Candidates
Candidate records contain the master data, documents, applications, Project assignments, activities, and workflow history for a person in EmmyCore.
Candidate Records And Applications
EmmyCore distinguishes between:
- Candidate details: the candidate master record, including personal/profile data and documents
- Candidate applications or assignments: the Candidate's connection to one or more Projects
This matters because a Candidate can exist once in the database and still be connected to multiple Projects.
Creating Candidates
There are three common ways to create Candidates.
CV Parsing
CV parsing imports one or more CV files and extracts structured Candidate data.
Typical workflow:
- Open the import area.
- Optionally select the Project the Candidates should be assigned to.
- Upload one or more CV files.
- Let EmmyCore parse the files.
- Review duplicates if EmmyCore identifies possible existing Candidates.
If no duplicate is found, the Candidate can be created automatically. If duplicates are found, users review whether the imported data belongs to an existing Candidate.
LinkedIn Import
LinkedIn import requires the configured browser extension.
Typical workflow:
- Install and connect the browser extension.
- Open the LinkedIn profile you want to import.
- Trigger the import from the extension.
- Review imported or duplicate Candidates in EmmyCore.
Imports can take several minutes. Multiple Candidates can be imported in parallel depending on the integration.
Manual Creation
Manual creation is available from the Candidates area.
Typical workflow:
- Open Candidates.
- Select New.
- Fill the required fields.
- Save the Candidate.
Use manual creation when no CV or external profile import is available, or when you need to add a Candidate quickly.
Duplicate Handling
If EmmyCore detects that a Candidate may already exist, the import does not always create a new record immediately.
Users should review possible duplicates and decide whether to:
- Use the existing Candidate
- Merge or update information, if supported by the configured process
- Create a new Candidate when it is genuinely a different person
Duplicate handling protects the database from fragmented Candidate histories.
Assigning A Candidate To A Project
Candidates are assigned to Projects through an application or assignment record.
Typical workflow:
- Open the Candidate page.
- Select + Application or the equivalent assignment action.
- Choose the Project.
- Save the assignment.
After saving, the Project appears on the Candidate page and the Candidate can move through that Project's workflow.
Candidate Detail Page
The Candidate page is the main workspace for a specific person.
Depending on configuration, it can include:
- Candidate avatar or profile image
- Editable V-card details
- Project/application tabs
- Workflow path and step history
- Documents
- Activities
- Emails and tasks
- GDPR action
- Portal sharing action
- Report creation action
- Owner change action
Candidate Timeline
The Candidate timeline shows relevant history in chronological order.
It can include:
- Workflow steps
- Activities
- Emails
- Tasks
- Notes
- Interview entries
Use the timeline to understand what happened with a Candidate and what the next step should be.
Candidate Documents
Candidate documents are managed from the Candidate page.
Typical workflow:
- Open the Candidate.
- Open the documents area.
- Add a document with the upload action.
- Upload the file or drag and drop it.
- Select the document type.
Supported document types and visibility rules depend on tenant configuration.
Candidate Image
Users can add or change a Candidate image from the Candidate page where the avatar/profile image action is available.
Candidate images can later appear in other EmmySoft interfaces if synchronized and allowed by configuration.
GDPR And Portal Sharing
Candidate actions can include GDPR requests and portal sharing.
- GDPR sends or manages candidate privacy consent communication.
- Share on portal makes selected Candidate data available to EmmyPortal, subject to Project workflow state, permissions, and tenant configuration.
For communication details, see Email And GDPR.