Creating & Editing Candidates
Candidate records are created in your system automatically when a candidate registers a profile in the mobile app for the first time. If the candidate already has a profile in your system, we will attempt to sync your profile with the mobile app profile when they log into the mobile app.
This article covers:
How to create a candidate manually
How to edit an existing Candidate
Scroll down to see a training video about adding & editing Candidates
How to create a candidate manually
Navigate to Candidates
Click on the 'Create Candidate' button in the top right hand corner
Fill in the required fields after the create candidate form appears
Click 'Create' to create the candidate and move on to another task - OR - click on 'Create & Edit' to create the candidate record and continue editing fields.
How to edit an existing Candidates
Navigate to Candidates
Search for any candidate you want to edit and open their profile
Click on the 'Edit Candidate' button, beneath the action buttons
Make any changes desired and then click on 'Update' to save the changes
This article covers:
How to create a candidate manually
How to edit an existing Candidate
Scroll down to see a training video about adding & editing Candidates
How to create a candidate manually
Navigate to Candidates
Click on the 'Create Candidate' button in the top right hand corner
Fill in the required fields after the create candidate form appears
Click 'Create' to create the candidate and move on to another task - OR - click on 'Create & Edit' to create the candidate record and continue editing fields.
How to edit an existing Candidates
Navigate to Candidates
Search for any candidate you want to edit and open their profile
Click on the 'Edit Candidate' button, beneath the action buttons
Make any changes desired and then click on 'Update' to save the changes
Training Video for Creating Candidates
Updated on: 09/06/2024
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