Managing candidates

Overview

This guide explains how to view, create and manage candidate records within EduTeam.

Work with existing candidates

Navigate to Maintenance > Candidates

The candidate list page shows you a list of all candidates in the system.

You can use these filters to quickly locate specific candidates:

Search - by keyword
Active – show or hide inactive candidates
Compliant – show or hide non-compliant candidates
Activity – filter by primary activity type
Specialism – filter by specialism

Each candidate record includes quick actions to:

Send a WhatsApp message
View the candidate’s location in Google Maps

Add a new candidate

Click the Add button

You will see the add/edit candidate page

Each candidate has the following fields on the general details tab :

Field	Description
Name	The full name of the candidate
Known As	How the candidate would like to be referred
Email	Contact email
Address	Contact address (use for Google maps)
Mobile	Contact mobile (used for WhatsApp communication)
Landline	Contact landline
Primary activity	The type of Activity that this candidate is registered to perform. This field drives the candidate compliance checks.
Secondary activity	A second type of Activity for information purposes.

Switch to the registration tab

You will see registration details for this candidate

There are additional fields on this tab to record registration details for the candidate:

Field	Description
Active indicator	Helps to filter Active and inactive candidates
Registration date	The date the candidate registered with you
Date first worked	The date the candidate first worked with you
Date of birth	The candidate’s date of birth. This is used by certain compliance checks.
DBS Number	Disclosure and Barring Service (DBS) number
Teacher Reference Number	Teacher Reference Number
National Insurance Number	National Insurance Number
Notes	Other notes about the candidate (preferences, availability and other notes.)
Consultant	The consultant (administrator) who is the candidate’s primary point of contact.

Switch to the specialisms tab

The specialisms tab allows you to mark the candidate with a number of specialisms. This can assist with candidate filtering.

Switch to the compliance tab

The compliance tab provides an overview of the compliance documents held for this candidate. All mandatory compliance documents must be valid for the candidate to be considered as compliant to perform their primary activity.