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Smart Profile - Workspaces

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Workspaces

In the new Smart Profile, Beamery has relocated many features to the right-hand side of the profile (called Workspaces) to offer an improved and in-depth view of the many actions users may want to take on a candidate's profile. 

Table of Contents

Hiring Hub
Attachments
Pools
Vacancies
Campaigns
History Log


Hiring Hub Workspace

The Hiring Hub puts all the necessary Recruiter tools in one, quick-access space. Update a contact's status, details like email address and phone number, assign them to a Pool, Vacancy or Campaign and more. 

Attachments Workspace

View all attachments associated with the contact profile. Add or remove an attachment. Open the attachment in a new tab or generate a temporary link to the attachment. 

Notes Workspace

Add, review, edit or reply to public notes created by others or notes created by you on the candidate profile. Notes can be filtered by type, tags, creators, vacancies and/or pools.

Inbox Workspace

View all communication with the candidate from the Inbox tab. Filter by emails or SMS messages. Click on an email to respond directly within Beamery. 

Pools Workspace

An overview of all Pools a candidate is currently a part of. Remove a candidate from a Pool, change their Pool step. Search for a specific Pool. Add a candidate to a Pool.

Vacancies Workspace

An overview of all Vacancies a candidate is currently a part of. Remove a candidate from a Vacancy, change their application priority or stage. Copy the Vacancy ID. Search for a specific Vacancy. Add a candidate to a Vacancy.

Campaigns Workspace

An overview of all Campaigns associated with a candidate. This includes live and past Campaigns. Remove a candidate from a live Campaign, view the analytics of any Campaign, or add a candidate to a new Campaign all from the Campaign Workspace. 

 

History Log Workspace

A historical log of all updates, notes, emails and SMS messages associated with a contact. Filter the list by type to find what you need fast.