Viewing candidate information

To access the Candidates tab for a vacancy:

  1. Sign in to IRIS HR Professional.

  2. Go to the navigation menu and select Recruitment.

    The Recruitment option in the navigation menu.

  3. From the Recruit homepage, select the appropriate vacancy.

  4. Choose Candidates from the top navigation bar.

    The Candidates option in the navigation bar.

  5. The system displays a list of candidates who have applied for the vacancy via your organisation's recruitment website, internally via the Vacancies tab, or manually via the recruitment manager or an agency.

    Use:

    • The options on the left-hand side of the screen to filter the list (for example, by stage).

    • The De/Select All option to select groups of candidates.

Selecting a candidate from the list displays more information about them.

General tab

This tab shows general information about the candidate (for example, name and address).

Select Actions to access further options available, as described in this table:

Option Use to
Mail Merge (Candidate) Create a mail merge to communicate directly with the candidate, rather than using a mail merge linked to a stage in the recruitment process.
Duplicate Candidate Add the candidate to an additional vacancy.
Move Candidate Move the candidate to a different vacancy if they are not suitable for the current one.

Other tab

This tab shows additional information about the candidate (for example, any linked media source).

If you add a start date on this tab (i.e. if the candidate’s application for the vacancy is successful), you can use the Transfer to HR option to move the candidate’s details as follows:

  • If you add a start date in the future, the information transfers to the Starter Directory (then to the Employee Directory on their start date).

  • If you add the current date as a start date, the information transfers to the Employee Directory.

After using the Transfer to HR option for a candidate, the option removes from the Other tab.

After selecting Transfer to HR, candidate information syncs to HR, including:

  • Passport Number

  • Nationality

  • Address, including multi-line (addresses which span over multiple lines)

Notes tab

This tab shows additional notes about the candidate:

  • The Candidate Recorded Notes field shows information the candidate has added from the website.

  • The Internal Notes field shows information added internally. Using the date/time stamp when adding internal notes allows you to create an audit trail.

Documents tab

This tab shows documents linked to the candidate, including mail merge documents added using the Link to Employee option.

To add new documents (for example, a CV), select Create New.

Screening tab

This tab shows the candidate’s answers to screening questions.

Skills tab

This tab shows the candidate’s skills.

Actions tab

This tab shows an audit trail of actions for the selected candidate and vacancy.

You can configure recruitment actions in System Tools > Lookup Tables and add them to candidates’ records using the cog icon to the left of the General tab. Example actions include telephone call and email.

Unlike Stages, Actions do not move candidates through the recruitment process.