Tracking Applications

The Candidate tab on a candidate profile tracks everything about the person as a candidate: their applications, placements, and potential matches.

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Overview

All processes the candidate is part of, in one list, grouped into Jobs and Speculative Presentations. For each one you see the job title, the job status, company, stage, label, state, last activity, owner, and the client contacts on it. The job status column is the job’s own status, and any of them can appear: a candidate in a pipeline for a job that is Interviewing, Won, or Lost is listed here alongside one on a job at Open. This is everything the candidate is part of, not only what is still open.

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Placements

The candidate’s placements: the jobs they were successfully placed in. Each placement shows who placed the candidate, the placement type, start date, salary, fee, and any fee splits between teammates.

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Jobs

Every job application the candidate is part of, whatever status the job itself is in. For each application you see:

• Company name
• Job title
• Time in stage
• Application stage
• Application status

You can move the candidate forward in the process from here. Click an application to open it and see the full context.

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Speculative

Introduce a strong candidate to a company even when there is no open role. To create a speculative presentation, click the + sign at the top right of a column. Pick the company you want to present to, and optionally a contact. Then move the candidate through the stages as the conversation progresses. You can also start from the Present button on the profile, which emails the candidate to your client contact and logs the speculative presentation in the same step. See presenting candidates.

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Matching

AI suggestions based on the whole profile: details, experience, notes, and applications. Spott identifies:

• Jobs in your database that could be a good match for this candidate.
• Candidates in Spott with a similar profile.

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Next steps