What does this feature do & when to use it?
The Work and Education History feature lets you store candidates' work or education details as separate categories in their profiles. You can easily add work and education history while adding a candidate by scrolling down the Add Candidate form. You can use this when:
You are adding a new candidate and want to capture their work and education history immediately.
You want to view all saved work and education details in a single place in the candidate profile.
You need to add additional work experience or education entries to an existing candidate.
You want to clean up a profile by deleting outdated or incorrect work or education records.
Before you begin
Please note:
You should have access to add and edit candidate records in your account.
Have the candidate’s work experience and education details ready (job titles, companies, dates, institutions, degrees, etc.).
Remember that work and education details are stored as separate categories under the Work and Education History feature.
How to Add Work & Education History in Candidate Profiles 📗
1. Click on the Global Add plus icon in the top-right corner of the screen. This opens the main menu to create a new record.
2. From the dropdown menu, select Candidate to open the Add Candidate form.
3. In the Work History and Education History sections, enter all the required details for the candidate’s work experience and education. These two sections here store candidates' work or education details as separate categories with the Work and Education History feature.
4. When finished, click the Submit button to save the candidate record.
How to View Saved Work and Education History in the Candidate Profile? 👀
Once the details are added and the record is saved, open the candidate’s profile.
Within the Details area, locate the Work History and Education History categories.
You can easily expand the collapsible section from the categories to move across the fields and view more information by clicking on this.
Use the expanded view to review or scroll through all stored fields for each entry.
Identifying Missing Work or Education History
On the Candidate List page, “Not Available” is displayed when a candidate does not have any work history or education history. This makes it easier to identify missing information at a glance.
How to Add Additional Work Experience or Education Entries? 📚
1. In the same Details section, click Add Experience to add more work history entries, or Add Education to add additional education records.
How to Delete Work or Education History Entries? ❌
1. Deleting work or education history from a candidate profile is easy.
2. To delete an existing work or education entry, click on the trash icon against the field that you no longer require.
3. A confirmation pop-up menu will appear.
4. When the confirmation pop-up appears, click Sure to confirm deletion and remove the entry from the candidate’s profile.
Troubleshooting
Problem: Work or education details are not visible in the candidate profile
Problem: Work or education details are not visible in the candidate profile
Likely cause: The sections were not filled out or the record was not saved.
What to check: Confirm you scrolled down the Add Candidate form, entered the details in Work History and Education History, and clicked Submit.
Resolution path: Edit the candidate, add the missing details in the Work History and Education History sections, and save again.
Problem: Cannot find the Work History or Education History sections
Problem: Cannot find the Work History or Education History sections
Likely cause: You are not looking under the All Details section or the categories are collapsed.
What to check: Open the candidate profile and go to All Details. Check under Details for Work History and Education History and see if they are collapsed.
Resolution path: Expand the collapsible section from the categories by clicking on it and then drag or scroll to move across the fields.
Conclusion:
Managing work and education history in candidate profiles is straightforward: add details while creating the candidate, review and expand them under All Details, and use Add Experience, Add Education, and the trash icon to keep records accurate. I Hope this helps.