The candidate profile is an essential part of Greenhouse Recruiting that centralizes all information and activities related to a candidate.
We updated the candidate profile based on your feedback, simplifying how you move from task to task and putting the most important details front and center. The new candidate profile is not only easier to use but also easier to learn, so you can more quickly onboard new members of your team.
The new candidate profile allows you to achieve the following goals:
- Access and edit candidate and application details in less time using a new collapsible side panel.
- Quickly view next steps with a new Tasks section.
- Collaborate with your hiring team more effectively with intuitively placed notes, alerts, and reminders.
With the new candidate profile, your team works quicker and more efficiently to move candidates through the hiring process while utilizing hiring best practices.
Quick start guide
To help you get started, we've created a list of common actions you may perform in the candidate profile and how to accomplish them in the new design.
| Action | Steps |
| Find a candidate's resume |
Click Resume on the right side of the header. You can also find the candidate's resume in the panel on the right side of the page under Candidate |
| Find candidate notes | Click the Notes |
| See the full list of jobs a candidate is on | Click the Candidate |
| Determine if the candidate is a duplicate | Click the Alerts |
| Navigate between candidates on the same job |
Use the arrows in the top right corner of the candidate profile. |
| Go to a job's dashboard |
From the navigational links in the top left corner, click the job name. If you've recently viewed the job, you can also click on the job name in the Recently Viewed menu in the bottom right corner of any page. |
| View all jobs for a candidate |
Open the tab on the right panel |
Changes to the new candidate profile
The new candidate profile brings you a variety of improvements to navigation, organization, and design.
Changes to the header
See key candidate information, like name, tags, and referrer, in a glimpse.
Important actions, like moving the candidate to another stage, are easily accessible from the header. Mark as hired will appear when a candidate is in the offer stage.
Use the ellipsis menu to access other actions.
Easily navigate back to a job using the navigational links at the top of the page.
As you scroll down the page, the header will minimize to show more information in the main panel.
Changes to the main panel
The main panel contains all the same key candidate activities as before with simplified navigation and workflow improvements.
A clear overview of each interview stage helps you move smoothly from one to the next.
Expand a stage to quickly access useful details, such as the interviewer's decision on the candidate. You can also take actions like scheduling interviews, sending confirmations, and assigning scorecards.
Changes to the right panel
Hide private candidate information using the toggle at the top of the right panel. Information like private custom application questions will be obscured.
Hover over a note to show an ellipse icon. Select Pin note to give it more visual prominence.
Take control of your to-do list with the new Tasks and reminders section.
Scorecards are simpler than ever before, with new tabs separating submitted scorecards from the attribute summary so you can view only as much detail as you need.
View offer versions more easily in the updated Offer details section. You can also view offers in the Offer stage.
New right panel
The new panel on the right side of the page expands and collapses for convenient multitasking.
Update a candidate’s information in a few quick clicks. View application details, including documents, forms, and background checks, in a single tab. Manage all of this, plus notes, alerts, and reminders, without ever leaving the main panel.
In the Application Details tab, you can manage the candidate's hiring team, attached documents, application question responses, and background check information.
Click the All Jobs tab to view all jobs associated with the candidate. Select Go to this job to see the candidate's current stage in another job.
Use the Notes tab to leave messages for your team. Notes can be marked as private for specific team members or added to a candidate's interview kit. Pin important notes so everyone on your team can see them.
Use the last tab on the right panel to create reminders. These reminders can be emailed to specific members of the hiring team.