Applicant Profiles
When an applicant applies or is manually added to your job, an applicant profile will be created automatically. Their profile will contain personal information such as their contact information, name and birthday as well as important information about their qualifications. It will also give you a place to add notes, upload documents and even message with the applicant!
Additionally, you will have the ability to quickly review and evaluate the profiles of the applicants by downloading their resumes or printing them out in case you need them for the interview.
At the top of the profile is their contact information and information about their current status in the hiring process. Here you can edit that information or move them into another phase of the process. Below this section are a few tabs that can be helpful during the hiring process.
Details
The "details" tab has helpful information for you to be able to quickly glance and get an idea of who the applicant is and if they will be a good fit. You can see their answer to the interest confirmation text to help you gauge their responsiveness and maybe answer a qualifying question or show you interview depending on what you have the text set up to say. Below that are helpful tags that the system will automatically add to highlight some basic pros and cons, such as experience level, responsiveness and their commute.
If a resume is uploaded, the page is expanded to allow quick access to the file:
Below that is their job history, experience and a breakdown of their commute. Any licenses or certifications you have listed will appear here if they have them, as well as their expected pay and any availability information that they provide.
Notes
The notes section in the applicant profile is a helpful place for you to add notes during an interview, easily share thoughts between multiple hiring managers or even just organize your thoughts!
Below the text box there is a "add note template" button, you can use this to save a template for notes that you will often add to applicants profiles. For example, you could create a template with all of your interview questions and then record their answers during the interview! After you add the template it will appear with any other saved notes below the text box, and to use it you can just click "use" and it will automatically be added to the text box.
Documents
You can also upload any documents you may need, such as copies of certifications or licenses here in the profile. To do this you can click the documents tab and then click "add document" and select the file you would like to upload and it will appear here along with any other documents that have already been uploaded.
Messages
This section displays the complete message history for the applicant, from the initial email sent to the most recent conversation, ensuring a clear and organized communication record.
Calls
This section displays the complete call history for the applicant, including timestamps, call duration. It is also where you can initiate a call for an applicant if the applicant forwarding number is configured.
Activity
This section provides a comprehensive log of all actions related to the applicant, including status updates, notes, emails, messages, and calls, ensuring a clear timeline of interactions and progress.
Additional Features
Occasionally, users want to cut off all communication with an applicant - whether because of hostile messaging, a rejected applicant repeatedly applying to different positions, etc,
There is a "Block" option when you click the three dots on the Applicant Profile (and on the Needs Review Application) which will open a dialog and inform the user about what blocking will do. Blocking will prevent sending/receiving future messages from an applicant (Blocked applications will still be visible in the hiring flow). If a blocked applicant applies to another job in the organization using the same contact info, messaging will also be blocked with those applications. Users can view all of their organizations' blocked applicants from the jobs page. At the top right, there will be a link "# Blocked" that when clicked, will open a dialog showing a list of blocked applicants. Users can unblock applicants from that list if they wish to resume messaging (and can also unblock from individual Applicant Profiles as well).