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Candidate Portal Overview

Brittany Rosenberg
  • Updated

Introduction

ModernLoop's Candidate Portal goes beyond streamlining your recruitment process; it enhances the overall candidate experience. In this article, we provide a thorough guide to help you grasp the functionalities and features of the ModernLoop Candidate Portal. From this article, you can learn how to create brand themes, page templates, and customize your candidate portal for each job. 

Candidate Portal Premium is an additional product offering from ModernLoop. If you would like to explore the Candidate Portal Premium further, please reach out to your Customer Success Manager for next steps. All ModernLoop customers have access to Candidate Portal Standard. To compare the Standard and Premium versions, see Candidate Portal: Standard vs. Premium

In this Article

Branding Themes

ModernLoop allows you to create up to 12 branding themes for your Candidate Portal. For more information and best practices for Branding Themes see: Best Practices: Candidate Portal Branding Theme. 

Steps to Creating a New Branding Theme:

  1. Navigate to Organization settings> Candidate portal> Branding themes

  2. Select New branding theme
  3. Name your theme
  4. Select a font from the Font style dropdown list
  5. Upload a Profile image and Cover image- images can be resized once uploaded
  6. Choose a button color
  7. Choose whether you would like a light or dark mode theme
  8. (Optional) Upload a favicon

    A favicon is a small website identification icon
  9. Click Save and exit


Branding Theme Options

Edit

To edit your branding theme:

  1. Navigate to Organization settings> Candidate portal> Branding themes
  2. From the ellipsis (...) select Edit

Duplicate

To duplicate your theme:

  1. Navigate to Organization settings> Candidate portal> Branding themes
  2. From the ellipsis (...) select Duplicate

Set as org default

To set your theme as the org default:

  1. Navigate to Organization settings> Candidate portal> Branding themes
  2. From the ellipsis (...) select Set as org default

    The chosen theme will now display a Default indicator

    To unset the theme as the org default, select the ellipsis and Unset as org default

Delete

To delete your theme:

  1. Navigate to Organization settings> Candidate portal> Branding themes
  2. From the ellipsis (...) select Delete
  3. Select Delete to confirm your selection

Page Templates

Page Templates are used to create tabs in your Candidate Portal. Page Templates can be used in multiple portals (ie About Us tab) or used for a single job (ie Job Description tab). For more information and best practices for creating Page Templates see Best Practices: Building Your Candidate Portal.

Steps to Creating a New Page Template:

  1. Navigate to Organization settings> Candidate portal> Page templates

  2. Select New page template

  3. Enter Template title
  4. Create Blocks

Page Template Block Types

  • Custom text:
    • Custom text blocks can serve a wide range of purposes. They can be used for explanations, comments, labels, or any other informational or instructional content that enhances understanding or communication to your candidates. Custom text allows you to choose alignment, colors, sizes, and other formatting elements to make your content distinct.
    • Example Uses: 
      • Company 'About us'
      • Information about the position
      • Information about the interview process
  • Image:
    • The Image block allows you to add images to your Candidate portal. One image can be added for each Image block. 
    • The recommended dimensions are 300 x 300 but other image dimensions are supported. 

    • Supported file formats: JPG, JPEG, PNG, GIF

    • Maximum upload file size: 5MB

    • Toggling Fill page with image will allow for the image to expand the full width of the block. 
    • You can include a heading to appear above the image and/or a caption to be shown beneath it.
  • Video:
    • Add videos to your pages using the video block. ModernLoop supports Loom, Vimeo, and YouTube videos. 
    • Video links must be embed.
      • Embed links from Loom:
        • From your video's share page, click Share above the video and click Embed.

      • Embed links from Youtube:
        • From your video, click Share below the video and click Embed. Click Copy.
      • Embed links from Vimeo: 
        • From your video, select Share below the video and copy the text in the Embed field. 
    • You can include a heading to appear above the video and/or a caption to be shown beneath it.

      For more information and troubleshooting tips for videos, see Candidate Portal How-to & FAQs
  • Content cards:
    • Content cards allow you to add brief text, for example, your company values.
    • A heading is required but body text is not required.
    • Up to 12 cards can be added
  • Linked cards:
    • Linked cards allow you to link to websites, blogs, and news articles. 
    • If a thumbnail image is available on the link provided, ModernLoop will automatically provide a thumbnail image. Thumbnail images can be replaced by uploading an image of your choosing. 
  • Divider:
    • Dividers can be used to break up content. Dividers are used to separate different elements in groups of content. They support visual hierarchy and help users scan related blocks of information.

Page Template Options

Preview

To preview a page template:

  1. Navigate to Organization settings> Candidate portal> Page templates 
  2. Hover over the Page template line and select Preview

Edit

To edit a page template:

  1. Navigate to Organization settings> Candidate portal> Page templates 
  2. From the ellipsis (...) select Edit or select anywhere on the template line
  3. Proceed through the edit modal

Duplicate

To duplicate a page template:

  1. Navigate to Organization settings> Candidate portal> Page templates 
  2. From the ellipsis (...) select Duplicate

Delete

To delete a page template:

  1. Navigate to Organization settings> Candidate portal> Page templates 
  2. From the ellipsis (...) select Delete
  3. Select Delete

Candidate Portal Access

Candidate access allows you to manage the timing of a candidate's portal access. You can easily manage when their candidate portal access will be deprecated after they are hired or rejected.

To manage candidate access, navigate to Organization settings> Candidate portal> Setup

To choose a time period to turn off the portal once a candidate has been hired or rejected, select from the drop-down menu for "When an application is hired" and "When an application is rejected," respectively. You may choose to turn off the portal immediately, after 15 days, after 30 days, after 60 days, or after 90 days.

 

Candidate Portal Job Setup

Candidate Portal Settings (General preferences)

General preferences such as the job display name, an introduction (candidate greeting message), and branding theme can be set for each individual job. 

  • Job display name: This is how the candidate will see the role they are applying for. You may use the same job name that is visible in your ATS by selecting the Use name from {{ATS name}} box, or to use a name that is different from your ATS, uncheck the box and input the job name of your choosing. 
  • Introduction: This section is recommended for greetings and will appear just below the cover image in the candidate portal. 
  • Branding theme: Select the branding theme you would like to use from the dropdown menu. 

Content Tabs

Each job can have a unique set of content tabs that will display to the candidate. For each content tab, a page template must be selected from the Content column. The page template can then be customized for the job by giving the tab a name and icon. Further the visibility of the tab can be customized to always be visible, never visible, or when a specified stage is reached. 

Arrange Content Tabs

To arrange content tabs, drag and drop from the left 

Set Tab Icons

To set tab icons, select the icon next to the tab name. You may then select from a list of preloaded icons. 

These icons will appear to the left of the tab name in the Candidate portal

 

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