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.
To see association information such as, who added it and when, click Association Details.
Editing a candidate's details
- Go to Candidates > My Candidates
- Filter the My Candidates list and open the candidate's Profile page
- Update personal details, including group membership
- Click Edit beside the section to change; fields will expand. The primary email cannot be changed here but the candidate can update it themselves
- Modify or add information like next of kin, as permitted
Click Save to close and return to read-only view
Candidates are notified of changes but must accept or reject updates in the General section; their view isn't updated automatically.
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