Using Profiles Internally

Profiles can be used to record information about a name or position in the database. These are useful when conducting phone screenings, reference checks, and gathering position requirements. Once completed the profile can be found in the attachments area of the record it was completed for.

  1. Access the name or position you would like to use a profile for
  2. Choose Submit Profile from the action dropdown to the rightsubmit_profile
  3. Select the profile to be completed
  4. Complete the profile accordinglyphone_interview_form
  5. Save

Your completed profile can now be found in attachements