You can view all information received from each applicant's submission in the Applicant Profile. To access the profile, select an applicant’s name in the Applicant Table and the applicant's profile will appear.

James_Test_-_Applicant_Table_-_Profile.png 

Header

The Header in the Applicant Profile contains the applicant’s name, phone number and email.

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Status

A quick snapshot of the applicant’s current stage, scheduled appointments, background check status, documents signed, etc. will be displayed below the Header.

Info

The Info tab displays all of the applicant’s submitted information. Users with the correct permissions can edit applicants' responses by hovering over the response and clicking on the edit icon.

Notes

The Notes section is in the right corner of the tool. You can leave notes in the applicant’s file in this text box. Written notes and edits will automatically save --- simply click anywhere outside of the Notes box and select Save.

SMS

The bottom right corner of the applicant profile displays the SMS message history between the company and the applicant. This enables you to communicate directly with the applicant from here.

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 History

The History tab enables you to view all of the movements and actions the applicant or other authorized users have made. Actions are trackable by date, medium (email/SMS) and type (scheduler, background check, data collection). Additionally, all sent SMS, emails, etc. can be viewed from this tab.

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Files

The Files tab contains all of the files uploaded to the applicant's profile.

 

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