View Candidate Profile

Overview

This playbook covers how to view a Candidate's profile.

→ See 105 - Candidates for full product knowledge on what is stored on a Candidate profile.

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Method 1 — View from the Candidates Page

Best for: Looking up a Candidate directly in your CRM, regardless of which Positions they have applied to.

1. Navigate to the Candidates Page.
2. Click on the Candidate's name in the table. The Candidate's profile drawer opens with a summary of their contact information, status, Submissions, tags, links, and files.
3. To see the full Candidate profile, click View Profile in the drawer.

The full Candidate profile opens, showing the Candidate's information and the Activity, All Submissions, Text Messages, Emails, Notes, Files, and Links tabs.

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Method 2 — View from a Position's Submissions

Best for: Reviewing a Candidate in the context of a specific Position they applied to.

1. Navigate to the Positions Page and click on the Position.
2. Click View Submissions.
3. Click on the Candidate's card in Kanban view, or on the Candidate's name in List view. A drawer opens showing the Candidate's Submission alongside their profile tabs.
4. To open the Candidate's profile drawer, click the Candidate's name at the top of the Submission drawer.

→ See 701 - View-Submission for more information on viewing Submissions.

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Related Topics

105 - Candidates — Full product knowledge on Candidates and the Candidate profile
135 - Candidate-Views — Learn how to search and filter Candidates on the Candidates Page
701 - View-Submission — Instructions for viewing a Submission
101 - Platform-Links — Direct link to the Candidates Page