Both the mini and full profile views provide you with an overview of candidate activity and engagement. You can view their career history, highlight priority candidates and communicate with other recruiters on the candidate profile to make sure you have the most up-to-date information on each candidate.

Table of Contents

Finding & Opening a Candidate Profile

You can open and view a candidate's profile from any place in Beamery that you can see a candidate's name - including the People, Pool and Vacancy tabs of the CRM, as well as the Campaigns dashboard and reports.

To open a candidate's profile from your CRM database, simply navigate to 'People' by clicking on the icon in the left-hand navigation menu. 

You can use filters within your contacts grid to search for relevant candidates. To open a profile, simply click on a contact's name.

The contact's profile will open to the right of your screen. The contact profile is organized around six tabs:

• Overview - manage candidate profile
• Custom Fields - make updates to custom fields 
• Vacancies - view all of a contact's vacancies
• Pools - view all of a contact's pools
• Timeline - history of all activities and messaging
• Attachments - upload & view documents

To view a contact profile full screen, click the expand icon in the left-hand profile toolbar. This will open the contact profile full screen in a new tab. 

Updating a Contact's Primary Information

To update contact information such as first, middle and last name, click on the pencil icon next to the contact's name. Make the desired changes and click save.

Viewing Work Experience

You can view a summary of a contact's work history from within the overview tab of the contact profile. Simply navigate to the Overview tab and scroll down to view their Experience.

From there, you can use the "+" button to add work history or click the pencil icon next to a work experience entry to edit the details.

Adding Candidates to a Vacancy

You can add a prospect to a vacancy from their profile. To allocate a vacancy to a prospect, click on the briefcase icon in the profile workspace. Then click "Add to vacancy".

A window will appear in which you can select the vacancy you wish to add the contact to. Filter the available vacancies by owner to easily find what you need. Once selected, click save.

Managing a Candidate's Priority in a Vacancy

You can assign different priorities to candidates depending on their qualifications and preference for a role.

Navigate to the vacancy workspace and locate the vacancy you wish to update. Click "Application priority" and a drop-down of candidate priority options will appear:

• High Priority
• Medium Priority
• Low Priority 
• Undetermined

Managing Candidates Through Vacancy Stages

When a candidate has been assigned to a vacancy, you can update their vacancy stage from the vacancies workspace on the profile.

On the vacancy you wish to update, select the drop-down menu for "Stage". The drop-down contains your organization's vacancy stages. Select the vacancy stage you wish to add the candidate to. The candidate will automatically move to the selected vacancy stage. 

Adding Candidates to Pools

Contacts can also be added to Pools from the pools workspace on the contact profile. Locate the folder icon in the workspaces menu bar and then click "Add to pool".

A window will appear in which you can select the pool you wish to add the contact to. Filter the available pool by owner to easily find what you need. Once selected, click save.

Adding Candidates to Campaigns

In the panel to the right, you can add candidates to Campaigns by clicking on the "+" and selecting "Add to a campaign" from the drop-down list. 

From there, a window will appear where you can choose the live campaign you wish to add the contact to. 

Tasks

You can create tasks for yourself or assign tasks to team members by clicking on the tasks icon in the header of the contact profile. 

Within the "Create Task" window, you can
- Name and describe the task
- Assign it to user
- Assign a due date
- Mark task as related to Pool or Vacancy (optional)
- Mark the task visible to everyone in your organization or choose only specific people to view the task

Once your task is ready click on the "Create Task" button

The task will immediately appear in the candidate's History log. 

Candidate Activity and Engagement Status

You can quickly see if a prospect has been contacted, if they are slipping away, if the prospect is "active", or if they feature on a do-not-contact list based on data synchronized from your email account as well as Beamery.

The candidate activity and engagement status will show at the top of the candidate's profile. 

• Not contacted means you or your team members have not yet contacted the candidate
• Contacted means you or a team member has emailed or sent a campaign to the candidate
• Engaged means you have contacted the candidate and their last email interaction is equal to or less than 14 days ago
  
• Slipping away means you have contacted the candidate but their last email interaction is more than 14 days ago
• Do not contact means the candidate profile has been flagged "Do not contact" and the contact will be blocked from receiving any direct or campaign messages 
• Do not campaign means the candidate has been flagged "Do not campaign" via an automated recipe and the contact will be blocked from receiving campaign messages only