How to Create, Update, and Delete Candidate Profile Templates in ATZ CRM

Why Manage Candidate Profile Templates

Candidate profile templates keep candidate descriptions consistent and reduce repeated writing. They are especially helpful when recruiters need to prepare comparable summaries for account managers, hiring managers, or clients.

Create a Candidate Profile Template

1. Open Admin Settings.
2. Search for Candidate Profile Templates under Templates.
3. Select New Candidate Profile Template.
4. Add a clear template name.
5. Write the template body using supported placeholders.
6. Select Create.

Useful placeholders can include candidate fields such as first name, current position, or other supported profile data.

Set a Default Template

Use the default action when you want one template to apply automatically to newly created candidates.

Note: If no default template is set, recruiters can manually select a template while adding candidates.

Apply a Template While Creating Candidates

When adding a candidate, the default template can populate the candidate description automatically. If no default exists, choose a template from the profile template dropdown.

Edit a Candidate Profile Template

1. Go to Admin Settings.
2. Open Candidate Profile Templates.
3. Select the template.
4. Choose Edit.
5. Update the content, placeholders, or formatting.
6. Select Update.

Delete a Candidate Profile Template

1. Open Candidate Profile Templates.
2. Locate the template you want to remove.
3. Select Delete.
4. Confirm the action.

Before deleting, confirm the template is not the default and is not still used in an active workflow.

Use Cases

Client Submission Summaries

Create a template that structures candidate highlights, skills, compensation, notice period, and recruiter notes.

Internal Recruiting Notes

Use templates to standardize the information recruiters capture during screening.

Agency Quality Control

Templates help managers review candidate writeups more easily because every profile follows a similar structure.

Troubleshooting

Placeholder Is Not Replaced

Check that the candidate field exists and contains a value.

Template Is Not Applying Automatically

Verify that the template is set as default.

Delete Option Is Blocked

The template may be default or protected by permissions. Set another default or ask an admin for help.

Frequently Asked Questions

Can I create multiple templates?

Yes. Create templates for different role types, clients, brands, or candidate submission formats.

Should every team use the same template?

Use a shared default when consistency matters. Create additional templates only when workflows truly differ.

Can templates be changed later?

Yes. Edit templates as your candidate presentation process evolves.