Reviewing and Sharing Candidate Curated Reports

This document explains how to review candidates who have applied for a specific job, access their curated pages, watch their interviews, interpret the evaluation details, download the curated report as a PDF, and share or manage the candidate record using available action buttons.

Step 1: Access Candidates for a Specific Job

Once candidates have uploaded their profiles for a particular job, open that job in your system.
Here is where you can click to view all candidates who have uploaded for this specific job.

On this page, you will see the list of candidates, including those who have taken the interview. Their status and details such as years of experience will be visible.

Step 2: View Candidate Interviews and Manage BGC

From the candidate list, you can either click directly on a candidate to view their interview, or navigate into their curated page to see more detailed information.

You can also see whether they have completed their Background Check (BGC).
If they have not completed BGC, you can initiate BGC from here.

If BGC is completed, it will show as “Verified,” along with the created date and other relevant details.

Step 3: Send Interview Reminders

If you want to remind a candidate to take the interview, use the reminder option available on the candidate list.

You can send reminders via email or WhatsApp, prompting the candidate to complete the interview.

Step 4: Open the Candidate Curated Page

To see detailed information for a specific candidate, open their curated page.

The curated page aggregates key information derived from the candidate’s CV and interview, including:

• Total experience

• Location

• Expected salary

• Availability

• Interview score

• CV match score

• Overall recommendation

All of this helps you quickly understand the candidate’s suitability.

Step 5: Watch and Control the Interview Video

On the curated page, you can watch the candidate’s interview by clicking the interview play button.

Once opened, you can enlarge the video, play it, and control playback.
You can also fast‑forward the video and otherwise navigate through it as needed.

Step 6: Review Evaluation Details and Report Breakdown

After reviewing the video, scroll through the curated report on the page.

Here you can see:

• Dimension breakdown and reasons why the candidate is considered a match

• Skills evaluated and which ones were taken into consideration

• Candidate ranking and recommendation

• Application timeline: when the candidate entered the system, scheduled, and completed the Octo interview

• Current stage and time taken to reach this decision stage

• Verdict details: required verifications, unverified aspects, and training needs

• Current role fit analysis: whether they fit the role and why

• Blocking factors and supporting facts

• Suggested alternative roles

• Skills overview with ratings, mandatory skills heat map, and coverage against the job description (JD)

• Verification status and key evidence for each skill, plus corresponding scores

• Match between skills in the CV and the JD

• Career history (projects, roles), education, and how they think and work

• Communication and soft skills, including levels (e.g., L2 advanced), communication clarity, global readiness, and what drives the decision

You can switch between different sections such as Overview and AI Interview and scroll through to understand the full evaluation.

Step 7: Download the Curated Report as PDF

When you are ready to share a formal report, download the curated report as a PDF.
Click on the “Download PDF” option on the curated page.

In the prompt that appears, choose “Download” to save the PDF report.

This PDF can then be sent to your client as a concise summary of the candidate’s evaluation.

Step 8: Use Action Buttons to Collaborate and Share

Below or alongside the report, use the available action buttons to further manage or share the candidate:

• Click Ask Octo to talk to Octo and get more insights about the candidate.

• Click Initiate NUMA if you want to start a NUMA process for this candidate.

• If you want to share the curated report (CR) link with your client, click the option to copy the CR link.

You can then paste and share this link with your client.

• To take ownership of this candidate, click Assign to me so that the candidate is assigned to you.

• You can also copy the client interview link from here to share the interview directly with your client.

• To review integrity and compliance aspects, open the Proctoring Report by clicking on it.

This will show the proctoring details for the candidate’s interview.

By following these steps, you can thoroughly review a candidate’s curated page and report, manage their status, and efficiently share the necessary information with your clients.

FAQ

Candidate Curated Page and Report FAQ

Introduction

This FAQ explains how to use the candidate list, curated page, and curated report features described in the recording, aimed at users who review, manage, and share candidate interview outcomes with clients.

FAQ Content

Q1. How do I view the list of candidates for a particular job and check their interview status?
Once candidates are uploaded for a specific job, you can click into that job to see all associated candidates. In this view, you can see who has taken the interview, their status, years of experience, background check (BGC) status (including whether it is verified), and the created date.

Q2. How can I initiate or verify a background check (BGC) for a candidate?
In the candidate list view, if a candidate has not completed BGC, you can initiate BGC directly from this screen. If the BGC is already done, it will display as verified in the same area.

Q3. How can I remind a candidate to take the interview?
From the candidate list, you can use a reminder button to prompt candidates to take their interview. Reminders can be sent via email or WhatsApp.

Q4. What information is available on the curated page for a candidate?
The curated page shows consolidated information based on the candidate’s CV and their interview. It includes experience, location, expected salary, availability, interview score, CV match score, recommendation, reasons why the candidate is a match, skills considered, ranking, decision verdict, verification needs, training needs, fit for the current role, blocking factors, supporting facts, alternative roles, skills ratings and heat maps against the job description, key evidence, career history, projects, education, and how the candidate thinks, works, and communicates.

Q5. How do I watch and control the candidate’s interview from the curated page?
On the curated page, you can click a button to watch the interview. The video can be enlarged, played, and fast‑forwarded using the available controls.

Q6. What reporting details can I see about the candidate’s interview process and stages?
The curated report shows when the applicant entered the system, when the interview was scheduled, when it was completed, when the Octo interview was taken, and the further stages. It also shows how long it took to reach the decision stage and what is driving the decision.

Q7. What does the communication and readiness section show (e.g., “L2 advanced”)?
The curated report includes a section on how the candidate communicates, with indicators such as “L2 advanced.” It covers aspects like communication, clarity, global readiness, and what is driving the communication‑related decision.

Q8. How do I navigate between overview and AI interview views on the curated page?
Within the curated page, you can click on items such as “overview” and “AI interview” to switch views. A scroll area allows you to move through the detailed content in each view.

Q9. How can I download the curated report as a PDF to share with a client?
On the curated page, click on “Download PDF,” then choose the download option to save the curated report as a PDF. This PDF can then be used for submission to your client.

Q10. What actions can I take to share information or collaborate with others from the curated page?
From the curated page, you can click “Ask Octo” to talk to Octo and learn more about the candidate. You can initiate NUMA by selecting “Initiate NUMA,” copy the CR link to share the curated report with your client, and click “Assign to me” to take ownership of the candidate.

Q11. How do I share the client interview link with a client?
There is an option on the curated page to copy the client interview link. You can copy this link and share it externally with your client as needed.

Q12. What is the proctoring report and how do I access it?
The proctoring report provides monitoring details for the candidate’s interview session. You can access it by clicking on “Proctoring Report” on the curated page, which opens the proctoring report for that specific candidate.