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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

`๐Ÿงญ Why This Page is Important

โœ… Central hub for all candidate documents
๐Ÿงพ Ensures compliance by uploading essential ID and employment files
๐Ÿ‘๏ธ Improves visibility across recruiters and clients
๐Ÿ“ค Helps in pre-screening and placement-readiness

This section plays a vital role in building a verified candidate profileโ€”boosting trust and streamlining hiring workflows.


๐Ÿ—‚๏ธ What Youโ€™ll See on This Page

When viewing the Documents tab inside a candidate profile, youโ€™ll find:

  • ๐Ÿ” Search by File Name: Quickly locate specific files

  • ๐Ÿ—ƒ๏ธ Type Filter: Filter documents by category (e.g., Resume, ID, Work Permit)

  • ๐Ÿ•“ Uploaded Date: Sort by when the document was added

  • ๐Ÿ“ฆ Upload Document Button: Launches a form to add new files

If no documents exist, youโ€™ll see a prompt to begin uploading.

๐Ÿ“˜ Tip: Filters are especially useful when managing candidates with multiple uploaded files or documents uploaded by various team members.


๐Ÿ“ค 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 โ€” up to 1000 characters)

    • โœ… Show to candidate checkbox (optional)

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

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


๐Ÿ“š Viewing Uploaded Documents

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

Column

Description

๐Ÿ“„ File Name

Clickable file name to view/download

๐Ÿ—‚๏ธ Type

The document category or label

๐Ÿ“… Uploaded On

Date the file was uploaded

๐Ÿ‘ค Uploaded By

User name and email who uploaded it

๐Ÿ’ฌ 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.


๐Ÿ’ก Tips & Best Practices

โœ… Label correctly: Always select the correct document type for clarity
๐Ÿ‘๏ธ Use the "Show to candidate" option wisely for transparency
๐Ÿ” Use filters when dealing with high-volume candidate records
๐Ÿ“ Encourage candidates to upload key documents (Resume, ID, Work Permit)


๐Ÿš€ 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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