Candidate CRM

1. Overview

The candidate-relationship backbone of an ATS, masters candidates (including the prospect lifecycle state), recruitment sources, agencies, and events. Structurally the same shape as standalone candidate-CRM products. Folds the AI-RECRUIT capability (resume parsing, ML matching, screening assistants) since those tools operate on candidates and are tightly bound to candidate workflows.

2. Entity summary

Name	Description
Candidates	Person known to the recruiting org, with or without an active application. Carries contact details, resume, tags, GDPR consent, and source. Distinct from Employee until hired.
Recruitment Agencies	Third-party recruiter or staffing firm supplying candidates. Tracks contract terms, contact, performance, and the candidates they have submitted.
Recruitment Events	Career fair, on-campus event, hackathon, or meetup used as a sourcing channel. Tracks attendees, captured leads, and event ROI.
Recruitment Sources	Channel a candidate came from: job board, referral, agency, sourcing campaign, career event, or inbound. Used for source-of-hire analytics and channel ROI.
Skill Profiles	Per-worker collection of skills with self-assessed and validated proficiency levels, derived from completed courses, certifications, performance signals, and inferred peer-comparison. The central artifact of HCM-side skills-cloud and talent-intelligence offerings.
Career Aspirations	Worker-declared career interest: target roles, mobility preferences (geographic, functional), aspired timeline. Drives internal-mobility matching.

flowchart TD
  classDef master fill:#d4f4dd,stroke:#27ae60,color:#0b3d20;
  classDef contributor fill:#cfe8ff,stroke:#1976d2,color:#0d3a66;
  classDef consumer fill:#e8def8,stroke:#7b1fa2,color:#3a155d;
  classDef platform_builtin fill:#e0e0e0,stroke:#424242,color:#1a1a1a;
  candidates["Candidates"]
  recruitment_sources["Recruitment Sources"]
  recruitment_agencies["Recruitment Agencies"]
  recruitment_events["Recruitment Events"]
  skill_profiles["Skill Profiles"]
  career_aspirations["Career Aspirations"]
  users["Users"]
  skill_profiles -->|"feeds (opt)"| candidates
  skill_profiles -->|"feeds (opt)"| career_aspirations
  recruitment_sources -->|"attributes"| candidates
  recruitment_agencies -->|"sources"| candidates
  recruitment_events -->|"attracts"| candidates
  users -->|"holds"| skill_profiles
  users -->|"declares"| career_aspirations
  class candidates master;
  class recruitment_sources master;
  class recruitment_agencies master;
  class recruitment_events master;
  class skill_profiles contributor;
  class career_aspirations consumer;
  class users platform_builtin;
  style career_aspirations stroke-dasharray:5 5;

3. Entities catalog

#	data_object	role	mastered in	necessity	pattern flags	notes
1	`candidates` (Candidates)	master	-	required	personal_content	-
2	`recruitment_agencies` (Recruitment Agencies)	master	-	required	-	-
3	`recruitment_events` (Recruitment Events)	master	-	required	-	-
4	`recruitment_sources` (Recruitment Sources)	master	-	required	-	-
5	`skill_profiles` (Skill Profiles)	contributor	`lms-skills`	required	personal_content	-
6	`career_aspirations` (Career Aspirations)	consumer	`talent-succession-career`	optional	personal_content	-

4. Aliases and industry synonyms

(no industry-scoped aliases or non-synonym alias types loaded for this scope; generic synonyms are omitted as common knowledge.)

5. Relationships

5.1 Intra-scope edges

from	verb	to	cardinality	kind	necessity	owner_side	notes
`skill_profiles`	feeds	`candidates`	one_to_many	reference	optional	source	-
`skill_profiles`	feeds	`career_aspirations`	one_to_many	reference	optional	source	-
`recruitment_sources`	attributes	`candidates`	one_to_many	reference	required	target	-
`recruitment_agencies`	sources	`candidates`	one_to_many	reference	required	target	-
`recruitment_events`	attracts	`candidates`	one_to_many	reference	required	target	-

5.2 Built-in edges (`users` and other platform built-ins)

from	verb	to	cardinality	necessity	owner_side	notes
`users`	holds	`skill_profiles`	one_to_many	required	source	-
`users`	declares	`career_aspirations`	one_to_many	required	target	-

5.3 Cross-scope edges

from	verb	to	cardinality	necessity	notes
`employees`	holds	`skill_profiles`	one_to_one	optional	-
`job_profiles`	maps_to	`skill_profiles`	many_to_many	optional	-
`employees`	becomes	`career_aspirations`	one_to_one	optional	-
`skill_profiles`	updated by	`learner_certifications`	one_to_many	optional	-
`skill_profiles`	updated by	`course_enrollments`	one_to_many	optional	-
`job_profiles`	expects	`skill_profiles`	many_to_many	optional	-
`course_enrollments`	updates	`career_aspirations`	one_to_many	optional	-
`career_aspirations`	informs	`survey_responses`	one_to_many	optional	-
`candidates`	submits	`job_applications`	one_to_many	required	-
`candidate_referrals`	introduces	`candidates`	one_to_many	required	-
`talent_pools`	groups	`candidates`	many_to_many	required	-
`candidates`	becomes	`employees`	one_to_one	required	-
`candidates`	becomes pre-employee	`pre_employees`	one_to_one	required	-
`succession_plans`	considers	`career_aspirations`	one_to_many	optional	-

6. Cross-domain context

6.1 Master consumers (other modules / domains that embed this scope’s masters)

data_object	other module / domain	role	necessity	notes
`candidates`	ATS-BACKGROUND-CHECKS (Background Checks) - ATS	embedded_master	required	-
`candidates`	ATS-INTERVIEWS (Interviews) - ATS	embedded_master	required	-
`candidates`	ATS-OFFERS (Offers) - ATS	embedded_master	required	-
`candidates`	ATS-PRE-EMPLOYEE-RECORD (Pre-Employee Record) - ATS	embedded_master	required	-
`candidates`	ATS-RECRUITMENT-PIPELINE (Recruitment Pipeline) - ATS	embedded_master	required	-
`candidates`	ATS-REFERRALS (Employee Referrals) - ATS	embedded_master	required	-
`candidates`	ATS-TALENT-POOLS (Talent Pools) - ATS	embedded_master	required	-
`candidates`	BEN-ENROLLMENT (Enrollment and Life Events) - BEN-ADMIN	consumer	required	-
`candidates`	HCM-LIFECYCLE-WORKFLOWS (Employee Lifecycle Workflows) - HCM	consumer	required	-
`candidates`	HIRING-STARTER (Hiring Starter) - ATS	embedded_master	required	-
`candidates`	ONB-JOURNEY-MGMT (Onboarding Journey Management) - ONBOARDING	consumer	required	-
`recruitment_sources`	HIRING-STARTER (Hiring Starter) - ATS	embedded_master	optional	-
`recruitment_sources`	PA-WORKFORCE-METRICS (Workforce Metrics) - PA	consumer	required	-

6.2 Outbound handoffs (events this scope publishes)

source module	target domain	target module	trigger_event	payload	integration	friction	description
ATS-CANDIDATE-CRM	HCM	HCM-LIFECYCLE-WORKFLOWS	`candidate.hired`	`candidates`	event_stream	high	Hired-candidate event publishes the hiring outcome to HCM, which must create the employee record. Identifier mapping (candidate_id -> employee_id) is the canonical reconciliation gap.
ATS-CANDIDATE-CRM	BEN-ADMIN	BEN-ENROLLMENT	`candidate.hired`	`candidates`	event_stream	low	Hired candidate triggers eligibility window in BEN-ADMIN.
ATS-CANDIDATE-CRM	PA	PA-WORKFORCE-METRICS	`recruitment_source.attributed`	`recruitment_sources`	batch_sync	low	Source attribution feeds people-analytics quality-of-hire and cost-per-hire models.
ATS-CANDIDATE-CRM	ONBOARDING	ONB-JOURNEY-MGMT	`candidate.hired`	`candidates`	event_stream	medium	Hired candidate drives onboarding-plan kickoff with role/location/manager context from ATS payload.

6.3 Inbound handoffs (events this scope reacts to)

target module	source domain	source module	trigger_event	payload	integration	friction	description
ATS-CANDIDATE-CRM	TALENT-MGMT	TALENT-SUCCESSION-CAREER	`successor.tagged`	`career_aspirations`	api_call	low	Successors identified in succession_plans surface in ATS as pre-qualified internal candidates for matched requisitions.
ATS-CANDIDATE-CRM	LMS	LMS-SKILLS	`skill_profile.updated`	`skill_profiles`	event_stream	medium	Internal-candidate skill data flows into ATS for internal mobility sourcing.
ATS-CANDIDATE-CRM	ATS	ATS-REFERRALS	`candidate_referral.submitted`	`candidates`	lifecycle_progression	low	-

6.4 Master providers (modules / domains that own masters this scope embeds)

data_object	role here	necessity	canonical owner(s)	slice notes
`skill_profiles`	contributor	required	LMS-SKILLS (LMS)	-
`career_aspirations`	consumer	optional	TALENT-SUCCESSION-CAREER (TALENT-MGMT)	-

7. Lifecycle states (per touched entity)

`candidates` (Candidate)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`prospect`	✓	-	-	-	Person known to the recruiting org with no active application.
2	`active`	-	-	-	-	Candidate has at least one open application or is actively engaged.
3	`hired`	-	✓	✓	`ats-candidate-crm:hire_candidate`	Candidate accepted an offer and converted to employee.
4	`do_not_hire`	-	✓	✓	`ats-candidate-crm:flag_do_not_hire`	Candidate flagged as ineligible for future consideration; gated decision.
5	`archived`	-	✓	-	-	Candidate kept in the database but not active in any pipeline.

`career_aspirations` (Career Aspiration)

This scope holds career_aspirations as consumer; the canonical state machine is owned by TALENT-SUCCESSION-CAREER.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`declared`	✓	-	-	-	Employee records target roles, mobility preferences, time horizon.
2	`discussed`	-	-	-	-	Reviewed in a 1-on-1 with the manager.
3	`in_pursuit`	-	-	-	-	Active development plan in place.
4	`fulfilled`	-	✓	-	-	Aspiration achieved (role move, promotion, lateral).
5	`withdrawn`	-	✓	-	-	Employee withdraws the aspiration (priorities changed).

`recruitment_agencies` (Recruitment Agency)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`prospective`	✓	-	-	-	Agency under evaluation; contract not yet executed.
2	`active`	-	-	-	-	Agency has executed agreement and is engaged on one or more requisitions.
3	`on_hold`	-	-	-	-	Engagement paused (performance review, contractual dispute, hiring freeze).
4	`terminated`	-	✓	-	-	Relationship ended; no further requisitions are routed to this agency.

`recruitment_events` (Recruitment Event)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`planned`	✓	-	-	-	Event scoped and budgeted; date, venue, target audience set; registration not yet open.
2	`open_for_registration`	-	-	-	-	Registration is accepting attendees; promotion campaigns active.
3	`held`	-	-	-	-	Event has been executed; attendee lists captured, leads ingested into talent pool.
4	`closed`	-	✓	-	-	Post-event activities complete; cost accounting and source-attribution finalized.
5	`cancelled`	-	✓	-	-	Event called off before it happens; sunk costs recognized, attendees notified.

`skill_profiles` (Skill Profile)

This scope holds skill_profiles as contributor; the canonical state machine is owned by LMS-SKILLS.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`initialized`	✓	-	-	-	Profile seeded for the worker from role and prior signals.
2	`self_assessed`	-	-	-	-	Worker has captured self-assessed proficiency levels.
3	`validated`	-	-	✓	`lms-skills:validate`	Manager or skills owner validated proficiency entries.
4	`inactive`	-	✓	✓	`lms-skills:deactivate`	Profile retired (worker exit or role-change reset).

8. Permissions and business rules (derived)

8.1 Permissions

permission	tier	description	included in `:admin`?
`ats-candidate-crm:read`	baseline-read	Read access to every entity in the module	✓
`ats-candidate-crm:manage`	baseline-manage	Edit operational records	✓
`ats-candidate-crm:admin`	baseline-admin	Edit reference data and inherit every workflow gate below	-
`ats-candidate-crm:hire_candidate`	workflow-gate (lifecycle)	Transition `candidates` into state `hired`	✓
`ats-candidate-crm:flag_do_not_hire`	workflow-gate (lifecycle)	Transition `candidates` into state `do_not_hire`	✓
`ats-candidate-crm:view_all_candidates`	override (personal_content)	View all `candidates` rows beyond row-scope	✓
`ats-candidate-crm:manage_all_candidates`	override (personal_content)	Manage all `candidates` rows beyond row-scope	✓

8.2 Business rules

rule_name	data_object	source flag	intent
`candidate_edit_scope`	`candidates`	has_personal_content	Row-scope by default; override via `ats-candidate-crm:view_all_candidates` / `ats-candidate-crm:manage_all_candidates`