Candidate Profile Templates in ATZ CRM

Streamline your data entry process by creating custom templates for candidate profiles in ATZ CRM. Candidate Profile Templates allow you to standardize the structure of candidate information, ensuring consistency and saving time.

Steps to Create Candidate Profile Templates:

Step 1: Go to Admin Settings

Step 2:Select Candidate Profile Templates from the menu.

Step 3:Click the Create Template button.

Step 4: Design your template by adding placeholders for dynamic fields 

(e.g., Name, Email, Phone Number) and static fields for fixed information (e.g., Department, Job Role).

Step 5: Customize Your Template:

- Drag and drop fields to organize the layout.

- Use text boxes, dropdown menus, and other field types to capture specific details.

- Label each field clearly to avoid confusion

Step 6: Save your template once it’s complete.

Applying Templates to Candidate Profiles

1. Creating a New Candidate

- Go to the Candidates section and click on Add New Candidate.

If a default template exists, it will automatically apply to the new candidate profile.

2. Using Non-Default Templates

- If no default template is set, the candidate profile form will appear blank.

- You can manually select a template from the available list and apply it before saving the candidate profile.

How you can make a template default?

- Once you have created a template you see a page like this just fill the checkbox if you want to make the template default 

For further assistance, please contact ATZ CRM support team

Hope this helps :)