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Customized Candidate Presentations: A Guide to Candidate Appearance
Customized Candidate Presentations: A Guide to Candidate Appearance
Updated over a week ago

Candidate Appearance is a feature that empowers you to redefine the way you customize your candidate presentations. Say Goodbye to fixed layouts and Hello to the freedom of creating unique candidate appearances tailored to your requirements. This guide will walk you through the ins and outs of Candidate Appearance, including how to create, manage them, and more!

Please note πŸ“š : Owner and Admin type users can create and manage Candidate Appearances.


What are Candidate Appearances?

Candidate Appearances are customizable templates that allow you to rearrange all fields, both default and custom, into unique sections. This feature provides the flexibility to mix, match, and move fields and sections, enabling you to create candidate presentations that meet your exact needs. It's not just about the look; it's about presenting candidate information in the order that best suits your client's expectations.

Pro Tip πŸ’‘: Field Management is your central hub for creating, renaming, and managing both custom and default fields. Find it under Settings β†’ Candidate Settings β†’ Field Management. Learn more about it in our Help Center article.

How to Create a Candidate Appearance?

Creating a Candidate Appearance from scratch is a breeze:

  1. Click on the "Create New Candidate Appearance" button.

  2. Enter an appearance name and create and name your first section.

  3. Select the desired fields for the section from the menu on the left with all available default and custom fields.

  4. Click on "Add section" and use the same intuitive steps mentioned above to continue customizing your new appearance and once you're done simply hit "Save".

How to Edit a Candidate Appearance?

To edit a Candidate Appearance, navigate to Settings β†’ Candidate Settings β†’ Candidate Appearance, and click on the appearance you wish to edit. Next, simply click on the "Edit" button.

Here's a breakdown of editing options for the appearance, its fields, and sections:

  • Renaming: Change appearance and section names effortlessly by just clicking on them. Learn how to create or rename fields, both default and custom, by visiting our Field Management Help Center article.

  • Rearranging/Reordering: Drag and drop fields and sections using their left-side handle.

  • Adding/Deleting: Add fields by clicking on the section you wish to add them to, and selecting them from the left-side menu list containing all available fields. Add sections by clicking the "Add section" button on the top right corner. When adding a section, don't forget to name it on the left menu. To delete fields or sections, click the "x" in the top right corner.

How to Duplicate a Candidate Appearance?

Duplicating a Candidate Appearance for reuse is simple:

  1. Click on the appearance you wish to duplicate.

  2. Hit the "Duplicate" button.

  3. Further customize the copied appearance to fit your needs.

How to Set a Candidate Appearance as Default?

To make an appearance the default company-wide template:

  1. Click on the desired appearance.

  2. Click the "Set as Company Default" button.

How to Delete an Appearance?

Deleting an appearance is simple and straightforward:

  1. Click on the appearance you wish to delete.

  2. Hit the "Delete" button.

  3. If the appearance is in use, you'll be prompted to reassign these lists to any other available appearance.

How to Set a Candidate Appearance to a List?

Simply select the desired Candidate Appearance from the list creation form:

Additionally, to apply a Candidate Appearance to a list after list creation follow the simple steps below:

  1. Navigate to List Configuration β†’ General β†’ Candidate Settings β†’ Candidate Appearance.

  2. Select the desired appearance from the dropdown menu within the company-wide available appearances.

πŸ‘‹ We are always here for you if you need us!

Remember, our whole team is around, almost 24/7 to support you! In fact, you can simply press the messenger button on the bottom right of this page to start chatting with us! Our team will be happy to assist you.

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