Candidate Appearance is a feature that allows you to customize the layout of your candidate exports. Say 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 and manage them, and more!
Please note 📚
Only 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 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 profiles that meet your needs!
Pro Tip 💡
Field Management is your central hub for creating, renaming, and managing both custom and default fields. Find it under Settings → Candidate Settings → Field Management. Learn more about it in our Help Center article.
What can be customized with Candidate Appearances?
Candidate Profile
The candidate profile showcases the most relevant details about the candidate, which will show up once the resume is exported.
Candidate Form
The internal review edit form users fill out when preparing the candidate. 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.
How to Create a Candidate Appearance?
Creating a Candidate Appearance from scratch is a breeze:
Click on the "Create New Candidate Appearance" button.
Enter an appearance name.
Next, navigate through each tab (Candidate Profile, Candidate Form, and Data controls) to customize them as desired.
Inside each of these, create and name sections, and select the desired fields from the menu with all available default and custom fields.
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 → Candidate Settings → 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:
Click on the appearance you wish to duplicate.
Hit the "Duplicate" button.
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:
Click on the desired appearance.
Click the "Set as Company Default" button.
How to Delete an Appearance?
Deleting an appearance is simple and straightforward:
Click on the appearance you wish to delete.
Hit the "Delete" button.
How to Set a Candidate Appearance for a Candidate and Export it?
Navigate to your Candidate Database or Candidately tab in your candidate records in Bullhorn, open the candidate, and choose your desired Candidate Appearance from the top dropdown menu.
Review and Edit: Review the profile on the left side of the screen, and make any necessary edits on the right side by clicking the "Edit" button on the top right corner.
Export the AI resume!: Once you are happy with the information displayed in the candidate profile, click the export button at the top to download it as a PDF file, or save it back to Bullhorn. You are now the owner of a beautifully reformatted profile that your clients will love!
👋 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.