All Collections
Candidate profiles
Customized Candidate Presentations: A Guide to Candidate Appearances
Customized Candidate Presentations: A Guide to Candidate Appearances
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. It's not just about the look; it's about presenting candidate information in the order that best suits your team and client's expectations and needs.

This guide will walk you through the ins and outs of customizing your Candidate Appearances, 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 on the candidate profile and card on the client's view (both on desktop and mobile), and the candidate internal Review form. This feature provides the flexibility to mix, match, remove, and move fields and sections, enabling you to create multiple fully customizable candidate presentations that meet every client's exact needs.

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.

What can be customized with Candidate Appearances?

Candidate Profile

The main section on each candidate's full profile. Visible to your clients, this showcases the most relevant details about the candidate.

Candidate Form

The internal Review & Activate edit form users fill out when preparing the candidate submission. Admin and Owner type users can also set fields to required or optional, as shown below, to ensure all relevant information is presented to clients.

Candidate Card - Desktop

The information on the card showcases relevant candidate details and is visible to your clients when navigating the portal from their desktop devices.

Candidate Card - Mobile

The information on the card showcases relevant candidate details and is visible to your clients when navigating the portal from their mobile devices.

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.

  3. Next, navigate through each tab (Candidate Profile, Candidate Form, Candidate Card - Desktop, and Candidate Card - Mobile) to customize them as desired.

  4. Inside each of these, create and name sections, and select the desired fields from the menu with all available default and custom fields.

  5. To add a new section, click on "Add section" and use the same intuitive steps to continue customizing your new appearance. Once done, hit "Save".

Keep in mind 🧠 : Each tab is independent, meaning fields you select will only be added to that specific tab. Ensure all fields you wish to keep editable, are included in the Candidate Form tab.

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 menu list containing all available fields. Add sections by clicking the "Add section" button. For profiles and forms, when adding a section, don't forget to name it on the left menu. To delete fields or sections, click the "x" on the field.

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.

Did this answer your question?