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Candidate Documents (Candidate 360)

The Documents section of the Candidate 360 page allows users to upload, manage, and view all candidate-related documents in one place.

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Written by Nikhil Verma

`🧭 Why This Page is Important

✅ Central hub for all candidate documents
🧾 Ensures compliance by uploading essential ID and employment files
👁️ Improves visibility across recruiters and clients
📤 Helps in pre-screening and placement-readiness

This section plays a vital role in building a verified candidate profile—boosting trust and streamlining hiring workflows.


🗂️ What You’ll See on This Page

When viewing the Documents tab inside a candidate profile, you’ll find:

  • 🔍 Search by File Name: Quickly locate specific files

  • 🗃️ Type Filter: Filter documents by category (e.g., Resume, ID, Work Permit)

  • 🕓 Uploaded Date: Sort by when the document was added

  • 📦 Upload Document Button: Launches a form to add new files

If no documents exist, you’ll see a prompt to begin uploading.

📘 Tip: Filters are especially useful when managing candidates with multiple uploaded files or documents uploaded by various team members.


📤 How to Upload a Document

To upload a document:

  1. Click the blue Upload Document button.

  2. A pop-up window will appear with the following fields:

    • Document Type (select from a dropdown list)

    • Document Upload (choose a file)

    • Comments (optional — up to 1000 characters)

    • Show to candidate checkbox (optional)

  3. Once complete, click Save Changes to finalis``e the upload.

Common document types include: Resume, Work Permit, Driver’s License, Academic Certificate, Health Card, Schedule A, and more.


📚 Viewing Uploaded Documents

Uploaded documents appear in a structured table with the following columns:

Column

Description

📄 File Name

Clickable file name to view/download

🗂️ Type

The document category or label

📅 Uploaded On

Date the file was uploaded

👤 Uploaded By

User name and email who uploaded it

💬 Comments

Original file name as uploaded

(expand/collapse)

Use the three-dot menu to manage or delete any uploaded file.

Files uploaded by both candidates and internal users are visible here.


💡 Tips & Best Practices

Label correctly: Always select the correct document type for clarity
👁️ Use the "Show to candidate" option wisely for transparency
🔍 Use filters when dealing with high-volume candidate records
📁 Encourage candidates to upload key documents (Resume, ID, Work Permit)


🚀 How This Helps You

  • Keeps candidate profiles audit-ready and complete

  • Ensures placement readiness and legal compliance

  • Reduces back-and-forth asking for missing documents

  • Improves collaboration across internal teams and clients

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