Candidate Profile

The Candidate Profile provides a comprehensive view of a candidate’s background, contact details, work history, and salary range. From here, you can view candidate details, log interaction notes, set follow-up reminders, add candidates to projects or jobs, and manage automated outreach sequences.

SEARCH Candidates

To search for candidate profiles in your database, please refer to the Talent Map guide.

UPDATE Candidate Profile

Keep candidate details and contact information accurate:

Click the pencil (edit) icon button in the candidate’s profile header.
An Edit Contact & Profile dialog will open. Modify the candidate’s details as required.
Click the Save changes button to apply the updates.

ENRICH Candidate Profile

Automatically update candidate profile details using Scout’s built-in enrichment:

Click the Enrich Profile button on the candidate’s profile.
Wait a few moments while Scout gathers up-to-date professional background information.

Note You must configure enrichment settings under Settings first before using this feature. With Scout Enrich, each organization receives 25 credits per month.

ADD New Note

Document interactions and meetings with text notes:

Go to the desired candidate detail page by clicking the name of the candidate in the table listing.
Once on the profile, click the Notes tab.
Write your update in the Add a note… text area.
Click the Add Note button below the text area.
The new note will appear instantly at the top of the notes timeline.

ADD New Note by Voice

Log notes on-the-go using voice dictation or live screen-share context:

Go to the desired candidate detail page by clicking the name of the candidate in the table listing.
Open the Notes tab.
Click the Record a note button.
Record your notes using one of these options:
- Click Record mic to dictate your thoughts.
- Click Share screen to let the AI capture and summarize context from a live meeting or call.
End the recording to submit it. Once the AI finishes processing, the summarized note will appear on the timeline.

ADD New Reminder

Set up follow-up notifications to make sure tasks are not forgotten:

Go to the desired contact detail page by clicking the name of the contact in the table listing.
Open the Reminders tab.
Write your task in the Add a reminder… input box.
Choose a due date and select the assignee from the dropdown list.
Click the Add Reminder button.
The new reminder will be added to the list.
An automated email reminder will be sent to the assignee at 9:00 AM on the scheduled day.

ADD New Reminder via Notes

Let the AI extract reminders directly from your written or spoken notes:

Go to the desired candidate detail page by clicking the name of the candidate in the table listing.
Open the Notes tab.
Create a note (using either text or voice dictation) that mentions the candidate’s availability or a follow-up date (e.g., “Schedule a call with John next Tuesday”).
Once the note is saved, the AI will automatically parse the scheduling details and create a new reminder in the Reminders tab.
An automated email reminder will be sent to the assignee at 9:00 AM on that scheduled day.

ADD Candidate to Project

Organize your candidates into sourcing lists:

Go to the desired candidate detail page by clicking the name of the candidate in the table list.
Open the Projects tab.
Click the Add to project button.
When the Add to project dialog opens, check the boxes next to the desired projects.
Click the Add to Project button to save.
The selected project(s) will now appear inside the Projects tab.

ADD Candidate to Job

Track candidates against active hiring roles:

Go to the desired candidate detail page by clicking the name of the candidate in the table list.
Open the Jobs tab.
Click the Add to job button.
When the Add to job dialog opens, select the desired jobs.
Click the Add to Job button to save.
The selected job(s) will appear inside the Jobs tab.

ADD Candidate to Outreach Sequence

Enroll candidates in automated sequences:

For email campaigns, refer to the Email Sequence guide.
For LinkedIn outreach, refer to the LinkedIn Sequence guide.

DOWNLOAD Masked Resume

Generate client-ready versions of candidate resumes:

On the candidate profile page, click the triple dot (…) button.
Select either Download masked PDF or Download masked DOCX from the dropdown menu.
When the Submitting this to a Client? dialog opens, choose to record the submission to a client, or click the Skip & Download button to proceed immediately.
The masked resume file will be downloaded to your computer.

GENERATE Candidate Report

Create AI-powered candidate summaries for client submission:

On the candidate profile page, click the triple dot (…) button.
Click the Generate Candidate Report option in the dropdown menu.
In the dialog, select a job to link the candidate report to.
Click the Add & Generate Report button to proceed.
Wait for the AI to parse the profile and generate the report details.
Review the AI-generated responses in each field and edit them if necessary.
Click the Generate Report button to complete the process.
The completed report will download to your computer.

GENERATE Submission Email

Draft client introduction emails automatically:

On the candidate profile page, click the triple dot (…) button.
Select Generate Submission Email from the dropdown menu.
When the dialog opens, choose a job to link to the email.
Click the Add & Generate Submission Email button.
Wait a few moments for the AI to compile the draft.
Review and edit the generated fields, ensuring all required fields are complete.
Click the Generate Submission Email button.
The submission email will be generated, and a confirmation dialog will appear.
Verify all details, or click Regenerate if you want the AI to draft another version.

Pro Sourcing Tip

Make sure to configure the email client integration (for Gmail, Outlook, etc.) in your account settings. This allows Scout to automatically save these generated submission emails directly into your draft folders.

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