Using candidate summary template (New UI) | Recruit CRM

What this feature does and when to use it?

Candidate Summary Templates allow you to create reusable templates using candidate field placeholders. These templates help standardize candidate summaries, reduce manual effort, and ensure important candidate information is presented consistently. You can also set a default template that is automatically applied whenever a new candidate is added.

This feature is useful when you want to:

Standardize candidate summaries across your team.
Create reusable templates for different hiring workflows.
Set a default summary template for newly added candidates.
Quickly generate or update candidate summaries while editing candidate records.

Before you begin:

Please note: You can create up to 100 templates on the Business plan and Enterprise plan and 1 template on the Pro plan.

Create and use candidate summary templates

To create a candidate summary template:

Navigate to Admin Settings > Data Customization > Candidate Fields and click New Candidate Summary Template.

Recruit CRM also provides Sample Template 1, Sample Template 2, and Sample Template 3 as ready-to-use templates. These templates have been added as ready-to-use starting points and can be further customized based on user requirements using the tools available directly within the editor, making them useful if you do not want to create a template completely from scratch.
Enter a name for your template and use the placeholders to fetch information from candidate fields to the template. You can easily write the outline summary of the candidate with the help of the placeholders.

If you'd like Recruit CRM to automatically use a template for new candidates, click the three-dot menu (⋮) beside the template name and select Set as Default.

Once a template is set as the default, Recruit CRM automatically generates candidate summaries for all newly added candidates, whether they're added manually or through resume parsing. Existing candidates will need to be updated manually.

Next, to generate a candidate summary using a template:

Add a new candidate or open an existing candidate's profile and click the Pencil icon to edit the record.
Navigate to the Candidate Summary section and select the required template from the dropdown.
Review the generated summary and click Submit to save your changes.
To view the generated summary, ensure the Candidate Summary field is added to the candidate profile, then click the File icon to open it.

Troubleshooting

Problem: I can't create a new candidate summary template.

Likely Cause: You've reached the template limit for your subscription plan.

What to Check: Verify how many templates already exist and confirm your current Recruit CRM plan.

Resolution: Delete unused templates or upgrade your subscription if you need additional templates.

Problem: My default template isn't being applied to new candidates.

Likely Cause: The template hasn't been set as the default, or the candidate already existed before the default template was configured.

What to Check: Confirm that the template is marked as Default and verify whether the candidate was created after the default template was configured.

Resolution: Set the required template as the default. Please note that default templates are only applied to newly created candidates.

FAQs

1. Does the default template apply to existing candidates?

No. Default templates are only applied to newly added candidates. Existing candidate summaries must be updated manually.

2. Can I change the template while editing a candidate?

Yes. You can select a different template from the Candidate Summary dropdown whenever you edit a candidate.

Conclusion

Candidate Summary Templates help you create consistent, professional candidate summaries while reducing manual effort.