Managing Candidate Profiles for Staffing Agency Users

You can view and manage your Candidates Profile by clicking on the Candidate menu tab.

Adding a Candidate

You can add new Candidates to your environment by clicking on the Add Candidate button on your listing screen. After filling out the required fields in the pop-up window you will be able to Save the profile. After saving, additional tabs will populate on the top of your screen.

• Compliance tab – you can upload credentials, certifications, and licenses
• DNR tab – shows a list of clients who have marked your Candidate as Do Not Return

Candidate Statuses:

• Pending
• Active
• Inactive
• Prospect
• DNR

Uploading Compliance Items

1. Open the Candidate’s profile and click on the Compliance tab
2. Depending on the document type, click on:
   1. Add Credentials
   2. Add Certifications
   3. Add Licenses
3. Select the document(s) then click on Save
4. Under the Docs column you will be able to click on the document icon and upload the compliance item
5. If an expiration date is required, click on the calendar, and select the date. After the date is added, hover over the action items and click on Save.

Updating Compliance Items

If your Candidate is currently in a booked or active status the compliance items will need to be updated under the compliance tab.

If your Candidate is in between assignments and does not have a signed contract you can update the compliance items in their profile.