View Candidate — End-User Help

Overview

This page allows you to view and update a candidate’s profile.

Use it to maintain personal details, contact information, job assignment, profile information, compensation details, sourcing links, pipeline status, compliance settings, and data-retention preferences. These details help keep candidate records accurate and support the reference-check process.

Quick start

1. Confirm that the candidate shown at the top of the page is the correct person.
2. Update the fields you need, such as name, job, email, phone, city, or status.
3. Use the job field to link the candidate to an existing open job, or add a new job without leaving the page.
4. Click Update to save your changes.
5. Click Cancel if you want to leave without saving.

What each section does

Personal

This section stores the candidate’s main identity details, including:

• Title
• First Name
• Last Name
• Date of Birth

First Name and Last Name are required.

Assignment / Job

This section is used to associate the candidate with a role.

You can:

• search for an existing open job
• select a matching job from the list
• add a new job if the one you need does not already exist

This helps keep the candidate linked to the correct vacancy.

Contact

This section stores the candidate’s contact details, including:

• Email Address
• Mobile
• Phone

A valid email address is important for communication and related workflows.

Profile & Location

This section captures the candidate’s background and availability, such as:

• City
• Country
• Current Job Title
• Current Employer
• Experience
• Work Mode
• Availability Date
• Notice Period

Compensation

This section records salary-related information, including:

• Currency
• Current Salary
• Expected Salary

Use a consistent format across all candidate records.

Sourcing & Links

This section records where the candidate came from and stores useful profile links, such as:

• Source
• LinkedIn URL
• Website URL

Where possible, enter full website addresses.

Pipeline & Meta

This section helps track the candidate through the recruitment process, including:

• Stage
• Status
• Rating
• Tags
• Summary
• Covering Letter

Tags and summary notes can make records easier to search and review later.

Compliance

This section is used to record permissions and legal or regulatory details, such as:

• Consent to Contact
• Consent to Store
• Right to Work in UK
• Visa Status
• Privacy Notes

Complete this section carefully to support internal compliance and data handling requirements.

Data Policy

This section lets you choose the data retention rule that applies to the candidate.

Use the appropriate retention policy to make sure candidate data is handled in line with organisational policy.

Actions

• Update saves your changes
• Cancel leaves the page without saving

Using the job field

The job field helps you link the candidate to an open job.

To use it:

• begin typing the job title
• select the correct job from the suggestions shown
• save the candidate record once the job is selected

If the required job is not available, you can add a new one directly from the page and then continue updating the candidate.

Validation and common input rules

Some fields must be completed before the candidate can be updated successfully.

Typical requirements include:

• First Name
• Last Name
• Email Address

To avoid errors:

• use a valid email format
• enter phone numbers in a clear and consistent format
• keep salary and experience entries consistent with your team’s usual format
• review any on-screen error message and correct the relevant field before trying again

Accessibility and keyboard use

This page can be used with keyboard navigation.

Common actions include:

• moving through fields with Tab and Shift+Tab
• selecting buttons with Enter or Space
• navigating suggestion lists using the keyboard
• closing pop-up selections or overlays using Escape where supported

Best practices

• Link the candidate to an existing job where possible to avoid duplicate job records
• Keep names, employers, and salary details consistent across records
• Use tags and summary notes to improve search and reporting
• Record compliance and privacy details carefully
• Review changes before saving, especially when updating contact or job information

Example formats

Examples of suitable formats include:

• Email: jane.doe@company.com
• Phone: +44 7700 900000
• Salary: £65,000 or 65000
• Tags: C#, remote, senior

Use the same format consistently across your organisation where possible.

Troubleshooting

I cannot find the job I want

Try searching with a broader term. If the job is still not listed, add a new one from the page if that option is available.

The update does not save

Check the error message shown on the page, correct the highlighted issue, and try again.

The date format looks unusual

Date entry can vary depending on browser or regional settings. Use the date picker if available, or enter the date in the format shown on screen.

A field value is rejected

Check whether the field is required or whether the format needs correcting, such as email or number entries.

Privacy and governance

Only record candidate information where there is a valid business and legal basis for doing so.

Use the retention policy and compliance fields carefully so that candidate data is stored and managed in line with company rules and data protection requirements.

Support — what to provide

If you need help, provide:

• the exact error message shown
• the candidate name
• the changes you were trying to make
• whether you were linking or adding a job
• a screenshot, if available

Short FAQ

Q: How do I link a candidate to an existing job?

A: Start typing the job title, select the correct open job from the suggestions, and then save the candidate record.

Q: Can I add a new job from this page?

A: Yes. If the required job is not already available, you can add it directly from this page where that option is provided.

Q: What happens if I leave required fields blank?

A: The page will show a validation message and the record will not be updated until the required information is completed.