Candidate Settings

Each candidate on your CarePro portal will have an account. This account enables candidates to be able to login and perform various actions e.g. viewing employment history, taking tests, view upcoming interviews etc.

You can choose to allow candidates to create accounts for themselves by registering on the Frontend. This is the default setting. If however for some reason you do not wish to allow candidates register (e.g. you wish to create all candidate accounts manually), you can disable candidate registration. The setting to do this is available on the 'General Settings' page. You can open this page by going to 'Settings'-'General'

Scrolling down on the page reveals some options for candidate registration

Important candidate related setting to note here are

  1. Enable candidate registration: This controls if registration is enabled for candidates. If set to 'No' then no candidate will be able to register on the Frontend. You will however still be able to create accounts for candidates on the backend and these candidates will be able to login from the frontend as long as their accounts are marked 'Active'
  2. Verify Candidate Email: This enables only candidates with verified emails to open accounts. This setting only takes effect if registration is enabled for candidates. The system will send the candidate a verification email. Only after clicking the email will an candidate be able to complete their registration.
  3. Enable CAPTCHA for candidate registration: This forces candidates to fill in a numeric code on an image (CAPTCHA) before they can complete their registration. This prevents robots from creating accounts on your portal.

Candidate Profile Form

By default, the registration form for candidates appears as below:

However, if you want every candidate to supply more information during registration, you can add more fields to the candidate registration form.

To manage custom fields for candidate profiles, go to 'Settings'-'Forms'-'Candidate Profile'

The candidate profile form page opens as below

Each field must belong to a section. Sections allow you to group related fields and makes your form more organized. Click on the 'Add New' button to create a new section

The different fields are explained below

  1. Name: The name of the section. This will also be visible to candidates. Choose a name that describes what type of information will be collected by the fields in this section
  2. Sort Order: This controls the order of display of this section relative to other sections. Sections will be displayed in ascending order.
  3. Visible to public and in partial profiles: This determines if the data in this section should be viewable by employers while viewing the candidate's profile on the Frontend (if the candidate's visibility is set to public). It also determines if the section should be visible partial profiles i.e partial resume PDF downloads/emails.
  4. User Editable: This determines if the candidate can make changes to the fields in this section. If set to 'No', then only the admin will be able to view and edit the fields in this section. Also, setting this to 'No' will hide this section and its field from the candidate registration form.
  5. Show at registration: This determine if this section and it's fields will be visible during registration. This option is only visible if 'User Editable' is set to 'Yes'. If you set this option to 'No' then candidates will not see this section and its fields when they are registering for the first time. However, they will still see this section if they choose to update their account from their account's profile page.

Once you have created a section, you will be directed back to the section list page.

Click on the 'Manage Fields' button for a section in order to create fields for it. Creating fields here is similar to the process for creating order form fields. Please click here to read about field creation

Candidate Categories

CarePro allows you to create categories for candidates. This is especially useful if you run an agency that provides different categories of candidates. For example, if you run a domestic staffing agency that provides Nannies, Maids and Drivers, you can create each of these as a category. Categories can be added to the navigation of the main site which will make it easy for Employers to browse through the list of candidates that is relevant to them.

Here is and example of the navigation menu with categories added

Here is how such menu appears on the Frontend

Candidates are able to select what categories they belong to during registration. You can also place candidates in different categories from the backend.

In order to manage categories, go to 'Candidate'-'Categories'

Click on the 'Actions' link to View, Edit or Delete a category. Click on 'Add New' to create a new category.

The page also shows the total number of candidates that are assigned to each category. The sort order controls the display of categories on the registration form.

Managing Candidates

Each candidate on your CarePro portal will have an account.You can manage all the accounts of employers by clicking on the 'Candidates' menu option.

This reveals these links for sorting your candidates:

  1. All Candidates: This displays all the candidates on your portal
  2. Shortlisted Candidates: This displays all candidates that have been marked as shortlisted. You can set this option for candidates that have high employment prospects.
  3. Employed Candidates: This is meant to display candidates that are currently employed through your organization. Please note that you will need to manually flag a candidate as employed by editing their profile.
  4. Public Candidates: These are candidates that are visible on the Frontend to employers for shortlisting. By default when a candidate registers, they are set as Private i.e. employers can not see them. If however you wish for a candidate to appear for shortlisting, you can set them as public and view them on this list as well.

Clicking on any of these links will reveal the candidate list as shown below:

The buttons at the top of the list enable you to Add a new candidate, Filter the list, Reset the list and Export the current list to a csv file respectively.

The list displays the candidate's name (and display name if different from the regular name), gender, age, email and visibility. Visibility refers to if a candidate is Public or Private as explained above.

The 'Actions' button allows you to perform various actions on each candidate

The View, Edit and Delete options, allow you to display, modify or completely remove a candidate respectively. The 'Download Resume' section allows you to download a PDF document containing the candidates details. Resumes can be 'Full' or 'Partial'. A partial resume will only contain the candidates basic information but exclude sensitive details such as Name, Email, Telephone. Also, partial resume's will not contain custom candidate profile sections that have the 'Visible to public and in partial profiles' option set to 'No' (see the Candidate Profile Form help page for more information).

The 'Test Results' option enables you to view results of all the Tests that a candidate has taken.

The 'Records' option enables you to view various records for a candidate

  1. Invoices: These are all the Invoices associated with this candidate. This enables you view the payment history of each candidate.
  2. Notes: Notes can be created for each candidate. A note is an internal log containing any information you wish to retain about a candidate. Typically, you should log every interaction your staff have with a candidate such as Phone call, emails etc.
  3. Attachments: You can attach files to each candidate. This is important for storing information like medical records, guarantor forms etc.

Importing Candidates

If you already have a list of candidates, you can create accounts easily for all of them by using the candidate import feature

The candidate import feature works identically to the employer import feature. Please refer to the 'Importing Employers' page for more information

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