Candidate Details — End-User Help

Overview

This page shows a single candidate record and gives you access to the main actions related to that candidate.

Use it to:

• view candidate information
• manage reference requests sent to the candidate
• review and update saved references
• create and manage verification checks
• view the audit trail for candidate activity

This page acts as the central place for managing a candidate through the reference-check process.

Quick start

1. Open the candidate you want to manage and confirm the name shown at the top of the page.
2. Use the tabs to move between the main sections:

• Candidate Info
• Reference Requests
• Candidate References
• Reference Checks
• Audit Trail

1. Use Add Reference to add a reference manually or send a request to the candidate.
2. Use New Reference Check when you want to start a verification request for a selected reference.

Main tabs

Candidate Info

This tab shows the candidate’s main profile information in read-only form.

Typical information includes:

• personal details
• contact information
• current role and employer
• location and availability
• salary information
• source and online profile links
• recruitment stage and status
• compliance and privacy information
• retention policy and record dates

Use this tab when you need to review the candidate’s details before taking other actions.

Reference Requests

This tab shows requests sent to the candidate asking them to provide references.

Typical information includes:

• who the request was sent to
• how many references were requested
• when it was requested
• expiry details
• current status
• who sent it

You can open an existing request to review it, and where appropriate, delete a request if it is no longer needed.

Candidate References

This tab shows the references already linked to the candidate.

Typical details include:

• referee name
• company
• job title
• email
• phone
• relationship to the candidate
• address
• notes
• status
• created date

You can review, edit, or remove saved references from this section.

If the candidate has no saved references yet, the page will show an empty state.

Reference Checks

This tab shows verification requests that have been sent to referees.

Typical information includes:

• form used
• referee name
• delivery method
• recipient
• status
• sent date
• completed date

Use this section to track referee verification activity and open individual verification requests for more detail.

Audit Trail

This tab shows a history of actions taken for the candidate.

Use it to review what has happened, when it happened, and how the candidate record has been managed over time.

If no audit entries exist, the page will show that no audit activity is available.

Adding a reference

Use Add Reference when you want to add or request a referee for the candidate.

You may have two options:

Add Manually

Choose this when you already have the referee’s details and want to enter them directly.

Send Reference Request

Choose this when you want the candidate to provide reference details themselves.

You may be able to:

• edit the request message
• choose how many references the candidate should provide
• send the request directly from this page

If you edit the message, keep any placeholder text or merge fields unchanged so the final request can be completed correctly.

Editing a saved reference

When a saved reference is shown in the candidate’s reference list, you can open it for editing and update its details.

Typical editable items may include:

• name
• company
• job title
• email
• phone
• relationship
• notes
• status

Save your changes once the update is complete.

Deleting items

You may be able to delete:

• a saved reference
• a reference request
• a reference check
• the candidate record

Before deletion, the page will usually show a confirmation message.

Delete actions should be used carefully, especially when removing a candidate, as related records may also be removed.

Messages and feedback

The page may show short success messages after actions are completed.

If something goes wrong, an error message will be displayed on the page. Read the message carefully, correct the issue if possible, and try again.

If you need support, copy the exact message shown.

Common tasks

Add a manual reference

1. Select Add Reference
2. Choose the manual option
3. Enter the referee details
4. Save the reference

Request references from the candidate

1. Select Add Reference
2. Choose the request option
3. Review or edit the message if needed
4. Choose the required number of references
5. Send the request

Edit a saved reference

1. Open the reference from the reference list
2. Update the required details
3. Save the changes

Delete an item

1. Choose the delete option for the item
2. Confirm the deletion when prompted
3. Check the page for confirmation or error feedback

Troubleshooting

Nothing happens when I click an action

Refresh the page and try again. If the issue continues, check for any error message shown on the page.

I do not see a success message

Check whether the page updated the record or switched tabs. If not, look for an error message.

I cannot find a reference or request

Check the correct tab and review whether the item may have been deleted, archived, or not yet created.

I moved to a different tab after saving

The page may return to a different section depending on the action taken. Reopen the relevant tab and confirm whether the update was completed.

Best practices

• Review the candidate information before sending requests or creating checks
• Keep request messages clear and leave placeholder text unchanged
• Make sure reference contact details are accurate before starting verification
• Use the audit trail when you need to confirm what actions were taken
• Be careful when deleting records, especially at candidate level

Accessibility and keyboard use

This page supports standard keyboard navigation.

Typical actions include:

• moving between tabs and fields with keyboard controls
• activating links and buttons using the keyboard
• closing prompts or overlays where supported

Messages are displayed in text so they can be reviewed clearly.

Support

If you need help, provide:

• the tab you were using
• the action you were trying to perform
• the exact error message shown
• the candidate name
• a screenshot, if available

Short FAQ

Q: How do I ask the candidate to provide referees?

A: Use Add Reference and choose the option to send a reference request to the candidate.

Q: Can I add a referee myself instead of asking the candidate?

A: Yes. Use Add Reference and choose the manual option.

Q: Can I review previous actions taken for the candidate?

A: Yes. Use the Audit Trail tab to view the candidate’s activity history.

Q: What happens if I delete the candidate?

A: Deleting a candidate may also remove associated records, so this action should be used with care.