Candidate Profile
View and manage all information about a candidate in one place.
Before You Start
Required permission: manageCandidates (to edit; read access requires same permission)
Accessing a Profile
Click any candidate name in the search results, comparison page, or talent pool to open their profile.
Profile Layout
The profile uses a two-column layout on wide screens. The main column (left) contains the profile header, AI summary, applications, and resumes. The sidebar (right) contains the activity timeline and custom fields/talent pools.
Profile Header
The header card shows:
- Full name with a bookmark toggle button
- Current title and company (e.g., "Senior Engineer at Acme Corp")
- Source — how the candidate was sourced (e.g., "via LinkedIn") and referrer name if applicable
- Contact info — email (clickable mailto), phone (clickable tel), location (City, State, Country)
- Compensation chips — notice period, current salary, expected salary (only shown when values exist)
Header Actions
| Action | Notes |
|---|---|
| Status dropdown | Change between Active, Archived, Do Not Contact |
| Edit | Navigate to the edit form |
| More options menu | Send Email, Re-parse Resume, Manage Talent Pools |
The more options menu is only visible when you have manageCandidates permission.
Bookmarking
Click the bookmark icon next to the candidate's name to toggle their bookmarked status. Bookmarked candidates show a yellow bookmark icon in the search results table.
Candidate Status
| Status | Description |
|---|---|
| Active | Normal status — candidate is actively considered |
| Archived | Candidate is not being actively pursued |
| Do Not Contact | Candidate should not be contacted |
Re-parse Resume
Use Re-parse Resume from the more options menu to requeue the latest resume for AI parsing. Use this if parsing failed or produced incorrect results.
AI Insights
Below the header, the AI Insights section shows a list of AI-generated bullet points about the candidate. This section only appears when insights are available. Up to 3 insights are shown by default; click Show all to expand when there are more than 3.
Applications
The applications section lists all of the candidate's applications across all jobs. Each application card shows the job title, current stage, and a link to the full application. Click Add to Job to create a new application for this candidate.
Resumes
The resumes section shows parsed content from the most recent resume:
- Professional summary (expandable if long)
- Most recent role — job title, company, and dates
- Highest education — degree and institution
- Skills — shown as tags (up to 8 visible; click to show all)
A View Full Resume button opens the full resume in a side-by-side viewer (PDF + parsed content).
If no parsed content is available, a View PDF Resume button is shown instead.
Uploading a Resume
Click Upload in the resumes section header to add a new resume file (PDF, DOC, DOCX). The new resume becomes the latest and is shown in the main resume view.
Other Resumes
If the candidate has more than one resume, previous resumes are listed below the main resume view. Click a resume name to view it, or click the download icon to download.
Activity Timeline
The sidebar timeline shows the candidate's activity history in reverse chronological order. Events include:
| Event type | Description |
|---|---|
| Application created | A new application was submitted |
| Stage changed | Application moved to a different pipeline stage |
| Match score created / recalculated | AI match score was assigned or updated |
| AI action | AI automatically advanced, rejected, or flagged the candidate for review |
| AI action undone | A previous AI action was manually reversed |
| Interview completed / cancelled / no-show | Status update on a scheduled interview |
| Discussion message | An internal note or discussion comment was added |
| Job status changed | The associated job was published, put on hold, closed, or reopened |
| Job configuration updated | AI instructions, pipeline stages, specs, or application form were changed |
Click Load more to paginate through older events. The timeline loads 15 events at a time.
Custom Fields
The sidebar shows any custom field values set on this candidate. Up to 5 fields are shown by default; click Show more to see all.
Talent Pools
The sidebar shows badges for each talent pool the candidate belongs to. Each badge displays the pool name and color.
To add or remove the candidate from talent pools, click Manage Talent Pools in the more options menu. A dialog opens showing all available pools with checkboxes. Optionally add notes when saving changes.
Editing a Candidate
Click Edit in the header to open the edit form. The form uses the same fields as the add candidate form, with all fields pre-populated from the existing profile.
You can optionally upload a new resume at the top of the form to trigger AI auto-fill. When a file is uploaded, the system processes it and populates the personal and professional fields automatically. The form highlights with a pulsing animation while processing.
Edit Form Fields
| Section | Fields |
|---|---|
| Resume | Upload a new resume (optional, triggers re-parse) |
| Required; duplicate detection checks as you type | |
| Personal Information | First Name (required), Last Name (required), Phone (required) |
| Location | City (required), State (required), Country (required) |
| Professional Information | Title, Company |
| Compensation & Availability | Notice Period (days), Current Salary, Expected Salary |
| Custom Fields | All defined custom fields |
| Sourcing Information | Source, Referred By |
Sending an Email
Click Send Email from the more options menu to open the email composer. This requires SMTP to be configured in your account settings.