Candidate Profile Overview

Each candidate in your pipeline is unique—and keeping track of his/her specific needs is key to successful recruiting.

That's why JazzHR created the Candidate Profile, which provides a central location for all candidate-related data and actions.

The Candidate Profile is made up of three main sections:

Header

The Candidate Profile Header houses all core candidate information, along with basic go-to functionalities. Use this area to reference key candidate facts or perform quick actions.

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Contact Information

Candidate contact information is listed below the candidate's name in the following order: location, phone number, email address, and source. Click Edit to update this information at any time.

Star Rating

Set an overall rating for each candidate to see how they stack up at a glance. Simply click the number of stars to set this rating. Then, you can even search by star rating.

Request Comment

Send out a form for non-JazzHR users to review the candidate's resume and submit a comment. This feedback is then tracked on the Discussion tab.

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Send Email

Click the envelope icon to send a quick email to the candidate. Then, find that email logged on the Emails tab.

Create Task

Need to assign a task? Click the checkmark icon to quickly create and assign a task associated with the specific candidate.

Actions Drop-Down

This menu lets you:

  • Hide a candidate (for privacy purposes)
  • Watch a candidate to keep tabs on them
  • Add or remove the candidate from job(s)

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Reject, Vote, Advance

Use these three buttons to move the candidate through your Workflow stages. Votes will be tracked on the Discussion tab

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Tabs

The Candidate Profile Tabs separate actions and accompanying data by category. Each section provides a location from which you can perform various functionalities and store candidate-specific items.

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Profile

The Profile tab contains the candidate's resume, Job Application and Full Profile. You can adjust this data by uploading a new resume, clicking Edit Profile and adding/updating information, or by clicking Export Candidate and sending him/her to another system.

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Interviews

The Interviews tab allows you to complete, schedule and view Interview Guides

Discussion

The Discussion tab tracks your team's conversation about the candidate. You'll be able to @mention other users, see status changes, and store your team's votes.

Assessments

The Assessments tab houses all evaluations and background checks.

Emails

The Emails tab allows you to send and store all individual or bulk candidate communications. Forward or bcc the candidate dropbox address, which is housed on this tab, to store direct or indirect candidate-related content.

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Documents

Here, you can find files the candidate has uploaded via a Custom Questionnaire or documents sent to the candidate. You can also send and store offer letters and edocuments from here.

Sidebar

The Candidate Profile sidebar allows you to quickly access key information about the candidate from anywhere on the profile. Click Show in the upper right-hand corner to adjust what you see and how it's ordered.

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Incomplete Tasks

This section allows you to view and manage all outstanding or future tasks associated with the candidate. See all tasks for the candidate or filter to see just your own. Click the green plus sign to create tasks for yourself or other users.

Upcoming Events

This area shows all your upcoming events with this candidate, including those scheduled through an Interview Guide or simply on your calendar. Click the green plus sign to schedule an event for this candidate.

Questionnaires

This section houses all of the candidate's completed Custom Questionnaires. Click the eye icon to view the answers, or click the green plus sign to send a questionnaire to the candidate after he/she applies.

Categories

This area shows to which Categories the candidate belongs. Click the green plus sign to add a category.

Documents

All files associated with a particular candidate live here. You can upload or download any files with this candidate here or in the Documents tab. Click the green plus sign to add a new document.

Other Jobs

Any jobs that a candidate has applied to are visible here. You will need to have access to that job to be able to view their profile for the other job. Click on the job name to quickly switch between different jobs to which your candidate has applied.

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