View Candidate Details

Review a candidate and take actions to move them through the hiring process.

Palistha Shrestha

Last Update há 4 meses

This page combines candidate information, communication, evaluation, and actions in one place.

When to use this

Use this when you need to:
  • Review a candidate's profile
  • Check their current stage
  • Track past activity
  • Communicate or assign tasks
  • Take actions like moving, disqualifying, or evaluating

Open candidate profile

  • Go to Candidates
  • Click any candidate from the list
    You will be redirected to the candidate details page.

    Page layout

    The page has three main areas:

    Top summary

    At the top, you will see:
    • Name
    • Application stage
    • Department
    • Email
    • Phone number
    • Location

    Use this to quickly confirm candidate identify and status.

      Main tabs

      The center of the page contains detailed tabs:
      • Profile
      • Resume
      • Activity
      • Communication
      • Task
      • Evaluations
      • Notes

      Right panel (fixed)

      This panel is always visible
      It includes:

      • Overview (job, stage, status)
      • Evaluations (view and add)
      • Notes (view and add)

      Use this for quick access without switching tabs.

        Review candidate information

        Profile tab

        Includes:
        • Candidate-job match (AI-based)
        • Work experience
        • Education
        • Skills
        • Projects
        • Certificates and licenses
        • Awards and achievements
        • Professional summary

        Use this to assess candidate fit.

          Resume tab

          • View resume
          • Download resume
          • Print resume

          Use this for detailed verification.

            Track activity and history

            Activity tab

            • Shows all actions related to the candidate

            Use this to understand what has already happened.

              Notes tab

              • View notes
              • Add notes

              Use this for internal feedback and comments.

                Manage communication

                Communication tab

                Has two sub-tabs:
                • Events
                • Emails
                You can:
                • View all emails and events
                • Send emails
                • Track communication history

                Use this to manage all candidate interavtions.

                    Manage tasks

                    Task tab

                    • View assigned tasks
                    • Add new tasks

                    Use this to assign and track candidate-related tasks.

                      Manage evaluations

                      Evaluations tab

                      You can:
                      • View evaluations
                      • Check pending evaluations
                      • View by stages
                      • Request new evaluations

                      Use this to collect and review team feedback.

                        Take actions

                        Top actions

                        From the top bar, you can:
                        • Move candidate (next stage or skip stage)
                        • Send email
                        • Create event
                        • Assign task

                        Use these for day-to-day hiring actions.

                          More actions (options menu)

                          Includes:
                          • Snooze candidate
                          • Copy to job
                          • Move to another job
                          • Add to talent pool
                          • Edit candidate
                          • Delete candidate
                          • Blacklist candidate

                          Use these for advanced or administrative actions.

                            Disqualify candidate

                            Steps

                            • Click Disqualify
                                • Select a reason
                                • Choose whether to send an email
                                • Confirm
                                Use this when the candidate should not continue in the hiring process.

                                What to be careful about

                                • Moving candidates to the wrong stage affects tracking
                                • Skipping stages can break process visibility
                                • Disqualifying or blacklisting is hard to reverse
                                • Missing notes or evaluations leads to weak decisions
                                • Using the wrong action (move vs copy) can misplace candidates

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