Candidate profile
Everything Nextal knows about one candidate, on a single page — identity, contact info, status, work history, skills, files, conversations, and notes. The header is edited with the Edit button, in one panel; the profile, sheet by sheet, in a side panel.
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.
On a wide screen (1280 pixels and up), the page has two columns:
- On the left, the candidate card — name, stars, status, social links, contact info, address, communication preferences, and the Edit and 3-dot buttons — then the AI Summary card (visible when the Nextal AI integration is enabled). This column stays in place while you work in the tabs; if it is taller than the screen, it scrolls on its own.
- On the right, the tab bar — nine tabs covering every interaction with the candidate — and the content of the open tab, which fills the height of the window.
On a narrower screen, the card becomes a compact band above the tabs — see On a narrower screen.
The candidate card
From top to bottom:
- Candidates — the link back to the list, at the top left. At the top right: the Edit button (see Editing the header) and the 3-dot menu.
- The avatar and the name — a circle with the candidate’s initials (no photo), then their first and last name. A candidate without names shows First Name Last Name in light grey.
- The stars — see Star rating.
- The status — a colored pill showing the candidate’s current status (New, Active, Hired, Inactive, etc.). The color matches the level — blue, grey, green, red or orange — so it’s easy to scan at a glance. The available statuses are managed by your admin under Settings → Customization → Candidate statuses.
- The social links — one icon per online profile that is filled in: LinkedIn, Website, GitHub, Facebook, X (Twitter). A click opens the profile in a new tab; an empty link shows no icon.
- The contact info — the email, the phone, the postal address (a free-form string or a structured address with city, province, postal code and country), then the preferred channel and language (for example Email · French). An empty value is not shown.
- Created on… — at the bottom of the card: when the candidate was created, where they came from (the Source field, if set), which teammate created them, and the last update, with its author.
Star rating
Five stars under 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 — the stars don’t go through the Edit button.
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.
Editing the header
Every field of the card is edited together, in one panel:
- Click Edit — at the top of the candidate card, in the compact band on a narrower screen, or in the identity line when the side panel is hidden. The Edit candidate panel opens on the right.
- Change the fields you need. They are grouped in four sections:
- Identity — First Name and Last Name. Both are required: an emptied field shows “Required”.
- Contact — Email, Phone Number and Address. Email and phone are optional. The address is picked from a search box with a map, which geocodes it (for distance-based matching later); until you pick a suggestion, the stored address is kept.
- Status and preferences — Status (the statuses your organisation configured), Channel (Email, Phone Call or Text Message) and Language (French, English or Spanish). Email templates and SMS automatically pick the candidate’s language when you reach out.
- Links — LinkedIn, Website, GitHub, Facebook and X (Twitter). A link you change must be a full web address, with https:// — otherwise “Please enter a valid URL”. A stored link you don’t touch never blocks the save.
- Click Save. The button turns on as soon as a field has changed; pressing Enter in a field does the same. The panel closes and the card shows the new values.
Cancel, the ✕, the Escape key or a click outside the panel close it without saving anything. If the save fails, the panel stays open with your entries and the message “The changes could not be saved. Please try again.”
AI Summary
Under the candidate card, Nextal displays an AI Summary card when the Nextal AI integration is enabled for your organization.
The card contains:
- The summary — an AI-generated paragraph synthesizing what Nextal knows about the candidate from their profile, their exchanges and their reference responses. A long summary is cut: Show more shows all of it, Show less folds it back.
- Based on: … — the sources used, for example Based on: 3 emails · 2 references · 4 employers, then Generated on <date> — when the summary was last produced.
- The disclaimer “AI-generated — may be inaccurate. Verify before relying on it.”, at the bottom of the card.
- The ⓘ icon — hover it to see the disclaimer, the sources and the date again.
- The Regenerate button (circular arrow, at the top of the card) — triggers a fresh summary on demand (useful after new references come in). The icon spins while it runs.
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 count pill when there’s content there (showing “99+” at 100 or more):
- Files — resumes, cover letters, signed offers. See Files & resume.
- Profile — overview, experience, education, languages, custom properties. See The Profile tab below.
- Emails — full email history with the candidate. See Emails.
- Texts — the SMS conversation. 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.
More: the tabs that don’t fit
When the bar is too narrow for the nine tabs, the last ones move under More ▾, at the end of the bar. Click More to see them, with their counts, and pick one: it opens just as if you had clicked its title. When the open tab is under More, the button names it — for example More: Tasks.
Hide side panel
At the end of the tab bar, a button (tooltip Hide side panel) folds the left column away: the tabs take the full width, and an identity line — avatar, name, stars, status and Edit button — shows above them. The same button, now Show side panel, brings the column back.
Nextal remembers your choice in this browser, for every profile — candidates, jobs, clients and contacts. The 3-dot menu and the AI Summary live in the column: show it again to reach them.
On a narrower screen
Below 1280 pixels wide, there is no left column and no button to hide it. Above the tabs:
- A compact band — the back arrow to the list, the avatar, the name, the stars and the status on one line; the email, phone, city and communication preferences on the next line (hover a shortened value to see it in full); on the right, the social links, the Edit button and the 3-dot menu.
- An AI Summary band (when Nextal AI is enabled) — the summary on two lines, Show more to read all of it, the ⓘ icon (disclaimer, sources and date) and the Regenerate button.
The “Created on…” line is not in the band: the Profile tab shows it at the top.
The Profile tab
The Profile tab gathers everything that describes the candidate beyond the header, in six stacked sheets. On the left, a section navigator — Overview, Mobility, Experience, Education, Languages, Custom properties, with the number of entries — highlights the section on screen and scrolls to the one you click. At the top, a line recalls when and by whom the candidate was created and last updated.
As in the header, nothing is edited in place on this tab: every sheet has its own Edit button (or Add experience / Add education) that opens a side panel. An empty field shows as a dash.
Overview
- Current position / Requested position / Current salary / Requested salary — their current role and the one they are looking for, plus their pay context.
- Available — the date from which they can start.
- Source — where the candidate came from, with their creation date.
- Experience — the months of experience, the months in management and the average per employer.
- Skills and Tags — as chips. Tags are for organising (campaigns, geography, status); Skills for technical abilities (React, Project Management, etc.).
- Description — free text for anything that does not fit elsewhere.
Mobility
Where the candidate can work — not to be confused with the header address, which says where they live. Three lines:
- Can work — a single line, always in the same order: the accepted work modes (On-site, Hybrid, Remote), the regions (cities or provinces; the first four, then “+n”), the maximum commute (e.g. ≤ 45 min), then relocation — No relocation, Relocation: open or Will relocate — and, in italics, the relocation note if there is one. Whatever is not filled in is simply left out; a completely empty block shows as a dash.
- Lives in — a read-only echo of the header address (city, province · postal code, or the free-form address). To change it, use the header’s Edit button.
- Updated — the date and the person who last entered the mobility. When the candidate filled it in themselves while applying on your career site, the line says Career portal. The line only appears when mobility is filled in.
This mobility is what the Work mode, Region and Relocation filters of the candidates list and the kanban mobility hint read. Candidates fill it in themselves when your admin activates the Mobility field of your career site’s application form.
Experience
A timeline, newest at the top. For each job: the span (2022 – today) and its duration, the job title, the employer and location, the description. Entries are typically created by the CV parser when a candidate uploads their resume; Add experience creates one by hand, and every entry has its own Edit button.
Education
Same layout as Experience, for schools: the span, the degree, the field of study, the school, the grade and the description. Add education and Edit per entry.
Languages
The French and English levels, on a six-level scale — from No knowledge to Native — shown as a bar.
Custom properties
Any extra fields your admin has added (visa status, remote preference, preferred city, etc.), one per line. The navigator’s counter says how many are filled in.
Editing the profile in the side panel
Click Edit on a sheet, or Add experience / Add education:
- Overview — every field of the sheet in one panel: positions (pick from the list or type a new value), salaries (a number), available date, source, experience months, description, skills and tags.
- Mobility — the Edit mobility panel, with five fields: Work modes accepted (tick every mode the candidate would accept — On-site, Hybrid, Remote), Regions (on-site / hybrid) (pick from your organisation’s cities and provinces — the same lists as clients and jobs — or type a free value, kept as-is and shown in amber), Max commute (minutes), Relocation (No / Open / Yes; click again to clear) and Relocation note (conditions, cities, timing…; kept, but not shown while relocation is “No”). Save is only enabled once something has changed; clearing all five fields clears the block.
- Experience — job title, employer, location, From / To dates (leave To empty for a current position) and description. On an existing entry, the panel also offers Delete, with a confirmation.
- Education — school, degree, field of study, grade, dates and description. The same Delete button when editing.
- Languages — the level of each language, by clicking the level you want (click it again to clear it).
- Custom properties — one field per property, of the type your admin configured (text, list, date…).
Save applies the change and closes the panel; Cancel discards it. An end date before the start date, or a salary that is not a number, blocks the save with a message under the field.
Who can do what
| What you want to do | What you need |
|---|---|
| Open and read the candidate profile | Access to candidates |
| See the Edit button and 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 |