Perfect now has a built-in ATS. Every account gets it automatically, with no setup and no external ATS required. The Candidates page is your company-wide candidate database. It holds every candidate you have ever engaged in Perfect, all in one place.
In this article, you will learn how to find candidates, add your own custom fields, and open a full candidate profile.
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Open the Candidates page
Click Candidates in the sidebar on the left. You will see a table with every candidate you have engaged, across all your positions.
This is the full table. Each row is one candidate, and the search box sits at the top.
Search for a candidate
Type in the search box at the top of the page. The smart search finds candidates as you type, so you can quickly find someone you engaged months ago.
Add your own custom fields
Track the details that matter to your team. Custom fields are workspace-wide: every candidate gets them, both in their profile and as a column in the Candidates table.
Step 1. Click Candidates in the left sidebar.
Step 2. At the top right of the table, click the ⋮ button.
Step 3. Click Columns. The Table columns dialog opens.
Step 4. Scroll to the Custom fields section at the bottom of the dialog.
Step 5. Type a Field name, add a Default value if you want one, and choose the type: Text, Number, Date or Dropdown.
Step 6. Click Add, then click Done.
The same dialog lets you turn table columns on and off, and drag them into the order you want. Column choices are saved for you only, while custom fields apply to the whole workspace.
Open a candidate profile
Click any candidate in the table. Their full profile opens in a drawer on the side, and you stay on the Candidates page.
The drawer shows everything about this candidate in one place:
• Application history: every position they were part of.
• Timeline: every touchpoint with the candidate, in order.
• Details: all their information, including your custom fields.
Jump from a match card to the candidate profile
When Perfect already knows a candidate, their match card links straight to their ATS profile. Click the link on the match card to open it.
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.