Goal
Manage and categorize individuals as Candidates, Contact Persons, or both, while handling their data, searchability, and compliance.
Overview
The system categorizes people into three primary roles:
Candidate: Individuals seeking job opportunities with skills, work experience, and education. They have access to the candidate portal.
Contact Person: Individuals representing client companies (e.g., HR or Hiring Managers) with business information and access to the customer portal.
Candidate and Contact Person: Individuals who hold both roles simultaneously via dual-role records.
Prerequisites
Access to the Contact Management module.
Appropriate user permissions to create or edit Contact records.
Configured Person Record Type Settings in Custom Metadata (Admin Only).