Candidate records - an overview
Although navigating around your candidate records is very straight forward and intuitive, we believe it never hurts to have a little extra guidance on hand.
As you'd expect, given we're a candidate focussed business, we've a lot to talk about when it comes to candidates inside idibu.
So with this article, we wanted to give you an introduction to your candidate records, but keep things fairly high level with links to more in depth information. That way, you can get an overview of what's going on, but as you play around inside your records and become more comfortable with finding your way around, you can refer back to this article to delve a little deeper.
When a candidate applies to one of your vacancies, their profile is automatically populated from their CV.
Any information added can easily be edited and updated by either clicking the 'edit' button, or for quick amendments, you can just click on the text in question.
You can also add any publicly available social profiles that support their application by clicking the edit button here:
Notice that next to the candidate name you also have the candidate quick history button.
Other information that's always visible
In the bar near the top of the page you can view and add candidate tags.
Regardless of where you are in the candidate record, the bar on the right and the data within never changes including:
i. Videos uploaded via application through our video landing page service (Note - not everyone looks as sad as I do below).
ii. All 'Documents' uploaded including the original CV.
iii. The date the record was created, including who by and from what source.
iv. Options to 'Merge' or 'Delete' the record, subject to the permissions you've been granted.
The three candidate tabs
Most of the activity you'll be doing is likely to centre on the four candidate tabs you'll find inside the candidate record.
The profile tab is where your main candidate information is held.
Within this page you'll find all the personal details for your candidate, together with active buttons to email and send SMS messages.
You can also see the vacancies they are currently allocated to, and add them to multiple vacancies and change the ATS status all from within this page.
Below the Vacancies field, you have a brief overview of their work history and education to serve as a quick reminder of their skills and experience without the need to always check their CV.
Below the 'Education' field, you also have a 'Background Info' field, allowing you to store key information as a permanently visible note.
At the bottom, you have the option to create custom fields. In the screenshot above, those are the fields starting with 'Availability'.
They are visible on every candidate record once created.
TIP: Notice how to populate an empty field, you just need to click the grey '+' in a circle that appears to the right. No need to scroll back to the top to click 'edit'!
2. Notes & emails
The 'Notes & emails' tab is where you can add your own notes to the candidate record regarding conversations you've had or changes in circumstances. As you will see in the linked article, you can also tag these notes to make it easier to quickly filter and find the note you are looking for.
Unsurprisingly, it's also where you will also find emails sent and replied to that have been recorded in the candidate record (either using integrated email or maildrop).
As an extra surprise though, you will also find any SMS messages sent and replied to from inside idibu, along with other activity like changes in their ATS status on a particular vacancy.
The CV tab allows you to review the candidate's original CV without the need to waste time downloading the document.