How to Update a Candidate’s Name (First or Last Name)
Summary
If you have the necessary permissions to access a job and the Hire Pipeline, as well as the permission to edit candidates, you can update a candidate's name, including their first name or last name. This process is similar to updating or deleting a profile image. Once you update the name, it will be reflected across the system wherever the candidate's profile is accessed.
In this article
- Before You Begin
- Step 1: Access the Candidate Profile
- Step 2: Edit the Candidate's Profile
- Step 3: Update the Candidate’s Name
- Step 4: Save the Changes
Before you begin
- You must have the necessary permissions to access the Hire Pipeline and the relevant job.
- Ensure you have the edit candidate permission. If you do not have these permissions, please contact your system administrator.
Step 1. Access the Candidate Profile
- Log in to your system.
- Navigate to the Hire Pipeline for the relevant job.
- Locate the candidate whose name you would like to update.
- Click on the candidate card to open their profile.
Step 2. Edit the Candidate's Profile
- On the candidate’s profile, click on the action button (usually represented by three dots or an options menu).
- From the dropdown menu, click on "Edit Candidate".
- This will open the Edit Candidate pop-up window.
Step 3.Update the Candidate’s Name
- In the Edit Candidate pop-up, you will see fields for the candidate's first name and last name.
- To update the first name or last name, simply type the new name in the relevant field.
- First Name: Edit the candidate's first name as required.
- Last Name: Edit the candidate's last name as required.
Step 4. Save the Changes
- Once you’ve updated the name(s), click Save to apply the changes.
- The updated name will now be reflected across the system wherever the candidate's profile is displayed.
Frequently Asked Questions (FAQ)
1. How can I update a candidate’s first name or last name?
You can update a candidate's first name or last name by navigating to their profile in the Hire Pipeline, clicking the "Edit Candidate" option, and updating the relevant fields for first name and last name. Once edited, save the changes to update the profile.
2 . What happens after I update the candidate’s name?
Once you update the candidate's first name or last name, the changes will be reflected across the system, and the updated name will appear in all places where the candidate's profile is accessed.
3. Do I need special permissions to update a candidate’s name?
Yes, you must have the edit candidate permission in the Hire Pipeline. If you do not have these permissions, please contact your system administrator to request access.
4. Can I update both the first name and the last name of a candidate?
Yes, you can update both the first name and last name of a candidate. Both fields are editable, and once updated, the changes will be saved and reflected across the system.
5.Can I update the candidate’s name after it has been saved?
Yes, you can update a candidate's name at any time by following the same process. Simply navigate to their profile, click "Edit Candidate", and make the necessary changes to the name.
6.What happens if I accidentally update the wrong name?
If you accidentally update the wrong name, you can follow the same process to correct the mistake. Just navigate to the candidate's profile, click on "Edit Candidate", and update the name again to the correct one.