Entering candidate details

Created by Harrison Davies, Modified on Wed, 16 Sep at 3:26 PM by Harrison Davies


Candidate details are entered at stage two of an order. Most of the time this is five fields and takes a moment, because the candidate supplies everything else themselves. Some checks ask for more, and the form only shows what is actually needed, so what you see depends on the checks you chose at stage one.

What is always needed

Five fields, whatever the order.
The candidate details form
FieldNotes
First nameBetween 2 and 60 characters
Last nameBetween 2 and 60 characters
EmailWhere the welcome email is sent, so this one matters most
Country codeDefaults to United Kingdom, change it if the candidate is elsewhere
Mobile phone numberBetween 2 and 50 characters, used for reminders
Tip A very short name can fail the minimum length. If a one letter surname is genuinely correct, contact us rather than padding it out with a full stop or a repeated letter.

What you do not need

You do not need the candidate’s date of birth, address history, previous employers, qualifications or documents. The candidate provides all of that themselves after they receive the welcome email, and they provide it directly to us.
Note This is deliberate. It keeps personal information out of your systems where it does not need to be, and means you are not holding data about somebody you may not end up employing.

When the form asks for more

Certain checks need information only you can give us, so extra questions appear once those checks are on the order. They are required, and the order cannot be placed without them.
If the order includesYou will also be asked for
A basic DBS checkThe purpose of the check
A basic DBS check for paid workThe position applied for, the employment sector, and the employer name
A standard or enhanced DBS checkThe DBS job role
A CIFAS checkWhether the candidate is a working member
A package including activity yearsHow many years of activity are required, up to ten
Tip If a field appears that you were not expecting, it is because of a check on the order rather than anything you have done. Working through whatever the form shows is always the right approach.
The purpose of a DBS check decides whether the employment questions appear at all, so answer that one first and the rest will follow.

Getting the email address right

The email address is the one thing worth checking twice. It is where the welcome email goes, and until the candidate acts on it nothing happens: the order simply sits at Awaiting candidate entry.
  • Check the spelling against whatever the candidate gave you, rather than typing it from memory
  • Use a personal address rather than a current employer’s where you can, since people lose access to work email when they move on
  • Avoid shared or team addresses, because the link is personal to the candidate
Tip If a candidate says they never received the welcome email, the address on the order is the first thing to check. Open the order and look at the Candidate tab.

After you have entered them

Select Next to reach the summary. Nothing is sent to the candidate until you place the order, so you can still go back and correct anything.
Warning Once the order is placed the candidate details cannot be edited in the portal. If something is wrong, contact Verifile rather than placing a second order.

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