There are two ways to update a candidate's information: via the Candidate Profile and Candidate Inquiry.

Candidate Profile (User update)

If you have the Candidates > Edit permission assigned to your user role, you will have the Edit option in the …More menu. Selecting this will open a slide-out drawer where you can edit the candidate's name, contact information, language, and source.

• Note: Job and location information can only be updated when moving a candidate to a different job. Click here to learn more about this process.

Candidate Inquiry (Candidate update)

Candidates can update aspects of their information and communication preferences via their conversation with your AI Assistant. Depending on their status and/or request, they will receive one of the following update options.

Update while in the Capture In-Progress or Capture Complete status

If the candidate is in the Capture In-Progress or Capture Complete status and the candidate asks to update their information, then your AI Assistant will open an update modal where they can update their name, contact information, communication preference, and resume. Click here to learn more about this process.

Request to see, update, and delete data

The General Data Protection Regulation (GDPR) applies to all candidates based in the EU. The California Consumer Privacy act (CCPA) applies to all candidates in California. Candidates who have their IP address or country code in their phone number based in the EU/California will later have the option to view, edit, and/or delete their personal information in the CEM.

If the candidate asks to see their data in any status, then the candidate will be able to open the Candidate Information portal where they can review the terms and conditions they agreed upon, certain activity taken on their profile, and their personal information. They have the option to update their name and contact information as well as request that their information/data be deleted from the CEM. 

The request to update and delete a candidate's information will be sent to the main contact on file, which is set on the backend by your CS Representative. Click here for more information on this process.

Manage communication preferences

You can enable the capability for any candidate to update their information directly from their conversation with your AI Assistant. This will allow candidates to edit their data without going through the Data Privacy Update process via a secure login (in above subsection), which is time consuming and must be approved by an admin on your team. This will also solve the issue of candidates incorrectly inputting their information and not moving forward in the application process with the right information.

If the candidate clicks the manage communication preferences linked text at the bottom of an email communication or messages PREF via SMS or WhatsApp to your AI Assistant, then candidates can update their channel preference, or the method in which they receive communications, and their preferences in receiving communications via campaigns, job alerts, and Talent Communities, if one or more are enabled for your account. Click here to learn more about this process.