Manage Candidates - View Profile

You can view the profile and application information for one or more candidates at a time on the applicant carousel. You can also change a candidate's status from the applicant carousel.

To access Manage Candidates, go to Recruit > Manage Candidates.

Permissions

PERMISSION NAME

PERMISSION DESCRIPTION

CATEGORY

Offer: Manage Offers

Grants ability to manage all functionality available in the Offer Letter Management table of an applicant's profile, as well as view offer letters on the Documents tab of the Applicant Profile page. This permission must be used in conjunction with the Requisition: Manage or Requisition: Owner permission. This permission cannot be constrained.

Note: Users must also be assigned the Offer: Edit Letter Content permission in order to edit offer letters that are generated from a template.

Note: Users must also be assigned the Offer: Select Letter Template permission to change the template that is used when generating offer letters.

If an offer letter template is defined at the Requisition Level Requisition level refers to the job requisition in Manage Job Requisitions. Changes made to a job requisition are referred to as being made at the "requisition level." Applicant reviewers added to a job requisition after the requisition is created are referred to as being added at the "requisition level." An offer letter template added to a job requisition is referred to as being added at the "requisition level." This term applies to the Recruiting functionality. This is a Recruiting term., then users without the Offer: Select Letter Template permission can only use the template defined at the requisition level when configuring the offer letter at the Applicant Level Applicant level refers to the applicant's profile. Changes made to an applicant's profile are referred to as being made at the "applicant level." Access granted to an applicant's profile is referred to as being granted at the "applicant level." This term applies to the Recruiting functionality. This is a Recruiting term..
If an offer letter template is not defined at the requisition level, then users must have the Offer: Select Letter Template permission in order to use a template at the applicant level.

Note: Users must also be assigned the Applicants: Access Sensitive Statuses permission to access offer letters that are defined as sensitive.

Recruiting

Applicants: Comments - Manage

Grants ability to view and manage comments for applicants.

This permission also defines whether comments posted when an interviewer submits an interview recommendation are posted to the Comments section on the Applicant Profile tab. Note: Interview recommendation comments for interviewers who have this permission display on the Applicant Profile tab. For interviewers who do not have this permission, the comments do not display on the Applicant Profile tab.

Recruiting

Applicants: Comments - View

Grants ability to view comments for applicants.

Recruiting

Applicants: Status Change

Grants ability to change applicant status for any applicant to whom the user already has access. This permission cannot be constrained.

Recruiting

Requisition: Manage

Grants ability to access and manage all requisitions regardless of ownership (constraints permitting). This permission also grants read-only access to the Applicant Review tab when creating or editing a job requisition. This permission can be constrained by OU, User's OU, and Grade.

Recruiting

Requisition: Owner

Enables owner to access requisitions and applicants for requisitions for which they are an owner. This permission also grants read-only access to video interviews that are completed by applicants via HireVue. For portals with Referral Suite enabled, this permission also enables requisition owners to edit the referral source on the Applicant Profile page. This permission cannot be constrained.

Note: This is a dynamically assigned permission that is not available in Security Role Administration. If the user is removed as an owner, the permission is revoked for the associated requisition. This permission cannot be manually assigned. Also, if a user has both the permission necessary to manage requisitions and be a requisition owner, the constraints of the Requisition: Manage permission overrule those of the Requisition: Owner permission. For requisition owners that do not also have permission to manage requisitions, only certain fields are editable when editing a requisition.

Recruiting

View Profile

To view candidate profiles:

Select one or more candidates by selecting their checkboxes.
Click View Profile. This opens the applicant carousel. Note: At least one candidate must be selected in order to enable the View Profile button.

Applicant Carousel

The applicant carousel is a centralized location where recruiters can evaluate a candidate's application and assess their qualifications. This page is accessed by clicking View Profile from Manage Candidates or by selecting the Review Candidate status for candidates who are in an New Submissions status.

From the applicant carousel, recruiters can:

Evaluate the resume and prescreening questions
Read and write contextual information about the candidate through the Comments feature
Take actions without navigating to another page
View and access live video and ondemand video interview information
Access resume and applicant information for multiple candidates across requisitions

The following information is available from the applicant carousel:

List of Applicants

If two or more candidates were selected on Manage Candidates, then a list of the candidates appears in a panel on the left-side of the applicant carousel. Click a candidate's name to view their resume and application details.

Contact Information

The candidate's email address, phone number, and location appear at the top of the page.

Contact information is only visible if configured by the administrator to be available and not hidden.

Note: The visibility of contact information is also dependent upon anonymous applicant settings.See Applicant Profile Page Overview.

Applicant Profile

Opens the Applicant Profile page for the selected applicant. Note: The Applicant Profile link is not available for Suggested Referrals.

Applicant Summary

This section displays the name and requisition ID of the job, the application date, and status, and documents uploaded by the candidate.

Download Application link downloads a .pdf version of documents a candidate uploaded when they submitted their application. Note: This feature is in the Early Adopter stage.
A Referral Details field displays for candidates who are referrals, and the referral relationship also displays.
Application Status field displays the applicant's current status and sub-status, such as Offer Letter / Letter Created which means that an offer letter has been prepared, but not yet sent.
Source field displays the source the candidate used to apply:
- For candidates who apply via LinkedIn, a link to their 's LinkedIn page appears in the Source field.
- For candidates who were added manually, "Added Manually" appears.
- For candidates who applied via a career site, the name of the career site appears.
- For the Employee Referral source, a tooltip appears next to the source name. Click the tooltip to view:
  - Referring employee's name, which appears as a link to their universal profile
  - Referring employee's title
  - Referring employee's relationship to the candidate

See Applicant Profile Page - Summary Tab.

Resume Section

If the candidate uploaded a resume, the resume appears in the Resume section below the Overview section. You can download a PDF of the resume, as well.

For candidates who filled out their resume when completing their application, their resume details appear in this section. When a resume has been parsed, you will be able to view both the resume file and parsed resume details.

When an applicant applies with their LinkedIn resume, this will replace a resume file. An applicant can have both a LinkedIn and parsed resume.

The applicant carousel shows the resume and/or any parsed parsed resume fields that are available for the candidate. The structured resume fields used for Succession > Resume are a subset of the Universal Profile fields.

For internal employees, when they apply to a requisition and choose to use their existing resume on the application, then the structured resume fields from their Universal Profile will populate the application workflow. The internal user could choose to update these values in the resume step on the application and this would also update their Universal Profile. While the full Universal Profile does not appear on the applicant carousel, what is shown are the fields from the employee's Universal Profile that were used to apply to the requisition.

Prescreening Questions Section

Any pre-screening questions that were included in the application appear in the Pre-Screening Questions section. Both the question and the candidate's answer appear.

Interview Section

This section displays if a candidate is in a status for live video or on-demand video interviews.

See Manage Candidates - Schedule Live Video Interview.

See Manage Candidates - Assign On-Demand Video Interview.

Assessments Section

This section displays all assessments assigned to the applicant and that were part of the application. The completion status, overall score, and date completed displays.

Click Show Details to view the score for individual assessments that are part of an assessment package.

Actions You Can Take

The following actions are available by clicking the three dots in the upper-right corner of the flyout:

Add/Move to Requisition - See Manage Candidates - Add/Move to Requisition.
Request Feedback - See the following:
- See Manage Candidates - Give Candidate Feedback.
- See Manage Candidates - Request Candidate Feedback.
Manage Flags - See Manage Candidates - Manage Flags.
Invite to Event - See Manage Candidates - Invite to Event.
Assign Form - See Manage Candidates - Assign Forms.
Request Reference Letter - See Manage Candidates - Request Reference Letters.

Change Status

You can change a candidate's status from the applicant carousel to move the candidate into a different status. To change the status:

Click Change Status in the upper-right corner of the flyout. This opens the Change Status flyout.
Select the new status from the drop-down in the New Status column. Required statuses cannot be bypassed.
Select an effective date in the Date column.
Click Save. This updates the candidate's status. Note: Once the status change is saved in the Change Status flyout, the change is saved in Manage Candidates. There are no other steps needed on the applicant carousel to save the status change.

Note: Statuses can be defined as required by the administrator when configuring the job requisition template and by the recruiter when configuring the job requisition. Changing a candidate's status can also be done on the main Manage Candidates page. See Manage Candidates - Change Status.

Comments

You can enter comments about the candidate in the Comments section. Once you click Submit, your comment appears in the Comments section.

Comments from other users are also available in this section.

Tip: Use the <Enter> key to insert line breaks so that the full comment is visible in the comment box.