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Exporting Candidate Information in iSmartRecruit

The Export Candidate Information feature in iSmartRecruit allows you to download detailed candidate profiles in a customized format. This feature helps you generate comprehensive reports, share profiles with clients, and keep track of candidate records in a structured PDF format. Whether you’re conducting executive searches or managing regular recruitment, this guide will walk you through setting up and exporting candidate profiles.

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Written by Disha

Updated over Day(s) ago

Adding Executive/Profile Summaries (Optional)

  • Add Executive/Profile Summaries:

    • Navigate to the Jobs Module → Open a Job → Candidates Tab.

    • Click on More Actions for a particular candidate and select Add Executive/Profile Summary.

    • Enter the executive/profile summary (up to 3000 characters) and save.

    • You can edit the summary later if needed.

    • The same option is available in the Candidates Module → Open a Candidate → Jobs Tab.


 

Exporting Candidate Information

  • Access the Export Option:

    • Open a candidate’s profile.

    • Click the Export profile icon from the header.


  • Set a Theme and Select Information to Export:

    • A pop-up window will appear, allowing you to choose a colour theme for the exported profile and choose from various details to include using the available checkboxes:

      Note: If no logo is uploaded, a message will appear guiding you to upload one via the Admin Module → Integration Tab → Website Integration.
      Note: If no summary has been added, a message will appear guiding you to add one.

  • Reordering Sections:

    • Click the Reorder Sections button to arrange the selected sections in your preferred order.


  • Export the Profile:

    • Click Export to download the profile.

  • Saving or Sharing the Profile:

    • Save the Profile: Adds the PDF to the candidate’s file section for future reference.

    • Share the Profile: Sends the profile to clients via email or job tracker.

Important Notes

  • Default Selections: The system remembers your previous checkbox selections, applying them the next time you export a profile.

Need Help?

If you have any questions, feel free to reach out to our support team at [email protected].