Updating a Resume
When an existing candidate sends you an updated resume, there are three different ways you could handle the situation in Top Echelon Recruiting Software:
- Add the new resume to the corresponding record in the Attachments tab OR
- Completely re-parse the resume from the Edit screen OR
- Email parse the new resume (you must have your settings set accordingly)
Some users opt for option #1 if little to no information needs to be updated on the record itself as re-parsing or email parsing the resume may overwrite some existing fields (ex – address, etc).
Option #1: Add the new resume to the corresponding record and manually update the datasheet
- Navigate to the corresponding Person’s record and click on the Attachments tab
- Drag and drop the new resume in the file drop-zone at the top, or click the Browse button to browse and select the new resume from your hard drive
- You’ll see a green slide-out message in the bottom left corner of the screen confirming that the upload was successful
- Once the new resume has successfully uploaded, you’ll want to designate it as the Current Resume by clicking the Set as Current Resume link under the new document name
- After the new resume is uploaded, you’ll see a new prompt asking if you’d like to update the record based on the contents of this new resume
- Selecting the Yes, Update Record button will reroute you to the edit screen where the new resume is re-parsed
- In this scenario, make sure to click the Save button in the bottom left corner after any and all necessary edits are made to the record
- Selecting the No Thanks button will not re-parse the new resume, or update any of the corresponding Datasheet fields
- In this scenario, you’ll likely want to manually update any new details on the Datasheet tab (ex – phone number, work history, etc.)
- Click here to learn more about inline editing on Datasheets
- Some users opt for option this option if little to no information needs updated on the record itself as re-parsing the resume may overwrite some existing fields (ex – name, address, etc).
- Selecting the Yes, Update Record button will reroute you to the edit screen where the new resume is re-parsed
Option #2: Re-parse the resume
- Navigate to the corresponding Person’s record and click the Edit link at the top of the page
- To parse the new resume, drag and drop the document in the Resume Upload box, click the Browse button to browse and select the document from your hard drive, or click the Paste button to copy and paste the resume text
- Once the information has re-parsed, you’ll see the record information populated on the left side of the page. All fields that were parsed will be highlighted in yellow.
- Please note: Fields with only one input box will be overwritten (name, address, etc.)
- If a field has more than one input box, the new information will be added as an additional line (phone numbers, email addresses, etc.)
- Make sure to review all of the newly parsed information before clicking the Save button in the bottom left corner of the page
- The old resume will be maintained in the Attachments tab and the new resume will be marked as the new Current Resume
Option #3: Email parse the new resume
- Navigate to your email program
- Send or forward an email with the resume only attached to your unique parsing address (Click here to learn more about email parsing resumes and how to obtain that parsing address)
- Please note: Fields with only one input box will be overwritten (name, address, etc.)
- If a field has more than one input box, the new information will be added as an additional line (phone numbers, email addresses, etc.)
- The old resume will be maintained in the Attachments tab and the new resume will be marked as the new Current Resume