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.
Table of Contents
| Profile Header |
| Profile Tabs |
| Profile Workspaces |
Profile Header
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.
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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.
Overview Tab
In the Profile Overview tab, you will find all of the fields that appear as standard on a Beamery profile. To navigate to the profile tab from any other tab, click Overview just underneath the profile header.
The diagram that follows will detail all of the elements of the Overview Tab and how they are used.
Profile Summary - This section contains all profile tags and a free text field where a summary can be left for colleagues taking a look at the profile. This field is useful if there is important information that everyone looking at this profile should be aware of. Click the '+' in the top right to add, edit or remove a summary or profile tag.
Experience - Here you will find a contact’s professional experience. Experience entries can be added manually by clicking the ‘+’ icon in the top right of the block or added automatically via attachment parsing. Click the pencil icon to make changes to an existing entry.
Skills - Here you can view the skills that have been added to a contact. Declared Skills are skills found in the contact's CV/resume or in their application. Suggested Skills are skills Beamery's AI has inferred from the contact's primary job title. Skills can also be added via attachment parsing.
To edit Declared Skills, click on the '+' in the top right corner. Search for the skill in the dialogue box that appears and then click 'Save'.
Education - Here you will find a contact’s education and qualifications.
Locations - Here you can view and update a contact’s preferred locations. Click the pencil icon next to an entry to edit an existing preferred location or click the '+' at the top right corner to add a new one.
Global Tags - In this area, you can see the Global Tags that have been applied to this contact. To add a new Global Tag to a contact, click on the '+' in the top right of this section and choose Global Tags. Then use the dropdown list in the next window to select the Global Tag you would like to add. To remove an existing Global Tag, click on the ‘x’ next to the tag.
Profile Tags - In this area, you can view the Profile Tags that have been added to a contact. To add a new Profile Tag to a contact, click on the '+' in the top right of this section and choose Profile Tags. Then use the dropdown list in the next window to select the Profile Tag you would like to add. If the tag you want to add doesn't already exist, you can create it within the same window. To remove an existing Profile Tag from a profile, click on the ‘x’ next to the tag.
Languages - In this block, you can view and edit the languages a contact speaks. Click on the pencil icon next to an entry to edit an existing preferred location or click the '+' at the top right corner to add a new one.