Configuring Candidate File Tabs

In the candidate file, tabs presented to users are governed by permissions and features configuration.

Candidate File Tab	Description	Permission and Configuration Required
Job Submission/General Profile	Contains information on prescreening, resume, employment preferences, EEO, etc. The contents of both the job submission and general profile are configured and activated by the system administrator as candidate files in the Recruiting Administration module. Depending on the candidate card side being viewed, this tab will be either specific Job Submission OR the General Profile.	Always displayed.
Attachments	Contains resume and other attachments provided by the candidate and attachments provided by the user. Attachments are added with the Add Attachment icon. Job specific attachments are clearly identified from other attachments, and the name of the person who attached the file is also indicated. All attachments are managed centrally from this tab and when a user uploads an attachment, he/she will be able to specify if it will also be visible to the candidate.	Access Attachments tab (Configuration > [SmartOrg] Administration > User Types > Recruiting > Candidates) View other attachments (Configuration > [SmartOrg] Administration > User Types > Recruiting > Candidates) For any attachments originally created as being only visible by the recruiter (not visible to the candidate), users will only see attachments to the extent that they have been granted access to the submission relating to the attachment. If users are not authorized to view the job submission then they will not be able to view the attachment. For information on attachments, see Attachment.
Tasks	Contains a list of tasks to perform regarding the candidate. Tasks are self-assigned by users to remind them to complete a future activity.	This tab only appears from the Candidate Submission card side. To be displayed, the feature must be activated and users must also have been granted the permission to manage self-assigned tasks.
Offers	Contains offers submitted to the candidate, offers from competitors, candidate expectations and requisition offer information. The Offers tab and offer content are always job specific and visible only from the job submission view. Competitive offers and current jobs are linked to the candidate and are thus shared between submissions for this candidate. Context based permission ownership is applied based on the owners of any requisition this candidate has applied to. Candidate job offers and expectation offers are linked to the submission and can only be viewed by users who can view that submission.	Displayed if offer management is used. The Offers tab is displayed on a candidate submission once an offer is created. The Offers tab and offer content are never displayed when viewing a candidate's general profile.
Offer Approvals	Contains the most recent offer approval information.	Displayed if offer management and approvals are used. The Offer Approvals tab is displayed once an offer approval request is generated. The Offer Approvals tab is visible for any user who can view offers for the candidate submission.
Referrer	Contains both employee/candidate referral and agency referral information and actions.	Always displayed if the user can view the candidate's general profile or job submission. Fields in the Referrer tab can be specifically controlled by the field level security configurability. Fields in the Referrer tab are controlled by the same configuration done on these fields when used in the main tab of the candidate file because the data model for these fields is shared. Example: The candidate fields First Name and Last Name are also used for the Referrer's first name and last name. Therefore: If the user's field security level permissions allow him/her to see the first name or last name for internal and external candidates, the user will see those fields in the Referrer tab. If the user's field security level permissions allow him/her to see the first name and last name for internal and external candidates, the user will see the referrer name in the History tab. If the user's field security level permissions do not allow him/her to see the first name and last name for internal and external candidates, the user will not see those fields in the Referrer tab. If the user's field security level permissions do not allow him/her to see the first name and last name for internal and external candidates, the user will not see the referrer name in the History tab.
History	Contains a log of all actions performed on the candidate file, including the date and the name of the user who performed the action.	Always displayed. However, it only allows users to view history tracking related to submissions they are authorized to view. The Attachments tracking category is visible to users who have these two permissions: Access Attachments tab View other attachments (Configuration > [SmartOrg] Administration > User Types > Recruiting > Candidates) The Offer history tracking is visible to users who have the following permission: View offers (Configuration > [SmartOrg] Administration > User Types > Recruiting > Offers ) Note that if users navigate into the view of a submission they can view but are not authorized to view the offer tab of that submission, then the offer history tracking data will be hidden. All offer history of all types will be hidden – not just "offer" but also the supplementary offer data as well. For more details on the candidate file History tab, see Candidate File History Tab.