Process: How to access the Candidate Record Information Storage Panel

Introduction

All information added to a Candidate record is stored and can be viewed at any time in the Information Storage Panel at the bottom of the Candidate profile page

Below you will find information on what is stored in each tab within the Information Storage Panel!


Accessing the Information Storage Panel

Navigate to the Candidate Record

At the bottom of the page, you will find the Information Storage Panel.

Below you will find information on everything stored in each tab of the Information Storage Panel!

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Activities -

  • A newsfeed outlining the actions performed against the record as well as the User, Date & Time creation details.

Additional Info

  • Personal – View & edit citizenship/country & language details
  • Additional info – View & edit custom fields set up via admin dashboard
  • Preferred trades – View & edit candidates preferred trades
  • Vehicle Licences - View & edit candidates Vehicles Licences
  • Licences - View & edit candidates Licences

Applications

  • Employment – View, add, edit & delete previous employment details
  • Interviews – View, add, edit & delete interview details
  • Reference Checks – View, add, edit & delete references
  • Applications – View, add, edit & delete vacancy applications

Assessments

  • Assessments- View and edit any assessments

Surveys

  • Surveys-  View, add, edit & delete surveys

Attachments

  • Documents – View, edit & delete documents
  • Forms – Add, view & complete custom forms set up via quest micro-service

Events

  • Events- View, add, edit & delete Events

Communication

  • Notes – View, edit & delete notes added via the taskbar
  • Emails – View sent emails added via the taskbar
  • Reminders – View, edit & delete scheduled reminders displayed on the user's dashboard added via the taskbar
  • SMS – View, edit & delete SMS added via the taskbar

Finance

  • Claims – View, add & edit claims details relating to the qualification
  • Invoices – View, edit & delete invoice details
  • Payroll – View & edit payroll details
  • Astute Payroll - View Astute payroll details

Placements

  • View & edit placements linked to the candidate record

Qualifications

  • Qualifications – View, add, edit & delete qualifications
  • Education – View & edit school/education details

Reverse Marketing-

  • Add, view, edit & delete reverse marketing outcomes

Training

  • Contract Details- View & edit contract details
  • Contract Dates- View & edit contract dates
  • Contract Admin- View & edit contract admin
  • Induction- View & edit inductions
  • Employment- View & edit employment

Attributes

  • Attributes- View, add, edit & delete attributes

Audit Trail-

  • A more comprehensive version of the Activities tab. It shows more information on the actions taken on the record and can be used when auditing a record

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