), any documents, of the above listed file types, which are attached to emails received into Recruitment Marketing system from the candidate will automatically be added to that candidate's profile in the Files section.

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, and 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.

InMail (LinkedIn)

This tab will only be shown for customers who have the LinkedIn CRM Connect Integration enabled.

For more information on this integration, refer to LinkedIn CRM Connect.

Activities

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