Applicant and Candidate drawers

This article describes the Applicant and Candidate drawer features within the recruitment module.

The drawer is a dynamic side panel within the recruitment module that allows you to quickly view and interact with a candidate's profile, without navigating away from the main applicant list or pipeline view. It provides a centralized space for accessing all relevant candidate information and taking action efficiently.

To open the drawer, access your recruitment project and click on the candidate card in the Board tab or the candidate/applicant name in other tabs.

Applicant drawer

Overall, it's constructed similarly to the candidate drawer described in detail below, with several differences.

Under the three-dot button, you'll find the Delete option. Two buttons under the name allow you to:

• Move to the pipeline. The dropdown lets you choose a particular step.
• Decline this applicant.

On the left-side panel, you can switch between the Applicant overview, CV, and Dialogue tabs.

The Applicant overview tab displays application details and other roles for which the individual has applied or been considered. From here, you can withdraw applications or mark them as anonymous.

Candidate drawer

Navigation and actions

The top bar allows you to:

1. Move the candidate through the pipeline steps
2. Navigate between candidates
3. The three-dot button opens the possibility to:
   • Remove this candidate from the pipeline
   • Generate Candidate report
   • Format CV with HireAra integration
4. The cross button will close this candidate drawer.

Candidate overview

This tab displays essential candidate details.

1. Name and title

2. Action buttons to hire or decline

3. General info:

• Location
• Date of birth
• Mobile phone
• Email
• Responsible
• Identification (this field appears if Tusdatos – background check for Colombia is activated)

4. Custom fields

Any additional info based on the company-specific recruiting workflow. You'll be able to read more about custom fields here.

You can set and update 2 types of custom fields in the candidate drawer:

• Pipeline fields - Specific to the current project.
• Candidate fields - Department-level fields that follow the candidate across projects. Read more about their setup here.

5. Attributes

You can read more about candidate attributes here.
 

6. Files

This feature allows immediate file uploads to candidate records and accessing resumes, portfolios, assessments, and other documents without navigating to separate sections. You can preview documents instantly, reducing download times and potential security risks. Additionally, our AI can help decode complex documents, providing summaries and cross-language translations.

7. Notes

Pipeline notes will appear only here, in the candidate drawer, and General notes will additionally appear on the candidate card in the Notes section. Neither of these notes is visible to the candidate.

8. Activity log

• Interview history
• Comments from the hiring team
• Status changes (e.g., moved to "Interviewed")
• Assessments sent

Interviews

It shows past and upcoming interview details. You can also register new interviews.

CV

Here you can view and edit the candidate's resume with the following details:

• Work experience
• Education
• Skills
• Project experience
• Course and certification
• Languages
• Driving licenses
• Attachments (the same as Files in the Overview tab)

Meetings & Tasks

This section centralizes upcoming and previous meetings, to-dos, and completed tasks related to the candidate. You can schedule meetings and assign tasks directly from this section.

References

It contains details for professional references provided by the candidate.

Dialogue

It is a full conversation history between the recruitment team and the candidate, including emails and SMS messages.