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How to View and Utilize the Candidate Profile in BrioHR

In BrioHR, the candidate profile is where you review a candidate's details, track their progress, and see feedback from screening and interviews. This guide explains how HR Admins and hiring managers can open a candidate's profile and the actions available in it.

A. How to Access a Candidate Profile

For HR Admins and Recruiters, go to HR Lounge > Recruitment, then choose one of these:

Option 1: From All Candidates

  1. Click the All Candidates tab.
  2. Use the search or filters to find the candidate.
  3. Click the candidate's name to open their profile.

Option 2: From a specific job

  1. Click the Open Jobs tab.
  2. Click the job to see its candidates.
  3. Click the candidate's name to open their profile.

For Hiring Managers, go to Team > Recruitment and follow the same steps from the Open Jobs or All Candidates tab. Managers only see candidates for jobs where they're assigned as hiring manager. The module is available on the web (browser) only.

 

B. Features and Actions in the Candidate Profile

In the candidate profile, you can review information, update hiring statuses, and keep track of interactions with each candidate. Here are the options available:

1. Add to Favorites

  • Click the star icon to add the candidate to your favourites, so you can quickly find candidates you want to follow up on. 

2. Mark as Viewed

  • Click the eye icon to mark the profile as viewed, so you can keep track of candidates you've already assessed. 

3. Manage Job Applications

  • You can manually Add or Edit Jobs Applied by the candidate, allowing flexibility in tracking candidates across multiple job openings.
  • Each job application can be set to Active or Inactive. Active applications are marked with a green dot. 

4. Add Tags

  • Add tags to candidates to make filtering easier, for example by skill set, source, or priority.
  • Hiring managers can also use tags to flag candidates they're interested in. Agree on what each tag means with your recruiters so everyone reads them the same way.

5. Edit Hiring Details

  • In the Hiring Details section, you can edit information specific to the candidate's application, such as assigned recruiter, manager, or specific notes relevant to the role.

6. Attached Files

  • View documents submitted by the candidate, such as portfolios, cover letters, or certificates, or add files to their profile yourself. 

7. Profile Links

  • View linked external profiles, such as LinkedIn or GitHub, if the candidate has provided them.

8. Update Hiring Process Statuses

  • You can update the candidate's status from the status dropdown:

    • Screening: Every new candidate starts here. You review whether their experience fits the role.
    • Interview: The candidate is in the interview process. You can schedule interviews with Add Interview.
    • Offer: You've chosen to make this candidate an offer. Use Generate Offer to create it, then send it for approval or approve it directly.
    • Hired: Once the offer is approved, click Hire Candidate to move them into onboarding (HR Lounge > Onboarding).
    • Keep in View: The candidate isn't progressing now but may suit future roles.

  • To reject a candidate, click the three-dot menu and select Reject Candidate. If the Reject Candidate notification is enabled, the candidate will receive a rejection email.

  • Feedback and scorecards: Open the Application Progress tab to see screening feedback and interview feedback for each stage, including scorecards. Scorecards only apply to interview stages, not assessment stages, but feedback can still be given for assessments.

  • ⚠️ Warning: Once a candidate's status is changed to Hired, it can't be changed back. To undo a hire, you'll need to end their employment from their employee profile. [link to end employment article]

9. View Resume and Experience

  • View and download the candidate's resume, and review their professional background and experience to evaluate fit. 

10. Add Internal Notes

  • Use Internal Notes to document any feedback or observations regarding the candidate, which is visible only to the recruitment team.

 

Additional Tips

  • Filter Regularly: Use filters in the All Candidates section to easily locate candidates marked as Favorites or in specific hiring stages.
  • Update Regularly: Keeping hiring statuses and notes current ensures a smooth and organized recruitment process for the whole team.
  • Use Tags: Filter by tags in All Candidates to group candidates by criteria your team agrees on.
  • Reject in Bulk: In All Candidates, tick the boxes next to the candidates you want to reject, then click Reject selected.

By effectively using the candidate profile features in BrioHR, you can better track, manage, and streamline your recruitment efforts.

 

C. What Hiring Managers Can Do in the Candidate Profile

Hiring managers have a limited set of actions. They can:

  • Add the candidate to favourites (star icon)
  • Mark the profile as viewed (eye icon)
  • Add tags
  • View Application Progress, including feedback and interview scorecards
  • View and download the resume
  • Leave a note or comment

Hiring managers can't change a candidate's status or reject candidates. Only the recruiter and HR admins with access to the module can do this. If a manager wants a candidate progressed, they can say so in their screening or interview feedback.

 

Need Assistance?

If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.