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How to use the Candidate Page

Keep all candidate activity, communication, and actions in one place

Updated this week

The Candidate Page is your central hub to view, manage, and take action on a candidate throughout the hiring process. It consolidates all activity, notes, interviews, scorecards, and tasks so nothing is missed and collaboration stays simple.


Permissions

Permissions ensure sensitive candidate data is only visible to the right people.

  • Admin users: Can see all candidates and all actions.

  • Basic users: Can only see candidates and actions for roles they’re assigned to.


Candidate Information

  • Click View CV to open the candidate’s CV.

  • Open the candidate’s LinkedIn profile (if available).


Activity Feed

Use the Activity Feed as your single source of truth for all candidate interactions.

Shows all activity for the candidate, including:

  • Emails

  • Interview details

  • Completed scorecards

  • Notes

Actions:

  • Click Add note to leave a note.

  • Tag colleagues using @name (they receive an email notification).

  • Feed is ordered from oldest to newest.


Metrics Bar (Top of Page)

These metrics help you identify bottlenecks and keep your hiring process moving efficiently.

  • Current stage: Where the candidate is in the process.

  • Time on stage: How long they’ve been in this stage.

  • Time in process: How long they’ve been in the overall hiring process.


Pending Actions

Pending Actions help ensure tasks are never forgotten and hiring moves forward on time.

  • My Own: Tasks you need to complete (e.g. fill a scorecard, schedule interview).

  • Hiring Team: Tasks assigned to other team members.

Note:

  • Only Admin users can see Hiring Team actions.


Edit Candidate Application

Click the three dots to edit CV, experience, role, or other details.


Schedule an Interview

Click the calendar icon to schedule an interview.


Move Candidate to Another Stage

  • Click the arrow icon to move the candidate in the job workflow.


Email a Candidate

Sending emails directly from Screenloop keeps communication tracked and visible to your team.

Click the email icon to send an email

  • Options: Write from scratch or use a pre-defined email template

  • Add subject line and attachments (optional)

  • Click Send or Cancel

Admins manage templates in Organization Settings


Add Candidate to Another Job

Reuse candidate information instantly and avoid duplicate data entry.

  • Click Add Job Application.

  • Assign the candidate to another role.

  • Their existing information (e.g. CV) is reused automatically:



​Other Actions

  • Add Note: Add internal notes and tag teammates.

  • Interview Kit: View scorecards and interview questions.

  • Reject Candidate: Reject and choose a reason. You’ll be prompted to email the candidate.

  • View Scorecards: See previous interview feedback.

  • Fill in Scorecard: Complete your interview feedback.


Pulse: Share Candidate Pulse Surveys Manually

You can manually send Pulse surveys to your candidates. This feature requires Candidate Pulse to be enabled for your account and triggers set up for the candidate’s status and/or job stage.

How to share a survey:

  1. On the candidate profile page, click Share cNPS Survey

  2. A modal will appear displaying:

    • Candidate’s stage/state

    • Default email message to be sent (editable)

  3. Edit the email message if needed, then send

This allows you to ensure candidates receive the surveys relevant to their progress and provides richer feedback for your hiring team.


Tabs

Activity

  • View detailed activity history.

  • Filter by Date or Activity type


Feedback

  • Search ratings and scorecards by Status, Stage, Hiring Team

  • Add feedback (top right) in the form of Ad-Hoc scorecard or Rating


Interviews

View all interviews:

  • Scheduled

  • Completed

  • Pending

  • Expired - for expired self-scheduling links, click Regenerate self-scheduling link to reschedule.



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