Candidate List — End-User Help

Overview

This page shows all candidates in the system and provides tools to search, filter, review, and manage candidate records.

Use it to find a candidate, open their details, add a new candidate, or perform actions on one or more selected candidates, such as activate, archive, or delete.

Quick start

1. Enter a search term to find a candidate by code, name, or job.
2. Click a candidate name to open their details.
3. Select one or more rows to use bulk actions such as Activate, Archive, or Delete.
4. Use New Candidate to create a new record.

Main controls

Search

Use the search box to find candidates by:

• candidate code
• candidate name
• job title or applied role

Press Enter or click Search to run the search.

Clear

Use Clear to remove the current search and reset the list.

Status filter

Use the status filter to show:

• All
• Active
• Archived

This helps narrow the list before reviewing or taking action.

New Candidate

Use New Candidate to open the page for creating a new candidate record.

List columns

The candidate list may include the following information:

• Code
• Name
• Job Applied
• References
• In Progress
• Verified
• Stage
• Status
• Created

Each row gives you a quick summary of the candidate and their reference-check progress.

The row may also include actions such as:

• Edit
• Delete

Opening a candidate

Click the candidate name to open the full candidate details page.

From there, you can review the profile, references, reference requests, verification checks, and audit trail.

Selecting candidates

You can select one or more candidates directly from the list.

Common selection options include:

• clicking a row to select it
• using Ctrl or Cmd to add or remove individual rows
• using Shift to select a range of rows

Selected rows are highlighted so you can clearly see which records will be affected by a bulk action.

Selections may remain available as you move through the list, making it easier to work with several records.

Bulk actions

When one or more candidates are selected, an action bar appears.

Available actions may include:

• Edit
• Activate
• Archive
• Delete

Edit

Edit is usually available when a single candidate is selected.

Activate

Use Activate to make archived candidates active again.

Archive

Use Archive to remove candidates from the active working list while keeping their records in the system.

Delete

Use Delete to permanently remove candidates.

Delete should be used carefully, as it may also remove related candidate data.

Confirmation messages

Before actions such as Activate, Archive, or Delete are applied, the page usually asks for confirmation.

This helps prevent accidental changes, especially when working with multiple selected candidates.

Always check the number of selected records before confirming a bulk action.

Messages and feedback

Success messages

After a successful action, the page may show a short confirmation message.

Error messages

If an action cannot be completed, an error message will appear on the page.

Examples might include:

• permission issues
• record state restrictions
• related data preventing the action

When reporting a problem, copy the exact message shown.

Common tasks

Find a candidate

1. Type the search term into the search box.
2. Press Enter or click Search.
3. Open the required candidate from the results.

Add a candidate

1. Click New Candidate.
2. Complete the candidate form.
3. Save the new record.

Edit a candidate

Open the candidate from the list or select a single candidate and use the edit option where available.

Archive or activate candidates

1. Select one or more candidates.
2. Choose Archive or Activate.
3. Confirm the action when prompted.

Delete candidates

1. Select the required candidate or candidates.
2. Choose Delete.
3. Confirm carefully, as deletion is permanent.

Behaviour across pages

Selections may continue to be remembered as you move between pages in the list.

This allows you to build up a selection across more than one page before using a bulk action.

Before confirming any action, review the selection count to make sure the correct records are included.

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.

My selection seems to have disappeared

Review the current search and filter settings, as changing them may affect which records are visible.

A bulk action affects more records than expected

Always check the selection count before confirming. If the number is not correct, cancel the action and review your selection.

I do not see a success message

Check whether the list updated or whether an error message was shown instead.

Best practices

• Use filters before bulk actions to reduce the risk of selecting the wrong records
• Review the selected count before activating, archiving, or deleting
• Use Archive instead of Delete when you want to keep historical records
• Open the candidate details page when you need to review the full record before taking action

Privacy and data handling

Candidate records may contain personal data.

Delete should only be used when appropriate and in line with your organisation’s retention and privacy requirements. If the record should remain available for audit or compliance purposes, Archive may be the better option.

Support

If you need help, provide:

• the search term and filter used
• the action you were trying to perform
• the exact error message shown
• the candidate name or code
• a screenshot, if available

Short FAQ

Q: How do I open a candidate record?

A: Click the candidate name in the list to open their details page.

Q: Can I work with more than one candidate at the same time?

A: Yes. Select multiple rows and use the bulk action bar.

Q: What is the difference between Archive and Delete?

A: Archive keeps the candidate record in the system but removes it from active use. Delete permanently removes the candidate and related data.

Q: Can I restore an archived candidate?

A: Yes. Filter the list to show archived candidates, select the record, and use Activate.