A candidate is linked to your organisation if "Association Accepted" shows in the top-left of their profile. You can view, edit, and add full details, including documents.
Note: This applies to your Bank candidates. Supplier candidates' profiles show limited details on one screen.
To see association information such as, who added it and when, click Association Details.
Editing a candidate's details
- Navigate to Candidates > My Candidates
- Filter the My Candidates list to find relevant results and click the candidate record to open their Profile page
- Make necessary changes to personal details, including group membership
- Click Edit next to the section to modify; the fields will expand. You cannot change the candidate's primary email, as it uniquely identifies them, however, the candidate can update this themselves
- Edit existing data or add new info, like next of kin, according to your role and organisation
Click Save to close the section and return to read-only view
Candidates are then notified of changes but must accept or reject updates in the General section; their view is not automatically updated.
On the Professional page, you can edit the following sections:
- Search criteria
- Skills
- Competencies
- Restrict candidates to specific NHS organisations (only applies to collaborative banks and supplier agencies)
- Add internal notes to a candidate's record (internal only and not visible to the candidate)
- Add, edit, download and delete documents
- Payment and financial details
- Editing Tax and Pension Details (only appears for PAYE employment types and you cannot edit tax and pension details if Liaison Workforce processes the payroll for your NHS organisation)
For Limited Company or Umbrella Company Contractors only:
- Company details
- Tax details