Candidate profile
Everything Nextal knows about one candidate, on a single page — identity, contact info, status, work history, skills, files, conversations, and notes. Click any field to edit it in place.
The candidate profile is the complete record for one person — everything Nextal knows about them lives on this page. When the page loads you’ll see a brief moment with a spinner, then the full profile appears.
The page is organised top to bottom into five sections:
- A header row with the candidate’s name, star rating, social links, and a delete/merge menu.
- A row of four key-fact cells (contact info, address, status, communication preferences).
- An AI Summary card (visible when the Nextal AI integration is enabled).
- A tab bar with nine tabs covering every interaction with the candidate.
- A small line at the bottom showing who created the candidate and when.
The top of the page
Name and avatar
The candidate’s avatar is shown as a circle with their initials — no photo. Their first and last names appear next to it. Click anywhere on the name area to open a small editor where you can update both fields. If a candidate hasn’t been given names yet, you’ll see “First Name” and “Last Name” as light-grey placeholders.
Star rating
Five star icons next to the name let you rate the candidate from 1 to 5. Click a star to set the rating; click the same star again to clear it. Each click saves immediately.
Social links
Five icons on the right are clickable links to the candidate’s online profiles:
- Website
- GitHub
To add or change a URL, click the pencil that appears on hover. URLs must be valid web addresses.
The 3-dot menu
The menu only appears for team members with delete permission. Two options:
- Delete candidate — opens a red confirmation dialog. Once confirmed, the candidate is removed and you’re sent back to the dashboard. If the candidate has applications attached, deletion is blocked and you’ll see “Candidate can not be deleted because it has applications”.
- Merge with another candidate — only shown if you also have edit permission. Opens the merge assistant with this candidate pre-filled as the surviving record. See Merge duplicates.
The key-facts row
Four boxes side by side. Click any of them to open an inline editor.
Contact info
The candidate’s email address and phone number. Click to edit either field. Both are optional — you can save a candidate with just one or even neither.
Address
The candidate’s postal address — either a free-form string or a structured address with city, province, postal code and country. When you edit, you’ll use an address picker that geocodes the address (so it can be used for distance-based matching later).
Status
A colored pill showing the candidate’s current status (New, Active, Hired, Inactive, etc.). Click to pick from your organisation’s configured statuses. The color of the pill matches the status’s level — blue, grey, green, red, or orange — making it easy to scan at a glance.
The available statuses are managed by your admin in Settings → Customization → Candidate statuses.
Communication preferences
How the candidate prefers to be reached, and in what language:
- Channel: Email, Phone call, or Text message
- Language: French, English, or Spanish
Email templates and SMS automatically pick the right language when you reach out.
AI Summary
Between the key-facts row and the tab bar, Nextal displays an AI Summary card when the Nextal AI integration is enabled for your organization.
The card contains:
- AI-generated summary text — a paragraph synthesizing what Nextal knows about the candidate from their profile and reference responses.
- “AI-generated — may be inaccurate” disclaimer, shown directly below the summary.
- Based on: N references — how many reference responses were used to generate the summary.
- Generated on <date> — when the summary was last produced.
- A Regenerate button — triggers a fresh summary on demand (useful after new references come in).
- Helpful / Not helpful / Report inaccuracy feedback controls — lets your team flag quality issues directly from the profile.
The AI Summary helps recruiters quickly assess a candidate before diving into the full reference responses. It is advisory — always verify the underlying data before making hiring decisions.
The tab bar
Nine tabs cover every interaction with the candidate. Each tab title gets a small grey count next to it when there’s content there (showing “99+” at 100 or more):
- Files — resumes, cover letters, signed offers. See Files & resume.
- Profile — description, tags, skills, employers, education, custom properties
- Emails — full email history with the candidate. See Emails.
- Texts — SMS history. See Text messages.
- References — reference requests and responses. See Reference requests.
- Applications — jobs the candidate has applied to. See Applications tab.
- Comments — internal team notes. See Comments.
- Surveys — candidate surveys and interview feedback. See Surveys & feedback.
- Tasks — follow-up reminders. See Scheduled tasks.
The active tab is remembered in the URL — copy the address and send it to a teammate, and they’ll land on the same tab.
The Profile tab
When you click Profile, the tab body fills with three stacked cards.
About the candidate
The biggest card. Top to bottom you’ll find:
- Description — a free-form text editor for anything that doesn’t fit elsewhere.
- Tags and Skills — two chip pickers side by side. Tags are for organising (campaigns, geography, status); Skills are for technical abilities (React, Project Management, etc.).
- Source / Available date / French level / English level — where the candidate came from, when they can start, and their language levels (six levels from No knowledge to Native).
- Current position / Requested position / Current salary / Requested salary — their current role + the role they’re looking for, plus their pay context. Salary is in your organisation’s currency.
- Months per employer / Months in management / Months of work experience — useful for at-a-glance assessment of seniority and stability.
- Custom properties — any extra fields your admin has added (visa status, remote preference, preferred city, etc.).
Work experience
One block per past employer. For each job:
- Employer name, Job title, Location — all required when you edit
- From / To dates — month-year precision
- Description — a free-form text editor for responsibilities and achievements
Each field is editable independently. Work experience entries are typically created by the CV parser when a candidate uploads their resume.
Education
Same shape as Work experience, but for schools:
- School name, Degree, Field of study — all required
- From / To dates
- Description
How inline editing works
Almost every field on the page is editable in place:
- Hover the value. A border appears and a pencil icon shows up next to it.
- Click the value or the pencil. A small editor replaces the value, or a wider panel opens on the right for longer text.
- Make your change.
- Click Save to commit, or Cancel to discard.
For rich-text fields (description, comments), the editor also has a See/Hide HTML Code toggle if you need to paste in raw HTML.
When and by whom
A small line at the bottom of the page tells you:
- When the candidate was created
- Where they came from (the Source field, if set)
- Which teammate created them
- The last time the candidate was edited, and by whom
Who can do what
| What you want to do | What you need |
|---|---|
| Open and read the candidate profile | Access to candidates |
| Edit any field (name, contact, status, profile, experience, etc.) | Edit access on candidates |
| See the 3-dot menu | Delete access on candidates |
| Delete the candidate | Delete access on candidates |
| See “Merge with another candidate” | Both delete and edit access on candidates |