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Create candidate reports and profiles

Kaiya can create a candidate report, also called a candidate profile, from CVs, interviews and research. Kaiya uses one of your firm's existing Word templates.

Start with the document you need​

Name the document, candidate and intended reader. Attach the interview notes and give Kaiya the client's assessment criteria.

Create a client-ready candidate profile for Jordan Lee for the Acme
Software CFO assignment. Use the attached CV and interview notes, the Invenias
record and the research in this conversation. Use our candidate-profile
template and assess Jordan against the agreed scorecard. Distinguish the
candidate's claims from verified evidence. List unresolved questions in your reply.

Kaiya selects online sources and records from your firm. Kaiya asks you when a missing decision would change the document.

Sources Kaiya can use​

Kaiya can combine:

  • A CV or resume you attach.
  • Interview notes or call notes.
  • An audio or video recording. Kaiya processes the audio track from video.
  • A LinkedIn profile.
  • An Invenias person record and attachments that Kaiya can open.
  • Online research.
  • Evidence and decisions from the current conversation.

See Use voice notes and recordings for help with interviews and calls.

Review the evidence before the prose​

Check:

  • Names, employers, titles and dates.
  • Which statements come from the candidate and which have independent support.
  • The profile against the agreed assessment criteria.
  • Gaps, conflicting evidence and claims that Kaiya has labelled as inference.
  • Private information that should not appear in a client document.

Ask Kaiya to correct errors in the profile before you share it.

Remove the unsupported claim about international experience from Jordan's
profile. Keep the verified transformation work and add the buy-and-build
evidence we discussed. Keep the template and the rest of the profile unchanged.

Use your firm's template​

Your firm may have templates for candidate profiles, CVs, shortlists and assignment briefs. Kaiya chooses one or asks you to choose when several templates fit.

Kaiya attaches the finished Word document to the conversation. Kaiya cannot redesign the template from a request. Contact the Kaiya team at hello@kaiya.ai for a new or updated template.

Create other templated documents​

Use the same approach for another template:

Create a shortlist document for the Acme Software CFO assignment using
the CFO longlist in this conversation. Include a reason for each person's
inclusion, supported by evidence, and a comparison against the agreed scorecard.

Use Reports to create an assignment report. See Create assignment reports.

Keep writing rules for later work​

Use an Instruction for a writing rule that Kaiya should follow in every conversation. Keep candidate evidence and assignment decisions in the relevant conversation or source records.

See Manage Instructions and Memories.