Adaptive Workspaces: The Candidate Profile
Everything about the redesigned candidate profile — the new 3-column card layout, how to customize it for yourself or your team, and how to use every card on the page, from Contact Info to Scorecards.
By Amogh1 author54 articles
- Setting up the Candidate Adaptive Workspace for the first time
- Understanding view types: All Users, Team, Specific-user, Personal
- How view resolution priority works
- Creating and publishing a Team view
- Using the Layout Editor: adding, removing, and reordering cards
- Switching your active view
- Understanding "Override personal views"
- How views accumulate and which one is "active"
- Configuring the profile header action buttons
- Collapsing and expanding the right column
- Permissions and access for Profile Customization
- Profile Customization limits and known behaviors
- FAQ: Profile Customization
- Editing candidate details inline
- Understanding status banners: off-limits, snoozed, locked, AIRA suggestions
- Snoozing and unsnoozing a candidate profile
- Locking and unlocking a candidate profile
- Adding and removing an Off-Limit flag
- Navigating between candidate profiles (next/previous)
- The three-dot menu: every profile-level action
- Merging duplicate candidate profiles
- Cloning a candidate as a contact
- Generating a public link or interest link
- Submitting a candidate to a client
- Using the Resume, and Activities tabs
- Troubleshooting: why can't I edit this field?
- FAQ: The candidate profile
- Using the Experience card
- Using the Contact Info card
- Archiving vs. deleting an email or phone number
- Using the Data Highlights card
- Using the Files card
- Generating a formatted resume
- Bulk deleting files
- Using the Jobs card: pipeline, stage changes, and sort order
- Disqualifying and re-qualifying a candidate
- Using scorecards
- Scorecard privacy settings
- Bulk disqualifying a candidate from multiple jpbs
- Using the Skills card
- Using the Education card
- Using the Sequences card
- Using the Placements card
- Using the Conversations card
- Using the Tasks card
- Using the Notes card
- Using the Calendar Events card
- Using the Recent Activities card and filtering by type