Candidate profile in pipeline view overview

Start the demo and click the blinking blue beacon to advance to the next step.

The candidate profiles consist of the following parts:

The toolbar

The toolbar can be found at the top of every candidate profile on the desktop and at the bottom of the profile in the mobile app. It contains fast access to the actions you want to take next.

❗The visible actions will depend on the member's role in the job and the job stage so they may vary. Also, note that the toolbar adjusts the visible actions to your screen size so check the "More actions" menu to reveal all available actions.
Clicking an action will open an action drawer on the right where the action will be set up and performed. 

The most common actions are: 

• Email a candidate (+ send emails with a delay)
• Text a candidate (premium tool) 
• Schedule an event
• Add a comment
• Evaluate a candidate
• Disqualify a candidate
• Move them on to another stage in the recruiting pipeline

Clicking the More actions menu on the toolbar's left opens a menu to reveal all additional candidate actions like:

• Request e-signature 
• Request background check
• Request reference check
• Save candidate
• Snooze candidate 
• Share candidate 
• Print profile
• Copy to job
• Move to job
• Delete candidate
• Edit candidate 

If you integrate your Workable account with one or more of the video interview, assessment, or HRIS providers we're partnering with then you may see extra icons in certain stages. These icons will let you send a video interview or assessment to a candidate or export the candidate to your HRIS.

Similarly, extra icons will appear for Workable Video interviews and Assessments if you have configured them for the stage. 

The candidate

Under the toolbar, you’ll see a panel with some basic candidate details like: 

• Name
• ‘Headline’; the candidate’s current job title (if provided)
• Recent work experience
• Candidate location (with source explanation and the option to edit)
• Phone number (if provided)
• Tags (you can add a new tag from the + plus icon next to existing tags) 
• List of followers and actions to follow a candidate or add a follower 
• Source
• Evaluations for the current stage
• Displaying the photo is an option that can be turned on or off under your Privacy settings

Timeline (split into multiple tabs) 

The timeline is a record of all the activities that happen for a candidate in Workable. For better navigation and easier information tracing the full timeline is split into multiple tabs per category:

• Profile
• Timeline
• Communication
• Review
• Comments
• Offer
• Files

Profile

In the profile tab, you will find: 

• All the information provided by the candidate when they applied for the job: work experience, education, skills and matches to any keywords included in your opening
• If you or the candidate uploaded a resume file, you’ll see that displayed here
• Custom fields (if any)
• Contact details; You can include multiple email addresses and phone numbers, but one of each will be listed as the ‘primary’ and will be used when you contact the candidate
• Option to view the LinkedIn Recruiter version of the candidate 
• Social profiles
• Candidate answers to application questions
• Referrals information (if the candidate has been referred)

Timeline (all items)

Here, you will find all the activities that happened for the candidates since they entered Workable. 

Communication

• Messages: Emails and text messages with the candidate (also via automated actions) will be listed here. You can adjust their visibility from the arrow menu. Simple e-signature requests will be visible here as well. 

• Events: All scheduled events with the candidate will be listed here. 

Review

• Evaluations: Here you will see all evaluations submitted for the candidate since the beginning of the hiring process. To limit bias, when a group of users is invited to an event, their evaluations for that event are hidden from each other until they submit their own evaluation. Super & recruiting admins are excluded from this rule.
• External feedback: Candidate feedback left while sharing a candidate externally
• Assessments: Your candidate’s assessments will appear here.
• Video Interviews: Your candidate’s video interviews will appear here.
• Reference checks: The candidate's reference check information will appear here.
• Background checks: The candidate's background check information will appear here.

Comments

Comments left for the candidate will be listed here. You can adjust their visibility from the arrow menu. Candidates will never see these comments. They are only for internal use. 

Offer

This tab will appear if you have sent or completed an offer e-signature request to the candidate. Offer audit trails will also appear here. 

Files

If a file was attached to a comment or email then a Files tab will be displayed. This makes it easy to jump straight to the files you need and means there’s no need to hunt through the candidate timeline. These files could be anything from a candidate's resume to the results of an assignment.

E-signature completion and offer acceptance files will also appear here.

Candidate overview

On the right, you will see a side panel with important information for a quick scan and instant actions like:

• Latest activities in the profile (comments, messages)
• Other candidacies 

The candidate overview will not be visible if there is no content in the overview sections or if your screen is not large enough. To utilize this feature on smaller screens (laptop) we suggest either using an external monitor or collapsing the candidate list on the left side.

In the below example, we can see the next scheduled call we will attend and the latest comments/messages for this candidate.

In mobile apps, you can review candidates and interact with them on the go.