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Candidate Card QuickLinks

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The Candidate Card Quicklinks menu features dynamic links that open detailed views or options related to the candidate.

 

 Phone QuickLink

If the device has the ability to place a phone call, the supported dial pad displays with the number auto-loaded for dialing.

A "star" icon indicates this is the preferred contact method.

 

 

 Email QuickLink

The Email QuickLink generates a new message window from the computer's resident email program. The email is automatically addressed to the talent, but can be edited. 

 

 

 Resume QuickLink

The Details QuickLink generates a new browser window containing the candidate's most recently parsed resume.

 

 

 Profile QuickLink

Clicking the Profile link from a candidate card opens a new browser tab containing a view of the individual's profile in the Talent section. 

 

 

 

Edit Profile in Talent

The profile contains information such as complete address, associated documents, and parsed resume information. 

EditProfileInTalent.png

 

 

General Information

 

Element Description
First name The candidate's first name.
Middle name The candidate's middle name.
Last name The candidate's last name.
Branch The branch with which the candidate interacts.

 

 

Edit General Information

 

  1. Select the   icon to edit any field in a candidate's existing contact information.

  2. Click on a field to edit the information.

  3. Select Done to save the changes and close the pop-up window.

 

 

Contact Information

 

Field Description
Home phone The candidate's home phone number.
Cell phone The candidate's cell phone number.
Email The candidate's email address

 

 

Edit Contact Information

 

 

 

  1. Select the   icon to edit any field in a candidate's existing contact information.

  2. Click on a field to edit the information.

  3. Click a star next to a field to highlight it as the preferred contact method.

  4. Select Done to save the changes and close the pop-up window.

 

 

Address

 

Element Description
Home The candidate's home address.
Alternate The candidate's previous or temporary home address.

 


Add an Address

Note: Only the primary address will be used in location based searches. 

 

  1. Select the   icon to add an address to the candidate's profile.

  2. Click on a field to enter information.

  3. Click Done to save the address and close the pop-up window.

 

 

Edit Address

 

 

  1. Select the   icon to edit any field in a candidate's existing address.

  2. Click on a field to enter information.

  3. Click Done to save the address and close the pop-up window.


 

Documents



The documents section contains any relevant attachments (resume, driver's license, etc.) that have been added to the candidate's profile.

 

 

Add a Document

 

  1.  Select the   icon to add a document to the candidate's profile.

  2. Click on the Select type field to categorize the type of document about to be uploaded.





  3. Click the   icon to access the computer's folders. 

  4. Navigate to the file in the computer's folders to be uploaded.

  5. Double-click the file or click Open once when the file is highlighted.

  6. Click Upload to upload the file to the candidate's profile. A confirmation message, "Upload Successful" will display when the document has been successfully uploaded.

  7. Click Done to close the window.



 

Delete a Document




 

  1. Click the  icon to the right of the document to be deleted. A confirmation window will display.




  2. Select Yes to confirm the deletion.

 

 

Job and Salary Expectations




Field Description
Current salary The salary the candidate most recently earned.
Min salary expected The salary the candidate is willing to accept for the position.
Job titles Position titles in which the candidate is interested.

 

 

Edit Job and Salary Expectations




  1. Select the  icon to edit data in the candidate's Job and salary expectations fields.

  2. Click on a field to enter information. 
    1. After entering text in the Position seeking field, click the   icon to add the title to the list of positions sought.
      • Remove a title by selecting the   icon next to the corresponding title.

  3. Click Done to save the changes and close the pop-up window.

 

 

Order History



The Order History area displays a log of order activity related to the candidate. The candidate status changes are reflected here, such as when an offer is made or a candidate is refused.

A reference check can be requested for the candidate through the aRefChex integration from this section. See the aRefChex help article for more information.


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