New Version of Candidate Details Page

The new Candidate Details Page brings candidate information and actions into a more organized view, while allowing you to customize the information, activities, widgets, and columns displayed on the

page.

This feature is useful when you want to:

The Candidate Actions section lets you perform several actions directly from the top corner of the candidate profile, including:

You can also customize these actions and keep your most frequently used actions easily accessible.

You can manage a candidate's social profile links directly from the candidate profile. You can edit existing links or add additional social profiles based on the platforms you use.

The Candidate Primary section displays important candidate information at a glance. You can select up to four key fields to display in this section.

You can also use the ribbon to directly link a candidate to a contact. Once linked, the associated record can be accessed from both the candidate and contact profiles.

The Information Overview section contains essential candidate fields in one place. You can customize the number, fields, and order of the information displayed. The section can also be collapsed when you need a more compact view.

The Activities Panel on the right side of the candidate profile allows you to manage candidate activities from one place, including:

You can resize the panel by dragging its edge to adjust the amount of space it occupies.

The Widgets tab can be customized to display only the information that is relevant to your workflow.

Please note: You can also customize columns in supported widgets by showing or hiding columns, changing their order, resizing them, and using available column-level actions. These preferences are saved across sessions.

Show/hide columns and Add Filters are available in the Assigned Jobs, Pitch Contact, and Related Deals widgets.

When you add a record from a widget, you remain on the same Candidate Details Page. The widget automatically updates with the new record without requiring a manual refresh. This applies to actions such as Add Deal, Add Job, Add to Hotlist, and Add Note.

The Details tab contains the candidate's:

These sections are collapsible, allowing you to expand or minimize them based on the information you need to view.

The System Information section displays system-tracked information that cannot be edited, including:

The Assigned Jobs section displays all jobs currently or previously assigned to the candidate. You can customize the columns and resize them based on your requirements.

You can also perform several column-level actions, including:

Click the candidate icon to open the job-specific information panel. From here, you can:

This makes it easy to manage job-specific details and review candidate responses without leaving the candidate profile.

Click the three dots next to the job name to perform actions such as:

Select multiple jobs to perform bulk actions such as:

For candidates who are contractors, the Timesheets tab displays all timesheets associated with their Contract and Contract-to-Perm jobs.

You can search, filter, customize columns, and manage timesheets directly from this tab.

Please note: The Timesheets tab is only available for candidates who are contractors.

The Questions section displays responses collected from candidates through application forms or custom questionnaires.

You can:

The Hotlists section displays all hotlists the candidate belongs to. You can resize and sort the columns and manage hotlists directly from this section.

You can also edit a hotlist or remove the candidate from it without leaving the Candidate Details Page.

The Related Emails tab displays email conversations associated with the candidate, including emails exchanged with addresses saved in the candidate profile and custom email fields.

Emails are displayed in a Sender → Recipient format. You can click Reload to refresh and resync email content, or View All to see all conversations with the candidate.

Note: In the Mailbox section, the Sender → Recipient format does not apply.

The Related Deals section displays all deals associated with the candidate, helping you track placements, negotiations, and progress.

You can resize and sort columns, as well as archive, unlink, or delete deals directly from this section.

You can also take action on deals directly from this view without leaving the candidate profile. Click on the three-dot menu that lets you quickly archive, unlink, or delete the deal.

You can also add a new deal or link the candidate to an existing deal.

The Contacts Pitched section shows the contacts the candidate has been pitched to, helping you track outreach and pitch progress.

You can perform actions on pitch records individually or in bulk, including:

You can also pitch the candidate to another contact directly from this section.

The Files section contains all files linked to the candidate, including resumes and supporting documents. You can upload new files and create folders to organize candidate documents.

The Candidate History tab provides a record of jobs the candidate has been assigned to or applied for, including past, closed, and unassigned jobs. Related notes and remarks are also available for reference.

The Invoices section lets you view and manage invoices linked to the candidate. You can resize and sort columns and perform actions on invoices directly from the page.

For bulk actions, you can:

For individual invoices, click the three dots menu to:

You can also edit an invoice by hovering over it and clicking the pencil icon.

This section lets you connect and communicate with candidates directly through LinkedIn when the integration is enabled. It brings LinkedIn conversations with each candidate into Recruit CRM, allowing you to view, send, and receive messages without leaving the platform. This makes it easier to keep track of conversations, manage follow-ups, and continue candidate engagement directly from their profile.

The new Candidate Details Page brings candidate information, activities, jobs, communications, deals, files, and other related records into a more organized and customizable interface. With flexible layouts, customizable widgets, and quick actions, you can tailor the candidate profile to your recruiting workflow and access the information you need faster.