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How to - Create a candidate sharing profile

A guide on how to create the sharing profile for your candidate

Josh Bolger avatar
Written by Josh Bolger
Updated over 6 months ago

A sharing profile is the way candidates are shared by recruiters to Hiring managers. Sharing profiles are candidate pages which can be edited as needed and saved, to then be shared with a Hiring Manager. These profiles are also created to be used in the Portal.

1 - In order to create a Sharing Profile, it is needed a Candidate. Once a candidate has been created, simply locate the candidate from the Candidates tab and click to open it.

1.1 - To create a New Candidate simply enter their details, once completed press Save at the bottom. It will now be located in the Candidates tab.

2 - Once inside the Candidate page, locate the function at the top-right "Create New Profile".

3 - A similar tab will open, where details can inserted to create a sharing profile against this candidate.

4 - To add a video simply click on the plus button and then press continue to go to the next step. The three dot button allows to quickly remove or edit the video. Note, that the videos in this area are either Questions answered by the candidate or Hinterviews recorded with this candidate.

It is also possible to create a Sharing profile without videos by skipping this step.

5 - With the details, simply tick as needed. Each option ticked will appear in the sharing profile.

6 - The documents which can be found in this area are the ones already uploaded when creating the Candidate. From here it is possible to select which document the user wants to add by simply ticking the box.
If a file has not already been uploaded it can be so via the button "Browse Files".

Finally, select a showcase document, if needed and press Save at the bottom.

Please Note: If you are looking for detailed information on how to use the documents section or Multi-Docs

7 - Once the profile has been created the sharing options tab will automatically appear, showing the various sharing options available. The newly created sharing profile will now be available from the Candidate's page, and can be edited as needed.

Please note, it is possible to create various sharing profiles. This enables usage of the same candidate to be used for different roles at the time.

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