Candidate Information

The following permissions will need to be configured for the Employee’s User Role if they will be managing or viewing Candidate information in Striven:

• “Candidate Tracking”
• “Candidates – Delete”
• “Candidates – Email”
• “Candidates – View Salary”

Learn more about managing User Roles and Permissions in Striven by reviewing the User Roles Guide.

After Candidates build their profiles and submit their application(s) through the Career Portal, the information will be brought into Striven automatically. To view Candidate information, you can utilize the Candidates list, which lists all names, phone numbers, email addresses, and more. This list will also allow you to enter follow-up dates, notes, and view each Candidate’s profile and application by clicking on the Candidate’s name. To access the Candidates list, navigate to Employees → Recruiting → Candidates.

Below is a screenshot illustrating how the Candidates list appears and a description of what can be accomplished there.

The Candidate Dashboard serves as a summary for the profile and application that the Candidate has submitted through the Career Portal. Here you can find sections that summarize contact info, custom field responses, experience, education, references, and more. Each section will allow you to view more detailed information on other tabs by clicking on the section name. There are also tools such as allowing recruiters to create an Employee, deny access to the Career Portal, set referral source, and the message icon to send messages to the Candidate.

The Basic Info widget and tab within a Candidate’s profile holds contact information such as their address, email, and contact phone number. This section will also include information such as if they have previously applied, any categories set for the Candidate, who the Candidate was referred to by (an Employee, another Candidate, or a Customer Contact), and a follow up date that was set.

This information can be edited by using the Edit icon within the Candidate Dashboard Menu or by selecting the Basic Info option from the Go To menu.

Below is a screenshot illustrating how the Basic Info tab appears from a Candidate’s profile and a description of what can be accomplished there.

The Appointments widget will display any upcoming appointments that the Candidate is included in as an attendee. This widget will display the Appointment name, the date and time, resources added to the Appointment, and other attendees set within the meeting. Clicking on the Appointment name will open the Appointment for further details. A plus sign icon is available in the top-right corner of the widget to create a new Appointment with the Candidate preselected.

The Tasks widget will list any Tasks that have the Candidate added within the Candidates section on the Task. In order to select a Candidate on a Task, the Task Type will need to have the Include Candidates option enabled within the Task Field Options section when configuring a Task Type. The Tasks listed within the Tasks widget will include the Task number, name, and the due date set within the Task. Clicking on the Task listed within the widget will open the Task Info page for additional details.

There are two widgets on the Candidate’s Dashboard that include Applications related to the Candidate. The Applications widget will include Applications that are currently open and being processed, or have been closed by the recruiter. The Incomplete Applications widget includes Applications that the Candidate has begun to apply for through the Career Portal but did not complete the submission.

The Hub Content widget houses any documents or uploads that have been added to the Candidate’s Hub for storage. Each upload listed can be clicked on to access a preview of the attachment or the download button can be clicked to download the attachment to your computer or device. Each upload listed in the Hub Content widget will include underneath the attachment name the person who completed the upload along with the date and time.

Clicking on the Hub Content widget header name will navigate to the Candidate’s Hub in order to view these uploads within the Content Groups or add additional documentation for storage. To learn more about Hub, review our Hub Guide.

The Education widget lists the past education history the Candidate entered when filling out their Candidate profile in the Career Portal. The widget will list the school name, the date finished, and what the major and degree was. A tag will be listed for each education entry indicating the type of schooling completed, such as College, High School, Trade School, etc. Clicking on each school listed in this widget will open more information about the specific education history.

Clicking on the Education header name in the Education widget will navigate to the Education tab within the Candidate’s profile. The Education tab will list the school type, school name, the date finished, and what the major and degree was.

The Experience widget lists the past job experience history the Candidate entered when filling out their Candidate profile in the Career Portal. The widget will list the previous job title, the date range they held this position, and the previous company name and contact phone number. Clicking on each experience listed in this widget will open more information about the specific job experience history.

Clicking on the Experience header name in the Experience widget will navigate to the Experience tab within the Candidate’s profile. The Experience tab will list the previous job company and title, their contact phone number, and the date range the Candidate worked there.

The References widget lists the past colleagues that can be contacted by the recruiter that the Candidate entered when filling out their Candidate profile in the Career Portal. The widget will list the previous colleague’s name, job title, company, and contact information such as email and phone number. Clicking on each reference listed in this widget will open more information about the specific reference.

Clicking on the References header name in the References widget will navigate to the References tab within the Candidate’s profile. The References tab will list the reference name, their position and company, and contact information such as email address and phone number.

There are two widgets on the Candidate’s Dashboard that are related to Surveys, Quizzes, Assessments, and Forms. The Surveys / Quizzes / Assessments / Forms widget displays feedback that was completed by the Candidate through a recruiting step or through a feedback’s generated public link. The Related Surveys / Quizzes / Assessments / Forms widget includes feedback that was specifically related to the Candidate when the feedback was generated or by the email address the Candidate entered when completing a feedback’s generated public link.

The Potential Positions widget gives the option to select possible Job Titles that would be a good fit for the potential Candidate. Each Job Title selected in this widget will list underneath the Job Title name the person and date who added the suggested position. To add a new Job Title to the Potential Positions widget or remove any existing Job Titles listed, click the plus sign icon in the corner of the widget.

So with this guide we’ve discovered how to use the Candidates list to manage applicants at a high level, including adding new Candidates, tracking follow-up dates, and sending direct messages. We’ve also learned how to navigate the comprehensive Candidate Dashboard, which serves as the central profile for each applicant, utilizing its customizable widgets to view everything from contact details and attachments to education and experience history. And finally, we reviewed critical management actions available on the dashboard, such as converting a Candidate to an Employee, restricting portal access, and tracking application progress via the Applications tab and its detailed steps.