The Candidate Profile

Click any row on the Candidates page to open the candidate’s profile in a panel on the right. Full profile opens the same view as its own page.

Header

The header shows:

• The candidate’s name, a star to add them to your Starred view, and their fit tier chip: Strong fit, Moderate fit, Limited fit, Pending, or Ineligible. See Status Reference.
• The job, the date they applied, and their current status.
• Contact details. Click the pencil to edit them. If you add a phone number to a candidate who didn’t have one, CONFIRM asks whether to start a screening call, with a Start Screening button.
• Who referred them, where they came from, and any talent pools they belong to.
• A progress strip showing the job’s pipeline steps and where the candidate is.

Tabs

Banners on the Overview tab

The top of the Overview tab tells you what’s pending, for example:

• Out of Range: the candidate lives beyond the job’s maximum distance, so no screening call was placed. Click Override to call them anyway.
• Ineligible: the candidate missed a required qualification, with their answer quoted.
• An upcoming interview, with Cancel, or Awaiting candidate to book interview, with Resend Booking Link.
• Screening call scheduled for a date and time, when CONFIRM is about to try again. Click Cancel to stop that call.
• A scheduled rejection email, such as “Rejection notice (email) scheduled for …”, with Cancel. This appears on every tab until the email sends.
• A request the candidate made when they called in, such as “Asked to reschedule their interview”, with anything they said about timing. Like the scheduled-email banner, it appears on every tab. Follow up, then click Mark handled. See Inbound Calls & Callbacks.

Notes

Notes live at the bottom of the Overview tab. Click Add Note, choose a type (General, Impression, Follow Up, Interview, or Screening), and write your note. You can attach one file per note, up to 10 MB: PDF, Word, Excel, CSV, text, PNG, or JPG. Pin important notes so they stay on top.

Messages

Switch between SMS and Email. Type a text message in the box at the bottom and send it. For email, use Compose to write a new message, or reply to one the candidate sent. Email needs a connected Gmail or Outlook account; if yours isn’t connected, the tab offers Set up email. If the candidate has opted out of text messages, the SMS box is turned off.

Actions

The action bar at the bottom of the profile changes with the candidate’s status.

• Primary button (right): the next step for this candidate. Its label matches the job’s pipeline, for example Start Screening, Send Booking Link — Round 2, Send Evaluation, Send Video, Resend Booking Link, or Hire. Some booking buttons have a Book now option to pick a time and book it on the spot.
• Reject (left): reject the candidate. See below.
• No-Show: record that the candidate missed their interview.
• Add to Pool: add the candidate to a talent pool.
• Delete (trash icon in the header): see below.

The ⋯ menu holds less common actions: Reschedule Interview, Schedule a Meeting, Move to Another Job, Override Status, Restart Screening, and Cancel Interview when an interview is booked. If your organization uses background checks, it also offers Send background check to Admins, Recruiters, and Hiring Managers.

Reject

Choose a Reason for rejection (such as Client decision, Candidate withdrew, or Failed interview) and add an optional note. Send rejection email is on when your email is connected; you can preview the email and send it now or schedule it. If an interview is booked, Cancel scheduled interview is on by default. Turn on Also add to blocklist to block future applications from the candidate’s email or phone and stop all further messages. Click Confirm Rejection.

Move to Another Job

Moves the candidate to a different job. Pick the Target Job and enter a reason, which is required and saved to the candidate’s notes and history. CONFIRM creates a new application for the new job and closes the old one, which then shows as Reassigned. No messages are sent to the candidate.

Override Status

Sets the candidate’s status directly, outside the normal flow. Use it to correct a mistake or bring a closed candidate back.

• Reposition moves the candidate to another step in the job’s pipeline.
• Outcome records a final result: Hired, Rejected, Withdrew, Do Not Contact, or Refused Recording.

Add an optional reason, which is saved to the candidate’s history. Override Status doesn’t send messages, schedule interviews, or run automations. To do those things, use the primary button or Reject instead. On closed statuses, such as Did Not Meet Requirements, Client Rejected, or Hired, Override Status appears as the main button.

Restart Screening

Sends the candidate back to Screening, clears their previous screening result, and queues a new screening call during calling hours, with a fresh set of call attempts. Add an optional reason and click Restart & call. It’s available when the candidate has a phone number and isn’t marked Do Not Contact.

Delete

Deleting removes the candidate from your candidate lists and cancels their upcoming interviews and pending messages. The record is kept, so CONFIRM support can restore the candidate if you delete someone by mistake. Test candidates are the exception: deleting one removes it permanently.