View Candidate — End-User Help

Overview

This page (ViewCandidate.aspx) lets you view and edit a candidate’s full profile used by recruiters and reference processes.

Use the form to update personal details, contact information, profile and location, compensation, sourcing links, pipeline stage/status, compliance flags and data-retention policy. Changes are saved to the candidate record and used by reference workflows.

Quick start

1. Verify the candidate shown at the top is the correct person.
2. Edit the visible fields you need (e.g., First Name, Last Name, Job, Email, Phone, City).
3. Use the job field to link an open job or add a new job inline.
4. Click Update to save changes or Cancel to go back without saving. A brief success message appears after a successful save.

What each section does

Personal

• Title (salutation), First Name, Last Name, Date of Birth — basic identity fields

First Name and Last Name are required.

Assignment / Job

• Job (open only) — search for an existing open job as you type; choose a match to link the candidate.

If the job you need does not appear, use the Add New Job flow to create one without leaving the page.

A manual job-id fallback may exist for admins if needed.

Contact

• Email Address, Mobile, Phone — at least Email is expected for contact/reference workflows. Use a valid email format.

Profile & Location

• City, Country, Current Job Title, Current Employer, Experience (years), Work Mode, Availability Date, Notice Period — describe availability and current situation.

Compensation

• Currency, Current Salary, Expected Salary — free-text guidance fields; keep formatting consistent.

Sourcing & Links

• Source, LinkedIn URL, Website URL — where you found the candidate and quick links. Use full URLs (including https://).

Pipeline & Meta

• Stage, Status, Rating, Tags, Summary, Covering Letter — pipeline tracking and notes. Tags help search/filtering.

Compliance

• Consent to Contact, Consent to Store, Right to Work in UK, Visa Status, Privacy Notes — record permissions and legal/visa status for audit.

Data Policy

• Data Retention Policy — choose the retention rule that applies (system default is set on Retention Policies page).

Actions

• Update — saves all edits
• Cancel — returns without saving

Job field and Add-Job flow (detailed)

• Type at least two characters in the job box to search open requisitions.
• Selecting an existing job links the candidate to that job.
• Autocomplete includes an “Add New Job” option:
• selecting it opens an inline dialog
• enter job title and description
• save — the job is created and assigned to the candidate
• Keyboard support:
• arrow keys to navigate suggestions
• Enter to pick
• ESC closes the add-job overlay

Validation rules & expected errors

• Required: First Name, Last Name, Email
• Email must be valid format
• Phone and mobile accept free text (international format recommended)
• Numeric fields (Experience, Notice Period) should contain numbers; try to use consistent formatting
• If server-side validation fails (business rules, linked data, etc.), a red error panel shows the message — correct and retry

Accessibility & keyboard

• Tab/Shift+Tab moves through fields; Enter/Space activates buttons/links
• Autocomplete and dialogs are keyboard-navigable (arrows + Enter; ESC closes)
• Success messages use polite ARIA live regions so assistive tech announces saves

Best practices & tips

• Link to an existing job when possible to avoid duplicate requisitions
• Keep Salary, Title and Employer consistent across records
• Use Tags and Summary for searchable context
• Complete Consent and Privacy Notes for GDPR/audit
• When editing job/email, consider impact on open reference requests

Examples (recommended formats)

• Email: jane.doe@company.com
• Phone: +44 7700 900000 or 020 7946 0000
• Salary: £65,000 or 65000 (use a team convention)
• Tags: C#, remote, senior

Troubleshooting

Add Job flow fails to save

Enter a title, read the popup error and retry. If it still fails, contact admin/support with the exact message.

Save fails with server error

Read the red error panel, correct the issue, and resubmit. If unclear, copy the message for support.

Autocomplete shows no jobs

Try broader terms and ensure jobs are Open. Check server connectivity.

Date controls show unexpected format

Browser locale affects date inputs — use the date picker or type the format shown (or ISO YYYY-MM-DD).

Privacy & governance

Only store candidate data where you have lawful basis. Use the Data Retention Policy field to align with organisational rules. Consult your DPO for GDPR/local data-protection questions.

Support — what to provide

Provide:

• exact error text
• steps you took (fields changed, whether you used Add New Job)
• candidate name shown on page
• job title/id if relevant
• screenshot if possible

Short FAQ

Q: How do I link the candidate to an existing requisition?

A: Start typing the job name, select the matching open job, then click Update.

Q: Can I add a job without leaving the page?

A: Yes — use “Add New Job” in suggestions, save it, then Update.

Q: What happens if I clear required fields and click Update?

A: The page shows validation errors; required fields must be completed before save succeeds.