Creating and Editing a Candidate Profile

Creating a Candidate

There may be situations where a candidate does not apply directly for the vacancy but instead sends their information to the company. In such cases, the candidate’s profile does not yet exist and will need to be created on Talexio.

To create a candidate, you will need to:

1. Go to the Candidates section.
2. Click on the “Create Candidate” button.
3. Upload the CV (optional, but recommended). If you upload the CV, data can be extracted to automatically populate the candidate's information.
4. Click "Save & Continue"  (or skip this step if you prefer).
5. Fill in the necessary details for the candidate. 
6. Click “Create Candidate”.

Once a candidate profile is created, an email is sent to the candidate notifying them that a profile has been set up using their information.

Adding and Editing Details

To add or edit a candidate’s details:

1. Go to the Candidates section.
2. Click on the respective candidate.
3. Select “Candidate Details”.
4. Click the pencil icon next to the section you want to update or add information to .
5. Click “Save and Update” to save your changes 

Candidate Details Sections

The candidate details is organised into several distinct pods. The toggles below explain what details can be added to a candidate's profile,

• This section captures the essential identification, contact, and address details of the candidate:
  • Contact Information: Input the primary email, mobile number, and secondary phone number.
  • Identification & Demographics: Add the candidate's Title, First name, Last name, Date of birth, ID card number, Passport number, and Nationality.
  • Social Links: Add professional social profiles such as LinkedIn and Skype.
  • Address: Record the residential physical address, City, Postcode, and Country.
  • Notice Period & Permit Requirements: Track their current notice period duration and toggle the Requires work permit checkbox if they need a work permit.
• Document the candidate's historical career milestones and current employment status:
  • Employment Position History: Enter the Position title, Company name, Industry, and Employment type (e.g., Full-Time, Part-Time).
  • Timeline: Input the start date and end date. If the candidate currently holds this role, select the Mark as current employment checkbox.
• Track academic achievements, certificates, and diplomas:
  • Course: The title of the qualification or degree.
  • Institution: The school, university, or certifying body that granted the qualification.
  • Year of completion: The year the qualification was successfully finished.
• Log professional proficiencies and communication abilities:
  • Skills: Type the relevant technical or soft skills in the input field and press Enter to save them as structured tags.
  • Languages: Select languages from the dropdown menu and assign the candidate's corresponding fluency level for each.
• Outline current compensation packages and target salaries:
  • Salary Type & Currency: Select how the rates are calculated (Annual or Hourly) and the currency used.
  • Current Package: Input the candidate's current basic salary, current monetary benefits, and any current non-monetary benefits (e.g., company car, medical plan).
  • Expected Ranges: Define financial boundaries using the Expected salary from and Expected salary to fields.
• Define what types of positions the candidate is looking to acquire:
  • Target Fields: Tag multiple preferences for Category, Specialisations, Employer industry, preferred Country, Job level, and Job type.
• Track administrative recruitment measures and sourcing data:
  • Candidate Source: Choose how the candidate was brought into your ATS (e.g., internal upload, job board, agency).
  • Tracking Campaign: Link the profile to a specific, active recruiting campaign to accurately attribute applicant acquisition.

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