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  1. Getting Started

Create Your First Candidate

In this guide we'll be going through the steps of creating a new candidate profile.

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Last updated 1 year ago

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  • 1. Upload CV
  • 2. Owner
  • 3. Address Search
  • 4. Available Date
  • 5. Discipline
  • 6. Add Discipline
  • Saving & Form Validation

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There are a few methods you can follow in order to create a new candidate profile.

  1. Drag & Drop the candidate's CV (from your computer or smartphone)

  2. Input the candidate's basic information by completing a form.

  3. Forward an email with the candidate's CV attached.

To get started, navigate to Manage->Candidates then press thebutton.

Manage Candidates - New Candidate

You will be presented with the new candidate form.

New Candidate Form

1. Upload CV

Drag & Drop a candidate CV file or press the button to select a file from your computer or smartphone. The CV file will be parsed and the form will be automatically completed with the extracted data.

2. Owner

All candidate's are assigned a KISREC user as the owner and defaults to the user who is creating the profile. Setting the owner here is not a permanent assignment, it can be changed at any time. The owner can be used to filter the items in the candidate search. It does not impose any restrictions for other users.

3. Address Search

Use the address search to quickly find and auto complete the address from fields.

4. Available Date

Select the date that the candidate will be available. The available date is used to order the items the candidate search results and can also be updated with the called in available feature.

5. Discipline

To assign a discipline, select from the available items in the dropdown list.

You can assign multiple discipline's as shown here:

Assign One or Moew Discipline's

Press the icon to remove an assigned discipline if needed.

6. Add Discipline

If a discipline is missing from the dropdown list, you can press the Add button to add to the list.

Adding discipline's is an administrative function. The add button will only be visible if your user account has been granted the Administrator permission.

Saving & Form Validation

All the mandatory form fields must be completed and contain valid data before the profile can be created.

The save button will be disabled if the form has any validation errors.

Here is an example where the email is not in the correct format and the mobile phone number is missing:

Incorrect Email & Missing Mobile Phone

Press thebutton to create the new candidate profile.

You will then be taken to the full candidate profile where you can enrich the profile further and perform other functions such as sending a registration form, upload documents and more.