Candidate profiles organize all of an applicant‘s information into a single, scannable view.
You can easily edit candidate details, update their status in your hiring pipeline, review team evaluation scores, and collaborate with hiring team members using tasks and notes.
Name and personal details
Click the pencil icon next to the candidate‘s name to open the Edit personal details window.
You can upload or remove a profile photo, select a General title or Professional title, and update the candidate‘s Full name. Click Save when you‘re done.
Main tabs
Use the main tabs at the top of the profile to access specific candidate data:
Overview: View the candidate’s contact details, profile creation and source details, profile fields, tags, and uploaded CV or cover letter.
Messages: View email conversations between the candidate and your hiring team.
Events: View all past and scheduled interviews or calendar events.
Evaluations: View submitted evaluations, ratings, scorecards, pending evaluation requests, and available AI insights.
Files: View documents uploaded to the candidate’s profile, such as portfolios, assessments, and contracts.
Activity: View a chronological record of actions taken on the candidate’s profile, including team activity and profile updates.
Use the right-hand panel on the candidate profile to manage job stages, view AI summaries, assign tasks, and leave notes.
Contact details
Click the pencil icon next to any field under Contact (email, phone, socials, links) to update details. Click Send message to email the candidate directly.
Profile fields
Profile fields are custom data fields used on candidate profiles to gather specific candidate information, such as salary expectations or notice periods.
You can create a profile field template to standardize the candidate information your team collects across all jobs. Editing a profile field template automatically updates those fields across all jobs using that template.
Tags and source tags
Click + next to Tags or Source and select the tags or source tags you want to add.
To create a new tag or source tag, type the tag name and click Create new.
CV and cover letter
Click Upload file to add a CV to the candidate’s profile. After uploading, you can see their work history under the Experience tab.
Click Add cover letter in the Cover letter section to either upload a document or type your text directly.
Note: Once you upload a document or type out a cover letter, the Cover letter section automatically moves above the CV section on the candidate‘s profile.
Use the pencil icon to edit the text, or click the three dots to replace or delete the file.
Job details
This section shows information about the job or jobs the candidate is applying for.
Job title: The title of the job the candidate applied for.
Pipeline stage: The candidate’s current stage in the hiring pipeline.
Date assigned: The date the candidate was assigned to the job.
Evaluation score: The candidate’s average score across submitted evaluations.
Hired date: The date the candidate was marked as hired, if applicable.
Start date: The candidate’s scheduled start date, if applicable.
Work location: The candidate’s preferred work location.
Pipeline stage
To move a candidate to a different stage in your pipeline, click the stage dropdown menu.
With Disqualify or Proceed, you can remove the candidate from the job or move them to the next stage.
Evaluation score
The candidate evaluation score is displayed based on the average score given by reviewers.
Depending on your company’s settings, the overall score is displayed as either a percentage or a number.
Once you evaluate a candidate, a You evaluated badge appears.
Click You evaluated to open a quick menu where you can add another or edit your evaluations.
You can also open the Evaluations tab to review all submitted feedback, make updates using the pencil icon, or remove an evaluation with the trash icon.
Work location
Click the listed location under the job title to edit it. If the candidate did not select a preferred work location during their application, the field is left blank.
Select or change the locations in the menu and click Confirm.
Note: If a job has only one location, that location is automatically assigned to the candidate.
Assistant‘s summary
If you use our screening and matching assistant features, an AI summary appears in the right-hand panel.
Click to expand the criteria for an explanation of how the AI made its assessment.
Talent pools
If a candidate is part of a talent, it appears under their job details in the right-hand panel.
Click the three dots icon next to a talent pool name to open the pool or remove the candidate from it.
Tasks
To create a task, type your action item in the Add a task... field. You can set a due date and assign additional team members before clicking Add.
Tasks are assigned to you by default.
Click the task to open its details. You can change its status, reassign it to another team member, set a due date, add a note, or delete it.
Notes
To create a note, start typing in the Add a note... field. You can format the text, attach a file, or use @ to notify team members.
Choose who can view the note by selecting Everyone, Selected members, or Only me before posting.