The applicant profile contains recruitment actions, candidate information, and activity records. You can use it to manage a candidate's progress within a recruitment pipeline and review related documents, emails, comments, and tasks.

To access an applicant's profile:

When on their profile, you have multiple options to manage the applicant.

This lets you move the candidate to the next stage in whichever pipeline they are in. For example, it could say Move to Interview.

If a candidate is in more than one pipeline, there will be two profiles for them. This means the changes you make in one won't affect the other. For example, if you move an applicant to “CV review” in one, they'll stay in their current stage for the other pipeline.

Select Actions to manage an applicant's profile and recruitment record.

From the Actions menu, you can:

Select Move to move an applicant to a different stage in the recruitment pipeline. Depending on your recruitment settings and permissions, you may be able to move the applicant to any stage, not just the next stage in the process.

Use Move when you need to place an applicant in a specific pipeline stage without progressing through each stage in order.

Select Assign to make someone responsible for an applicant. Available assignees include:

This opens the Scorecard tab below this section, where you can see any scorecards.

Select Add task to create a task for an applicant. Sage HR adds the task to the applicant's task area, where relevant recruitment team members can view and manage it.

Use Add task to record actions that you need to complete as part of the recruitment process, helping the recruitment team track outstanding work for the applicant.

Select Schedule interview to arrange an interview with an applicant. Sage HR adds the interview to the calendar for the position. Once you schedule an interview, an Interviews tab appears in the applicant profile.

Use the Interviews tab to manage scheduled interviews. You can cancel or delete an interview by hovering over it and selecting the relevant option.

This disqualifies the applicant from the position and removes them from their current pipeline. You select Disqualify to remove an applicant from their current recruitment pipeline. You can record the reason for the disqualification and add comments for future reference.

Use Disqualify when you're no longer considering an applicant for the position. The applicant is removed from the pipeline, and you can keep a record of why recruitment made the decision.

Select the Documents tab to view files uploaded for the applicant, such as CVs and cover letters. Anyone with access to the applicant's profile can view and download these documents.

Select the Experience tab to record an applicant's education and work experience. Any summary you add when creating or editing the applicant also appears here.

Use the Experience tab to maintain a record of the applicant's background and qualifications. Information from a CV upload may not populate this section automatically, so you may need to enter the details manually.

Select the Changelog tab to view a record of changes made to an applicant's profile. The log includes events such as when you added the applicant, changes to pipeline stages, and applicant assignments. You can also see who made each change and when they made it.

Use the Changelog tab to review an applicant's recruitment history and track activity against their profile.

Select the Comments tab to view and manage comments about an applicant. Anyone who can access the applicant's profile can view these comments.

Select Add comment to record information, feedback, or updates about the applicant for the recruitment team to review.

Select the Scorecards tab to view scorecards completed for an applicant. Scorecards help you review feedback collected during the recruitment process.

If a stage action triggers a scorecard, Sage HR only displays it in the Scorecards tab after you move the applicant to the relevant stage.

Select the Email tab to view email correspondence between the applicant and recruitment users in Sage HR. You can also send emails to the applicant directly from this tab.

Select the Tasks tab to view tasks assigned to members of the recruitment team for an applicant. You can also see when each task is due.

Use the Tasks tab to track outstanding recruitment activities and monitor upcoming task deadlines for the applicant.