In Breezy, every candidate has a profile where you can keep track of all their contact and application info, plus your hiring team’s interactions and feedback.
The candidate profile is made up of three main sections:
The profile is created when a candidate applies to a position or is added by a team member or external recruiter. The initial candidate details and experience are added automatically, depending on how the candidate was added and what info they provided. The profile will develop as you get to know a candidate and they interact with your hiring team.
Hiring team Members can view most of the info on a candidate’s profile, but only Hiring Managers can make changes and communicate directly with candidates.
In this article:
How to access a candidate’s profile
You can open a candidate’s profile anywhere you see their name and profile picture (or candidate card) in Breezy. To find a candidate:
Search for their name with the search box in the left sidebar
Click the Candidates link in a position card on your dashboard (home screen)
Use the Candidates link in the left sidebar
Open a position or pool and click the Pipeline or Candidates tab.
Once you’ve found who you’re looking for, just click their name to open the profile view!
The default view of the profile is divided into 3 sections: Candidate Details, Candidate Experience, and Hiring Team Actions. You can switch between a two- and three-column view or hide the candidate details panel. Like this:
Candidate Details
The Details section of the candidate profile appears on the right side of the window. It provides a summary of the candidate’s basic info, including contact information, social media links, how the candidate was sourced or added, and their preferred salary range. You can also move the candidate to a new pipeline stage and add tags to help organize your candidates.
Hiring Managers can update, add, and remove information in the Details section by clicking directly on the field they want to change.
Candidate Experience
The Experience section of the candidate profile is located on the left-hand side of the window. It’s where Breezy stores the candidate’s resume, plus details about their experience, education, and qualifications.
As you add info about your candidates, it will appear in the relevant tabs in the Experience section. The options you see may vary, depending on your hiring team role and the features included with your plan.
Experience: Information collected on your application form and parsed from the candidate’s resume will be displayed here, like work history, education, languages, and certifications. Hiring Managers can also add details manually, or click the edit icon (pencil) next to an entry to make changes.
Resume: The candidate’s resume or CV from their application will be displayed here. You can also manually upload one using the Upload Resume button. If Resume Audit is enabled, you’ll see their results here.
Questionnaires: The candidate’s responses to any questionnaires you’ve sent will be saved here. You can also send the candidate a questionnaire from this tab, using the Send Questionnaire button.
Team Scorecards: Hiring Managers can view all scorecard input from the hiring team in a single view. You can also ask the hiring team to complete scorecards with the Request Scorecards button.
Documents: File attachments and other uploads are accessible here, like cover letters, work samples, eSignature documents, and offers.
Assessments: If you’ve enabled an assessment integration and have sent an assessment to the candidate, you can find their results here. You can also send an assessment from this tab, using the Send Assessment button.
References: Information gathered from reference requests will be shown here, like contact info provided by candidates or responses collected from references. You can also manually add references here, using the Add References button.
Background Checks: If you’ve enabled a background check integration and have run a check on the candidate, you can find the results here. You can also start a background check with the Run Background Check button.
Applicant Insight: If you’ve enabled Applicant Insights or Resume Audit, you’ll see audit results and a full breakdown of the candidate’s results for each Insights category.
Interview Analysis: If you’ve enabled Interview Analysis, you’ll see results for all the candidate’s interviews, plus the option to generate new interview questions.
💡 Tip: Save time with shortcuts!
Use keyboard shortcuts to manage candidates more efficiently.
Hiring Team Actions
The middle section of the candidate profile is where you and the rest of the hiring team really get involved. Team members can add feedback, schedule and follow up on interviews, and communicate with the candidate — or each other.
The section updates as you interact with the team and respond to messages, scorecards, and tasks.
Activity: The candidate’s activity history is shown, along with internal messages between hiring team members. All hiring team members can access the Discussion tab, and you can use @ mentions to notify teammates and involve them in the conversation. You can filter your view of the activity stream by position, hiring team members, and activity type. If Activity Summary is enabled, you’ll see the recap here, too.
Messages: You can send emails and text messages to the candidate from here, plus see the entire messaging history.
My Scorecards: The candidate’s scorecard is available here. Each hiring team member will see the feedback they’ve added—only the Hiring Manager can see scorecards completed by other team members (on the Team Scorecards tab of the profile).
Meetings: Upcoming meetings are displayed, so you can see interviews scheduled with the candidate. You can also schedule an interview from this tab using the Schedule Interview button.
Tasks: This section shows a list of your open tasks associated with the candidate. As tasks are completed, they’re removed from the list.
Notes: This is where you can make notes about the candidate for your own reference. You can keep your notes private or share them with the Hiring Manager for the position.
Additional tools
In addition to the details and options you’ll find in each area of the candidate profile, you can find tools and shortcuts in the profile header, along the top of the window.
On the left:
Candidate score: Once the candidate receives feedback on scorecards, the hiring team's average Overall Rating appears next to their name and profile picture.
Follow: Click the bell icon to get notifications about activity on the candidate’s profile.
Star: Click the star to find the candidate faster in your left sidebar and filtering options.
On the right:
Send Email and Send SMS: Jump right to composing a new message to the candidate.
Assign: Assign the candidate to a specific Hiring Manager.
Schedule Interview: Schedule an interview with the candidate, and include interview guides, video options, and Interview Analysis.
More menu (three dots): Find more shortcuts to manage and screen the candidate, like:
Sending a questionnaire
Requesting a signature or sending an offer
Adding a task for the hiring team
Blocking, deleting or archiving (or unarchiving) the candidate
Requesting an Application or Email Verification
Running a background check
Exporting the candidate’s info to an HRIS or Breezy Onboard