Candidate details

Click a candidate from the list, board, or AI Search results to open their record. The same view opens as a card on the board or as a full page.

What’s on the page

Left side

Photo, name, and board
Contact details (email, phone, LinkedIn, location) — use Edit to change them
Dates: applied, last contact, and reminder (if set)
Status (Open, Hired, or Rejected)
Whether they appear on other boards
GDPR compliance summary
Overall rating (from quick questions, reviews, and tests)

Top bar

Renew GDPR approval
Stage dropdown (move them on the current board)
Status dropdown (Open / Hired / Rejected)
… menu — Copy card, Move card, Copy link, Reminder, Remove from job

Main tabs

Summary · Attachments · Tests · Messages · Reviews · AI Analysis (when linked to a job)

Also always available: Notes & Activity

Copy card

Use … → Copy card when you want the same person on another board without removing them from the current one.

Open Copy card.
Confirm or edit the Name.
Choose the destination Board and Stage.
Under Keep, tick what to bring across: Attachments, Review, Notes, Messages (all on by default).
Click Copy card.

You’ll get a confirmation when it’s done, and the new copy opens.

Move card

Use … → Move card to send the candidate to another board and remove them from the current one.

The form is the same as Copy card (name, board, stage, and what to keep). Confirm with Move card.

Tip

Prefer Copy if they should stay visible on both boards. Prefer Move if they should only live on the new board.

Reminder

Use … → Reminder to set a follow-up date and notify colleagues.

Pick a date (past dates aren’t allowed).
Select one or more colleagues to notify.
Optionally add a short note.
Click Set Reminder.

The reminder date appears on the left of the candidate page. If a reminder already exists, open the same menu item and choose Unset Reminder to clear it. Reminder notes also show up in Notes & Activity. On the reminder day, colleagues will get an email notification.

AI Analysis

Open the AI Analysis tab (available when the candidate is on a job) for a Candidate Fit Analysis.

Situation	What you do
No analysis yet	Click Analyse
Older text-only summary	Click Generate full analysis
Full analysis already exists	Click Reanalyse to refresh

A full analysis typically shows:

Overall fit score (out of 100) and confidence
Short summary paragraphs (Show more / Show less)
Key Requirements Match — how well they match each requirement, with strength and sources
It fetches the requirements from the edit job page AI Analysis fields

Notes

Open Notes & Activity to leave comments for your team.

Type your note. Use @ to mention a colleague.
Optionally tick Private note (only visible to me) and/or Candidate contacted (last few days).
Click Add Note.

Private notes show a P tag; contacted notes show a C tag. You can Delete your own notes.

Activity

In the same Notes & Activity tab, notes and system events appear together in one timeline (newest first), including things like stage changes and reminders. Use it as a quick history of what’s happened with this candidate.

Other useful actions

Action	Where	What it does
Change stage	Top stage dropdown	Moves them to another column on this board
Hire / Reject	Status dropdown	Sets Open, Hired, or Rejected. Rejecting may offer to send an automatic rejection email
Copy link	… → Copy link	Copies a link to this candidate card
Remove from job	… → Remove from job	Removes them from this job (with confirmation)
Send tests	Tests tab	Send assessments and open results when finished
Attachments	Attachments tab	Upload, view, download, or delete CVs and files
Messages	Messages tab	Send and review email-style messages
Reviews	Reviews tab	Add or edit skill ratings and comments
Summary	Summary tab	Description, education, projects, skills/tags
Renew GDPR	Top button	Records that the candidate renewed privacy approval

Profiles

You can also open a fuller profile for a candidate (tags, applications, and more). Your own recruiter profile is where you manage account details and AAA.