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How to use the Candidate Page

How the candidate page works in Screenloop

Updated yesterday

The Candidate Page keeps all candidate activity, communication, and actions in one place—so nothing is missed and collaboration stays simple.

The Candidate Page is your central place to view, manage, and take action on a candidate throughout the hiring process.

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 pencil icon to edit CV, experience, role, or other details.


Schedule an Interview

  • Click the calendar icon to schedule an interview.

  • For full scheduling instructions, see:

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

    • Use an email template (editable)

  • Admins manage templates in Organization Settings.

  • Add:

    • Subject line

    • Attachments (optional)

  • Click Send or Cancel.

  • See below:

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:

Editing Candidate Profile

Click Edit Candidate Profile to edit/add/remove any of the candidate's information.


​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.

Tabs

1. Activity

  • View detailed activity history.

  • Filter by:

    • Date

    • Activity type


2. Interviews

  • View all interviews:

    • Scheduled

    • Completed

    • Pending

    • Expired

  • For expired self-scheduling links:

    • Click Regenerate self-scheduling link to reschedule.

3. References

Reference requests are fully automated, saving hours of manual follow-up.

  • Request reference checks (default: 2 Managers, 1 Peer).

  • Click Request Reference Check.

  • Candidate submits referee details.

  • Referees receive and complete the checks.

  • You’re notified when complete.

  • View reports in the References tab.

  • To change referee structure, contact your Customer Success Manager.

    This is what the candidate receives in their inbox:

4. Background Checks

All checks are compliant and securely handled, giving you confidence in your hiring decisions.

  • Go to the Background Checks tab.

  • Click Request Background Check.

  • Select:

    • Country

    • Check types:

      • Softcheck

      • Identity Verification

      • Enhanced Identity Verification

      • Criminal Record Check

      • Enhanced Criminal Record Check

      • Education Verification

      • Employment Verification

      • Right to Work (coming soon)

Pressing the 'Request Background check' button will bring up a form that should be filled according to the candidate's information and the desired background check(s), as well as the respective country for which it is being requested. Here are the checks that can be requested (which vary according to the chosen country):

  • Softcheck

  • Identity Verification

  • Enhanced Identity Verification

  • Criminal record check

  • Enhanced Criminal Record Check

  • Education Verification

  • Employment Verification

  • Right to Work (coming in the next few weeks)

Status:

  • Pending: Waiting for candidate completion.

  • Returned: Report ready to download.

Notifications:

  • Sent via email and Slack when completed.

Pricing:

  • Each check is billed in the next billing cycle.

Security:

  • Background checks are ISO, SOC 2 Type 2, and SOC 3 certified.

Additional Note

  • Third-party browser tools (e.g. Grammarly) may cause performance issues.


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