The User Profile is where you'll find all information relating to a specific user in your A-Suite account.
Profiles are divided into two panels:
1. The left panel that contains user information, files, and notes for a candidate
2. The left panel that contains user information, files, and notes and badges for a team member
3. The right (main) panel that shows records and applications/the workflow.
1. Left Panel - Candidate Example
On the left side of your screen, you will see basic user information, license info and additional contact details, files, notes and tags. You will also have access to email, text, draft a note, and have access to the create / actions kabob.
2. The Left Panel - Team Member Example
On the left side of your screen, you will see basic user information, license info and additional contact details, files, notes and tags. You will also have access to email, text, draft a note, and have access to the create / actions kabob. Team members will have compliance badges displayed if they have missing records, failed records, or if they are classified as do not dispatch.
3. The Right (main) Panel - Shows Records and Applications/the Workflow.
In the larger panel on the right, you will see a user's Records tab by default, and if they are a candidate, the Applications tab will be open as well, and will display the workflow.
A Candidate's Workflow:
A Team Member's Records:
The button in the top left of the panel shows the other tabs that you can open in
this area: Text Messages, Email, Applications, Change History and Lead Sources.
A Record is any document or file associated with your User.
These will include Recruiting documents, like an Application, Background Check or Interview Document; New Hire Paperwork, and Driver Qualification Files.
Each time you open a New Record in your User's Records Browser, it will open up a tab so you can shuffle from one Record to the other without opening and closing additional tabs.