Managing Candidate Work & Education History in Recruit CRM

This feature allows you to add, view, edit, and manage a candidate’s Work experience and Educational details directly within the candidate's profile.

1. Open the relevant candidate profile in Recruit CRM and click on the Edit Candidate button (pencil icon).

2. Scroll down to the Work History or Education History section you want to update. Click on the pencil icon within that section, make the required changes, and then click Save to apply them.

Note: In the Description box, you can also format text using Bold, Italics, Underline, Bullet points, Numbered lists, and even add Hyperlinks.

Once you're done, hit the "Submit" button.

You can also edit Candidate Work and Education History from the "Details" tab under candidate profiles by clicking on the "pencil" icon.

You just need to follow these simple steps:

1. Go to Admin Settings and click on Candidate Fields under data customization.

2. Click on the "pencil" icon against the work or education history section to change the section name. You can also show/hide the education or work history sections using the toggle beside the section name.

3. You can turn the visibility toggle on/off to show/hide a field on the "Add Candidate" and "Edit Candidate" forms.

You can also make a field "Required" by hitting the checkbox against it. By making a field mandatory, you and your team will not be able to add/edit a candidate without filling in some data in these "required" fields.

Note: The "Educational Qualification" under the Education History section and the "Title" under the Work History section are default fields and can not be edited.

P.S. You can see multiple cascading-type sections divided into different categories in the admin settings.

When a candidate's resume is updated, the system identifies any manually added or edited work and education history entries. We understand the importance of the effort put into customizing the profiles, so we retain these specific entries.

Simultaneously, we automatically replace the remaining entries with the most recent data from the uploaded resumes. This ensures that you have access to the most up-to-date work and education history.

In cases where you use our Chrome extension to source and parse resumes, the override data option plays a crucial role. When the override data option is turned on, the system will replace all the work and education history entries with the data extracted from the resume, regardless of whether they were manually added or edited.

However, when the override data option is turned off, no changes will be made to work and education histories. This gives you more control over the data allowing you to retain manually added or edited information.

If a candidate manually enters their work and education history using the talent pool, or job application form, or when a candidate updates their resume from the profile update form, we preserve their entries in the original form.
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However, when the work and education history details are sourced from a resume then the information provided by the external forms is replaceable.

Hope this helps :)