recruitera

Discover how to add candidates, manage profiles, and leverage AI for smarter filtering and scoring.

 Candidate Management

A tour of the candidate profile — the header, the seven tabs, and the action sidebar.

What Is Inside a Candidate Profile in Recruitera?

See a candidate's screening answers, questionnaire responses, and references on the Overview tab.

Review a Candidate's Application Answers and References

What each of the seven candidate profile tabs holds — Overview, Emails, WhatsApp, Events, Evaluation, Files, Activity.

Understanding Candidate Tabs

Open a candidate's profile from the Candidates list, a job pipeline, a talent pool, or the dashboard.

How to Access a Candidate Profile

Learn how to navigate a candidate profile.

Overview & Navigation

Send an offer to a candidate from their profile using your offer letter templates.

How to Send an Offer to a Candidate

Email a candidate from the Emails tab (or the pipeline), using a template, with the thread saved to their profile.

Send an Email to a Candidate

Schedule an interview straight from a candidate's Events tab.

Schedule Interviews from the Candidate Profile

Add comments (with @mentions) and tasks from the candidate profile sidebar to keep your team aligned.

Add Comments or Tasks for Team Collaboration

Where to find a candidate's past messages — now on the Emails and WhatsApp tabs.

View Past Messages

Share a candidate with a secure link — choosing which sections are visible and when the link expires.

Share a Candidate Profile

Where to find a candidate's interview and event history — now on the Events tab.

View Candidate Event History

Customize the interview invitation email candidates and interviewers receive when you schedule.

Customize Interview Invitation Emails

All the tools you need to communicate with candidates, send updates, and schedule interviews — all in one place.

Communication & Scheduling

Spot duplicate candidate profiles and merge them into one, keeping the history from both.

How to Merge Duplicate Candidates in Recruitera

Add candidates manually, by CV, or by CSV — choosing method, collar type, and an optional destination.

How to Add a New Candidate

Update a candidate's contact details, source, and tags from the Overview tab.

Edit Candidate Information

Disqualify a candidate from a job (with a reason) and requalify them later — per job, so other pipelines are unaffected.

Disqualify or requalify a Candidate

Print a candidate profile or save it as a PDF, choosing which sections to include.

Print a candidate Profile

Delete a candidate from the profile, the pipeline, or the Candidates list — where deleted records go, and when to disqualify instead.

Delete a Candidate Profile

Upload, replace, or delete a candidate's CV from the CV card on the Overview tab.

Re-parse or Upload a New Resume

All the actions you can take on a candidate in Recruitera.

Candidate Actions

Assign a candidate to a job from their profile so they enter that job's pipeline.

Assign a Candidate to a Job

Move a candidate between pipeline stages from the profile or by dragging on the pipeline board.

Move a Candidate Between Stages

What Candidate Freeze is — how a candidate gets locked when they're active in two jobs at once.

What is Candidate Freeze & How It Works

In this article, you'll learn how to switch a locked candidate's primary job — whether you're the same recruiter handling both jobs or a different recruiter needs to request the…

How to Switch a Candidate's Primary Job

Job Association & Movement

Read the candidate's full activity trail on the Activity tab, with an All / Automations filter.

View Candidate Activity Timeline

Read a candidate's AI match score and summary on their profile, and what the six dimensions mean.

Understanding a Candidate's AI Score

Upload and manage a candidate's documents on the Files tab — preview, download, set as resume, and delete.

Attach Files or Documents

Manage candidate information, files, notes, and activities all in one place.

Candidate Data Management

Give a candidate a quick star rating from the profile header, per role.

Quick Evaluation per Stage

See every submitted evaluation for a candidate in the Completed view, with breakdowns and filters.

View and Manage Submitted Evaluations

An overview of Candidate Evaluation — quick ratings, evaluation forms, requests, and the summary.

Candidate Evaluation Overview

Evaluation forms are created and managed in Settings → Templates → Evaluation Forms.

Create and Manage Evaluation Templates

Fill in an evaluation form (scorecard) for a candidate and submit it.

Evaluate a Candidate

Request an evaluation from a teammate against a form, with an optional due date.

Assign an Evaluation to a Team Member

Read a candidate's evaluation summary — the overall score gauge and the breakdown per stage.

Reading the Evaluation Summary & Scores

Learn how to evaluate candidates, score interviews, and review structured feedback inside Recruitera.

Candidate Evaluation

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