Editing Candidates

Editing Candidate Information

Keep candidate profiles accurate and up-to-date with easy editing capabilities.

When to Edit Candidates

Common scenarios:

• Correcting typos: Fix name or email mistakes
• Adding information: Include phone number or LinkedIn URL
• Updating status: Reflect latest interview stage
• Adding notes: Document conversations or insights
• Uploading better resume: Replace with more recent version

How to Edit a Candidate

1. Find the candidate - Navigate to your campaign and locate the candidate
2. Open profile - Click the candidate's name
3. Click "Edit" - Button appears in top right of profile
4. Modify fields - Update any information
5. Save changes - Click "Save" when done

Editable Fields

Basic Information

• Name
• Email address
• Phone number
• Current company
• Current position

Professional Links

• LinkedIn profile URL
• Portfolio website
• GitHub profile
• Other social media

Resume & Documents

• Upload new resume
• Replace existing resume
• Add cover letter
• Add portfolio samples

Experience & Skills

• Years of experience
• Key skills (add/remove tags)
• Education details
• Certifications

Internal Notes

• Recruiter notes
• Interview feedback
• Status and stage
• Custom fields

Impact on Assessments

Minor Edits (Contact Info)

Changing email, phone, or LinkedIn URL does not trigger re-assessment.

Major Edits (Resume, Skills)

Updating resume, skills, or experience may trigger re-assessment if auto-assessment is enabled.

Manual control: Disable auto-assessment in campaign settings to control when re-evaluation happens.

Bulk Editing

Edit multiple candidates simultaneously:

1. Select candidates - Use checkboxes on candidate list
2. Click "Bulk Actions"
3. Choose "Edit Selected"
4. Update common fields:
   • Status/stage
   • Tags
   • Notes
   • Assignment to team member
5. Apply changes

Use case: Moving several candidates to "Interview Stage" at once.

Resume Management

Replacing a Resume

1. Open candidate profile
2. Click "Edit"
3. Scroll to "Resume" section
4. Click "Replace Resume"
5. Upload new file
6. Save

Old resume is archived, not deleted (accessible in version history).

Resume Versions

View all resume versions uploaded for a candidate:

1. Open candidate profile
2. Click "Resume History"
3. See list of all versions with upload dates
4. Click any version to view
5. Click "Restore" to make an old version current

Useful when candidate sends updated resume.

Candidate Status Tracking

Track where candidates are in your pipeline:

Available statuses:

• New
• Reviewed
• Phone Screen Scheduled
• Interviewed
• Under Consideration
• Offer Extended
• Hired
• Rejected
• Withdrawn

Custom statuses: Add your own in campaign settings.

Changing Status

1. Open candidate profile
2. Click current status dropdown
3. Select new status
4. Optionally add note explaining change
5. Save

Status changes appear in candidate activity timeline.

Undo Changes

Made a mistake?

• Immediately after saving: Click "Undo" notification
• Later: View edit history and revert specific changes

Viewing Edit History

1. Open candidate profile
2. Click "History" tab
3. See all edits with:
   • What changed
   • Who made the change
   • When it happened
4. Click "Restore" on any historical version

Deleting Candidates

Remove candidates from campaign:

1. Open candidate profile
2. Click three-dot menu (•••)
3. Select "Delete Candidate"
4. Confirm deletion

Warning: Deletion removes:

• Candidate profile
• All assessments
• Team comments and notes
• Assessment history

Alternative: Change status to "Rejected" or "Withdrawn" instead of deleting to preserve data.

Best Practices

Verify before assessing: Double-check candidate information accuracy before requesting AI assessment.

Document changes: When making significant edits, add a note explaining why (helpful for team context).

Preserve history: Use status changes instead of deletion to maintain historical data for future reference.

Next Steps

• Request new assessment after major edits
• Add notes and comments for team collaboration
• Compare updated candidates to others

Quick Tip

Keyboard shortcut: Press 'E' while viewing a candidate profile to immediately enter edit mode.