Candidate Profile

The Candidate Profile shows a candidate’s background, contact details, work history and salary range. From here you can edit details, log notes, set reminders, add the candidate to projects, jobs and sequences, and create client-ready documents.

Before you start

• You need to find the candidate first. Click a name in Talent Map, New Search results, a project pipeline or a Resume Upload row.
• The main area has Profile, Placement Record, Talent Map, Recommended Jobs, Interviews & Certifications (when AI interview scheduling is enabled for your account) and Documents. The side area has Notes, Reminders, Projects, Jobs, Inbox and Sequence. On screens narrower than 1000px, switch between the main profile and the workflow pane with the Profile and Workflow controls. See Unified Inbox for the Inbox tab.
• On a computer, the profile header has a pencil button for Edit contact & profile, a microphone button for Record audio note (disabled when voice notes are unavailable), and a More actions menu. On a narrow header the actions are in the Candidate actions drawer.

READ the profile

The Profile tab shows work experience, education and skills when those details are available. Experience entries can include a role, company, dates, duration, location, skills and description. Open More under a description to read the full text. Education can show the institution, degree, field and dates. If the profile has no data in one of these sections, that section is not shown.

The header summarizes available location, years of experience, seniority, salary range and open-to-work status. It may also show badges such as work types, visa status, university or diversity labels, and source tags. Treat these as profile data, not a substitute for confirming details with the candidate.

Use Placement Record to review formal placement records and entries where the candidate is marked as placed but no formal placement record has been saved. Search by customer, role, recruiter or project. A marked-as-placed entry can show Details incomplete and identify which information was not recorded; open its project link for the project context.

Recommended Jobs lists roles Scout recommends for the candidate. A row may include a recommendation reason and links to the ATS or a Scout job. If there are no results, the tab says No recommended jobs yet.

Steps

SEARCH Candidates

To find a candidate, use Talent Map (by name or branches) or New Search (by role description).

UPDATE Candidate Profile

Keep candidate details and contact information accurate:

1. Click the pencil (edit) icon in the candidate’s profile header (or Edit contact & profile in the three dots menu).
2. The Edit Contact & Profile dialog opens. Change the details you need.
3. Click the Save changes button to apply the updates.

ENRICH Candidate Profile

Reveal missing contact details:

1. Click the Enrich Profile button on the candidate’s profile header.
2. Wait a few moments. Scout looks for emails and phone numbers and shows them on the profile.

Note Each organization gets 25 free Scout Enrich credits per month, or you can connect Apollo or ContactOut. See Profile Enrichment.

ADD New Note

Document interactions and meetings with text notes:

1. Open the candidate profile by clicking the candidate’s name in a list.
2. Click the Notes tab.
3. Write your update in the Add a note… box. Type @ to tag and notify a colleague.
4. Click Add Note.
5. The new note appears 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:

1. Open the candidate profile and click the Notes tab.
2. Click the microphone button (Record audio note), or choose Record audio note in the three dots menu. The Audio note dialog opens.
3. Record using one of these options:
   • Click Record mic to dictate your thoughts.
   • Click Share Screen (labelled “For Audio Sharing”) to capture the audio of a live call or meeting.
   • Click the upload icon (Upload audio note) to upload an existing recording.
4. Click Stop. After the AI finishes processing, the summarized note appears on the timeline.
5. If your microphone does not work, click Test your microphone in the dialog. See Troubleshooting.

ADD New Reminder

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

1. Open the candidate profile and click the Reminders tab.
2. Write your task in the Add a reminder… box.
3. Choose a due date and select the assignee from the dropdown list.
4. Click Add Reminder.
5. The new reminder is added to the list.
6. An automated email reminder is sent to the assignee at 9:00 AM (Singapore time) on the due date.

ADD New Reminder via Notes

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

1. Open the candidate profile and click the Notes tab.
2. 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”).
3. Once the note is saved, the AI parses the scheduling details and creates a reminder in the Reminders tab.
4. An automated email reminder is sent to the assignee at 9:00 AM (Singapore time) on that day.

ADD Candidate to Project

Organize your candidates into sourcing lists:

1. Open the candidate profile by clicking the candidate’s name in a list.
2. Click the Projects tab.
3. Click the Add to Project button.
4. When the Add to Project dialog opens, check the boxes next to the desired projects.
5. Click the Add to Project button to save.
6. The selected project(s) will now appear inside the Projects tab. The dialog’s button reads Add to Project, or Add to 2 Projects when you tick two.

ADD Candidate to Job

Track candidates against active hiring roles:

1. Open the candidate profile by clicking the candidate’s name in a list.
2. Click the Jobs tab.
3. Click the Add to Job button.
4. When the Add to Job dialog opens, select the desired jobs.
5. Click the Add to Job button to save.
6. The selected job(s) will appear inside the Jobs tab. The dialog’s button reads Add to Job, or Add to 2 Jobs when you tick two.

ADD Candidate to Outreach Sequence

1. On the profile, click the Sequence tab and click Add to sequence, or open the three dots menu and choose Add to… then Add to Sequence.
2. Choose the channel (Email, LinkedIn or WhatsApp) and pick or create a sequence. Details are in Email Sequence, LinkedIn Sequence and WhatsApp Sequences.

DOWNLOAD Masked Resume

Generate client-ready versions of a resume with contact details hidden:

1. On the profile, click the three dots (…) button.
2. Under Generate, choose Masked Resume (PDF) or Masked Resume (DOCX). Standardized Resume gives a resume in Scout’s standard format.
3. In the Submitting this to a Client? dialog, pick the client you are submitting to and click Download, or click Skip & Download to download without recording a submission.
4. The file downloads to your computer.

USE the three dots menu

Click the three dots (…) button (tooltip More actions) in the profile header. On narrow screens the same actions open as a Candidate actions drawer. The menu has these entries, in this order:

The Generate items work like this:

• Standardized Resume downloads the resume in Scout’s standard format as a file. Like the masked resumes, it first asks Submitting this to a Client? so you can pick the client or click Skip & Download.
• Masked Resume (PDF) and Masked Resume (DOCX) hide contact details. See DOWNLOAD Masked Resume.
• Candidate Report and Submission Email need a job. If you did not open the profile from a job, a job picker opens first. See GENERATE Candidate Report and GENERATE Submission Email.
• Interview Prep creates an Interview Prep Notes document for a job and interview round. See Interview Prep.

GENERATE Candidate Report

Create an AI-written candidate summary for a client:

1. On the profile, click the three dots (…) button.
2. Under Generate, click Candidate Report.
3. In the dialog, choose the job to link the report to.
4. Click Add & Generate Report.
5. Wait while the AI drafts the report, then review and edit each field.
6. Click Generate Report. The report downloads to your computer. If your admin uploaded a one-page Candidate Report format in Settings, it becomes the first page.

GENERATE Submission Email

Draft a client introduction email in your own mailbox:

1. On the profile, click the three dots (…) button.
2. Under Generate, click Submission Email. Connect your mailbox first (Outlook or IMAP) so Scout can save the draft.
3. In the dialog, choose the job to link the email to.
4. Click Add & Generate Submission Email.
5. Review and edit the fields, making sure required fields are filled.
6. Click Generate Submission Email. A draft is saved in your mailbox drafts folder.
7. If you want another version, click Regenerate.

What you should see

Your changes show on the profile straight away. Notes appear in the timeline, reminders in the Reminders tab, and projects or jobs in their tabs. Generated reports and resumes download to your computer.

Common problems

Pro Sourcing Tip

Connect your mailbox before generating submission emails so Scout can save them directly to your drafts folder.

Related pages

• Profile Enrichment
• Interview Prep
• Unified Inbox
• Projects and Pipeline
• Scheduled Interviews
• Scout Select (AI interview invitations)
• Glossary