An admin CV is used within Eploy to create a formatted candidate CV to forward to clients and Hiring Managers. It can also be used to quickly view candidate information in a structured, uniform template. This can include key information on a covering page about the vacancy or the candidate.

If you require our Support Team to create an Admin CV we would need a copy of your requirements/layout in order to quote for this work.

Creating an Admin CV Template

An admin CV will extract information from the candidate record within Eploy, rather than from the candidate’s original CV. This way, the admin CV will also extract information that you have added to the record that may not be on the original CV e.g. if you have manually added skills they can be extracted to the CV.

Because of the extraction process, the admin CV needs to be made up of merge field tags, so it knows where to extract the relevant information from within the candidate record.

When you start building your template, it is important to decide which information needs to be displayed. Not all information from within the candidate record will be necessary. However, as this template will be used on all candidates, the fields need to be generic enough to ensure enough information is extracted;

Candidate contact details are a good place to start – Having these included, particularly near the top of the CV, maybe best practise. However, it depends if you would like the Hiring Manager/Clients to be able to contact the candidate directly, so managing/restricting the information provided is important
Candidate Skills can be included – Allowing Hiring Managers/Clients to have a clear overview of what the candidate can/can’t do
Candidate Qualifications – If your Hiring Managers/Clients prefer their candidates to have a certain level of qualification, having this information easily visible can be beneficial
Vacancy details – If the candidates have been long listed/applied for a vacancy, this information can be included on the admin CV
Your agency/contact details – You may wish to have your contact details/logo displayed for brand awareness

When using merge tags, certain related fields can be input as part of a table. This will allow multiple lines of data fields to import, such as a full list of skills or employment history. By adding ‘table start / table end’ fields, this will ensure that all of the data stored is extracted.

To download a full list of merge field tags, within Eploy, navigate to Admin > Document Templates > Merge Documents (or e-Signature Documents) and download the Candidate Sample file.

The sample file contains a full list of all available merge fields, which you can then copy and paste into your Admin CV Template

Submitting your Template

Once you have created your template, please raise a support ticket and attach your template. We can then upload the CV against your system. Please confirm the Template Title - What you would like the template to be saved as in your system.

Creating an Admin CV

Once your template has been uploaded, you can create admin CVs for your candidates. An admin CV is required to be created if you are using the Forward Details email to send the candidate’s details to Hiring Mangers/Clients.

You can create admin CV’s in three ways.

From the Candidate Grid

Navigate to View > Candidates > All Candidates
Under the column “CV’s” select the second icon this might be green. If it is then the candidate already has an admin CV but clicking it will create a new admin CV

The admin CV creator will pop up (check pop up blocker is not on if this does not happen)
Choose your Template from the dropdown list
Choose the way you wish to display the file name from the File Format dropdown or add a File name to the text box below
Edit after creation allows the user to edit the admin CV directly within Eploy - make the changes and then upload it using New in the Admin CV tab of a candidate record)
Insert latest candidate CV will use the latest candidate CV uploaded. If you deselect this field it will use the second to last candidate CV uploaded
Select if you wish to Leave Existing CV (this can be selected if multiple admin CV’s are allowed on your system) or Replace CV
Click Next. The new Admin CV will open within the Eploy Document Editor, giving you the opportunity to review and edit the Admin CV. Click Save & Close when done.