1. Using Fluid Recruiting
  2. Overview

4Candidate Profiles

Candidate Profile

A candidate profile contains information such as candidate personal information, work experience, employment preferences.

You can view the general profile of candidates while looking at their job submissions. When you view the job submission, you can toggle between the general profile and submission of the candidate. The general profile view provides you with a better and more complete understanding of the candidate.

The general profile view is organised into four tabs:

  • General Profile: Provides high level information about the candidate such as personal information, work experience, employment preferences.

  • Attachments: Contains resume and other attachments provided by the candidate and attachments you provided. You can view, preview, edit, download, and delete attachments.

  • Referral: Contains referrals provided by candidates, employees, and agents.

  • History: Contains a log of all actions performed on the candidate file. You can view the history of the general profile only, the general profile and all submissions, or all active submissions.

You can edit the general profile of a candidate. Click the Edit icon next to a section or the Edit All icon. Once you’re in edit mode, a summary section appears on the left side of the page. You can click section titles to quickly navigate to specific content.

General Profile Summary Card

When you view the general profile of a candidate, a summary of the profile is displayed on the summary card. The summary highlights important details about the candidate such as contact information in the information callout, active submissions, most relevant education, work experience.

When you’re editing the general profile of a candidate, the summary card displays a table of contents of the general profile sections. You can click section titles to quickly navigate to specific content.

Create a Candidate Profile

You can create a general profile for a candidate to quickly capture candidate information. There are various reasons why you may have to create a candidate profile. For example, you received a candidate's resume by email and you want to create a general profile from scratch.

  1. Go to the Submissions list.

  2. In the More Actions menu, select the Create New Candidate action.

  3. Select the Create a new candidate option.

  4. Click Next.

  5. Select the language in which you want to create the candidate profile.

  6. Select the desired form style.

  7. Click Next.

  8. If you have the resume of the candidate, you can upload it. The system will populate as many fields as possible. The file must not exceed 5120 kilobytes. It’s format must be one of the following: Word (.doc, .docx), WordPerfect (.wpd), Text (.txt), Rich Text Format (.rtf), Hypertext Markup Language (.html, .htm), Portable Document Format (.pdf), Excel (.xls, .xlsx), OpenOffice Writer (.odt).

  9. Enter basic info about the candidate such as the first name, last name, email address. The system will use that info to search for potential duplicates. If duplicates are found, they're listed on the page. You can then:

    • Open a duplicate file and edit it.

    • Create a new candidate profile.

    • Click Previous to go back to the previous page and enter new info to search for potential duplicates.

  10. If you decide to create a new candidate profile, you need to enter info in the General Profile fields.

Generate a Password for a Candidate

Generate a password for a candidate from within the candidate’s general profile.

  1. Open a candidate file.

  2. Go to the General Profile tab.

  3. In the Account Information section, click Generate New Password.

  4. If you want to see the password generated for the candidate, select Show password.

Use Attachments in a Candidate Profile

You can view, preview, delete, upload, and download attachments in candidate general profiles.

Attachments are available in the Attachments tab. The following file formats are supported. System administrators define which formats are available to users.

  • Any File Format

  • Excel (.xls and .xlsx)

  • Hypertext Markup Language (.htm and .html)

  • OpenOffice Writer (.odt)

  • Portal Document Format (.pdf)

  • Rich Text Format (.rtf)

  • Text (.txt)

  • Word (.doc and .docx)

  • Word Perfect (.wpd)

  • Zip Format

When you upload an attachment, you can indicate if the file is a candidate resume or another type of attachment. You can also indicate if the attachment is visible to candidates.

Once a file is uploaded, you can preview, edit, delete, and download the file.