Candidates
The database, which in a staffing business is the asset. Right to work and its expiry are columns rather than notes, because a contractor whose permission runs out mid-assignment is the most expensive mistake in this module.
Where to find it
- Module: Talent & Contingent Workforce
- Group: Talent & Pipeline
- Section: Talent
- Screen: Candidates
Address in the console: /ats/candidates
List · 13 columns · 45 fields on its form · 3 of them required · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Candidate | Code | candidate_no |
| Name | Text | full_name |
| Current role | Text | current_title |
| Skills | Text | skill_summary |
| Years | Number | total_experience_years |
| Right to work | Status | work_authorization |
| Days left | Number | work_auth_days_left |
| Available | Date | availability_date |
| Wants | Amount | desired_pay_rate |
| Out on | Number | open_submissions |
| On assignment | Number | active_placements |
| Owner | Text | owner_name |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| First name required | Text | ||
| Last name required | Text | ||
| Preferred name | Text | ||
| Local name | Text | ||
| Email address | |||
| Phone | Text | ||
| Mobile | Text | ||
| Address | Long text | ||
| City | Text | ||
| State or province | Text | ||
| Country | Text | ||
| Postal code | Text | ||
| Current title | Text | ||
| Current employer | Text | ||
| Experience (years) | Number | ||
| Education | Text | ||
| Text | |||
| Source | Choice | Configuration list | |
| Source detail | Text | ||
| Referred by | Text | ||
| Owning recruiter | Choice | Looked up from existing records | |
| Right to work required | Choice | Configuration list | |
| Right to work expires | Date | Watched by the compliance sweep. Blank means it does not expire — not that nobody checked. | |
| Prefers to work as | Choice | Configuration list | |
| Through supplier | Choice | Looked up from existing records | For a corp-to-corp candidate: the company they come through, and the one that gets paid. |
| Will relocate | Yes or no | ||
| Will work remotely | Yes or no | ||
| Available from | Date | ||
| Notice period (days) | Number | ||
| Currency | Choice | Configuration list | |
| Rate unit | Choice | hour, day, week, month, year, fixed | |
| Wants (rate) | Number | ||
| Wants (salary) | Number | ||
| Status | Choice | Configuration list | |
| Rating | Number | ||
| Summary | Long text | ||
| Employee record | Choice | Looked up from existing records | Set when a contractor converts, or when an existing employee is also a candidate. |
| Student record | Choice | Looked up from existing records | A placement against this candidate writes back to the student’s own career record. |
| Portal sign-in | Choice | Looked up from existing records | |
| Consent given | Date | "We have had their CV since 2019" is not a lawful basis for holding it. | |
| Consent source | Text | ||
| Do not contact | Yes or no | ||
| Office | Choice | Looked up from existing records | |
| Notes | Long text | ||
| Active | Yes or no |
What you can do here
From a student record
Create a candidate from a student
Asks for: Student* Owning recruiter
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.