Process: Viewing and Managing Additional Info within a Candidate Record

Introduction

Users can view and manage Additional Information within Candidate Records!

This guide will show you some useful features to help you view and manage Additional Info within Candidate Records


Quick Navigation

Viewing Additional Info

Navigate to the Candidate Record

Scroll down to the information storage panel at the bottom of the page and click on the Additional Info Section

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There are five tabs within this section with the following information

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  1. Personal
    1. Primary Citizenship Country- Primary Country in which the Candidate holds a Citizenship
    2. Birth Country- Country the Candidate was born in
    3. Language- Language the Candidate speaks
    4. Language Level- Level at which this Language is spoke
  2. Additional Info
    Additional Info created via the Custom Properties Admin setting
  3. Preferred Trades
    The Trades the candidate would prefer to work in (Trades can be created via the Trades Admin setting)
  4. Vehicle Licences
    The Vehicle Licences the candidate holds (Vehicle Licences can be created via the Vehicle Licence Admin Setting)
  5. Licences
    Any Licences a candidate may hold (Licences can be created via the Licence Admin Setting)


Editing Additional Info

To edit Additional Info navigate to the relevant tab (for this example we will use the Personal Tab) and click the edit icon

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The Edit Candidate Details modal will appear, edit the relevant information and click save

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The Additional Info will now be updated with the relevant changes made!

Adding Additional Info

The Vehicle Licence Type and Licence type both require you to Add the Licences to the Candidate Record

The difference between the two licence types is explained in this article
To do this navigate to the relevant tab (for this example we will use Licence types) and click the Add button next to Licences

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The New Licence modal will appear with the following fields

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  • Licence type- Licence Type Eg. White Card, Contractor Card etc.
  • Number- Licence Number
  • Obtained on- Date the licence was obtained
  • Expires on- Date the Licence expires

Once the relevant information is added click

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The Licence is now added to the Candidate Record!

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