Using the Smart Profile

Welcome to the new candidate profile: Smart Profile. Many aspects of the new Smart Profile have been designed to match the functionalities of your previous workflows and to elevate your experience with new features.

Enhanced design and user experience: The new Overview tab showcases a sleek and user-friendly design that elevates your interaction with candidate profiles. Experience a smoother, more intuitive navigation that accelerates your workflow.
Share and collaborate: Collaborative recruiting has never been easier. The Overview tab lets you easily share candidate profiles with your TA colleagues and Hiring Managers, fostering seamless collaboration and ensuring everyone is on the same page.
Skills insights: Gain deeper insights into candidate skills to make more informed decisions. You can now view skills inferred by Beamery AI and declared by the candidate. Find well-qualified matches for your reqs quicker with a clearer understanding of each candidate's matching and missing skills.
Access anytime, anywhere: With improved responsiveness and accessibility, the Overview tab empowers you to access critical candidate information from your desktop, tablet, or smartphone. Stay productive, no matter where you are.

Profile Header

Profile Tabs

Profile Workspaces

At the top of all Beamery profiles, you’ll see the profile header. This header remains the same as you move through profile tabs. The profile header contains all of the at-a-glance information you need on a candidate, and the buttons you’ll use to take action on the profile.

The diagram that follows will detail all of the elements of the profile header and how they are used.

a	Contact Name - the contact’s full name Copy - shortcut to copy the contact's full name Edit - edit the contact's name
b	Contact Type (if available) - Employee or Alumni Job Title - the contact's current job title Primary Company - the contact's current company Location - the contact's current location
c	Email - click an email address to begin sending the contact a 1:1 email Phone Number - click a phone number to begin sending the contact an SMS message (if available)
d	Consent Status ATS - view or copy the ATS ID, view the contact in Workday or add the contact to Workday.
e	More Options Find Similar Contacts - search your database for contacts with similar skills and titles Manage Confidentiality - update a contact's confidentiality settings Set Data Privacy - define the privacy settings for the contact Delete - permanently delete the contact from Beamery Create a Task - quickly create a task for yourself or another use associated with this contact. Download PDF - download a PDF of the contact's Beamery profile Share - easily collaborate with your Hiring Manager or TA team on Candidate Review, click here and then choose the vacancy you think this profile is a great fit for, select the name of the person you’d like to review the profile, and any details you would like to include about why you think the profile to be a good fit. You can choose to attach the LinkedIn profile link and any profile attachments to the message (recommended). This action then sends an email to your colleague or Hiring Manager, letting them know you’d like them to review a potential candidate.

Profile Tabs

Profile tabs house all the data for the contact. They include Skills, a record of all custom fields, their work history and more. Use these tabs to learn more about the contact and get a clear understand of them as a candidate. Learn more about profile tabs by clicking here.

Profile Workspaces

Profile workspaces are where you can easily find key items needed to take action on a candidate. With quick access to tools like attachments, Pools, Vacancies and more, Workspaces is where you can set all your recruiting activities into motion. Learn more about what all is included in Workspaces and how to leverage them here.

Table of Contents

Profile Header

Profile Tabs

Profile Workspaces