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The candidate details page combines profile, communication, evaluations, and actions in one place. It’s where most hiring decisions get made.

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When to use this page

Use this page to:
  • Review a candidate’s profile and resume
  • Check their current stage and status
  • Track activity history
  • Communicate with the candidate or assign tasks
  • Take actions like moving, disqualifying, or evaluating

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Open a candidate profile

1

Open Candidates (or a job pipeline)

Go to Candidates, or open a job and view candidates in the pipeline.
2

Select a candidate

Click any candidate row to open the details page.
CAD 1

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Page layout

The page has three main areas.
Shows identity and current status at a glance:
  • Name
  • Application stage
  • Department
  • Email
  • Phone number
  • Location

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Review candidate information

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Profile tab

Assess candidate fit with:
  • Candidate-job match (AI-based)
  • Work experience, education, and skills
  • Projects, certificates, and awards
  • Professional summary

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Resume tab

View, download, or print the resume for detailed verification.

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Track activity and history

Shows every action related to the candidate. Use this to understand what’s already happened and what’s pending.
View and add internal feedback and comments. Candidates never see notes.

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Manage communication

The Communication tab includes:
  • Events — interviews, calls, and scheduled meetings
  • Emails — sent and received messages
Use this area to view history, send emails, and track every interaction.

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Manage tasks

In the Tasks tab, view assigned tasks and add new ones. Use this to track candidate-related work like reference checks or follow-ups.

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Manage evaluations

The Evaluations tab lets you:
  • View existing evaluations
  • Check pending evaluations
  • View results by stage
  • Request new evaluations
Request evaluations early in each stage so you have better aggregate scores when it’s time to make a decision.

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Take action

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Top actions (always visible)

  • Move candidate — advance to the next stage or skip stages
  • Send email
  • Create event
  • Assign task
These cover most day-to-day hiring actions.
CAD 2

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More actions (options menu)

Use the options menu for advanced or administrative actions:
ActionEffect
Snooze candidateTemporarily pause without losing context
Copy to jobAdd to another job and keep the candidate in the current one
Move to another jobMove to another job and remove from the current one
Add to talent poolSave for future opportunities
Edit candidateUpdate profile data
Delete candidateRemove from the system (irreversible)
Blacklist candidateRestrict from all future hiring
CAD 3

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Disqualify a candidate

Use this when the candidate should not continue in the current hiring process.
1

Click Disqualify

From the candidate profile, click Disqualify.
CAD 4
2

Select a reason

Pick from the predefined reasons your workspace has set up.
3

Choose whether to send an email

Optionally send a standard rejection email automatically.
4

Confirm

The candidate is disqualified from this job but remains in the system.
CAD 5

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What to be careful about

Small missteps here have lasting consequences:
  • Moving candidates to the wrong stage breaks tracking and analytics.
  • Skipping stages reduces visibility into process compliance.
  • Disqualifying or blacklisting is hard to reverse — always confirm intent.
  • Missing notes or evaluations leads to weak hiring decisions.
  • Using “move” when you meant “copy” misplaces candidates and frustrates teams.

Manage candidates in a job

Take actions within the context of a single job’s pipeline.

Blacklist & disqualify

Understand the difference and apply the right restriction.
Last modified on June 19, 2026