People

One unified list for every person in your workspace — contacts, prospects and candidates — with role-filter tabs, per-row role chips, and a single shared detail file per person.

Unified People page — role-tab filters and shared detail file

One List, Role Tabs

People merges contacts, prospects and candidates into a single list rather than three separate pages. Tabs at the top filter the same list by role so you never lose track of who's who.

All — every person in your workspace, regardless of role.

Prospects — people you're selling to (business development targets).

Candidates — people you're placing (talent).

Unassigned — people with no role yet — newly imported or enriched contacts awaiting triage.

Role Chips

Each row carries small role chips — P for prospect, C for candidate — so you can see at a glance whether a person is a buyer, talent, or both. A single person can hold both roles at once; the chips make that dual status visible without opening the file.

Shared Detail File

Every person has one detail file at /people/<id>, no matter how many roles they hold. The file opens with role-aware tabs so you see only what's relevant.

Overview — core identity: name, title, company, email, phone, location, LinkedIn.

Activity — the full timeline across all roles — emails, calls, meetings, notes.

Prospect tab — appears when the person is a prospect — pipeline stage, campaign enrolment, outreach history.

Candidate tab — appears when the person is a candidate — candidacy detail, CV, screening and call prep.

Because the file is shared, enriching a contact once benefits every role — a phone number found while prospecting is the same number you call as a candidate.

Candidate Referral Offers

Candidate and Prospect lists start with the most recently contacted people. People with no recorded contact come last; you can choose another sort.

New programme PDFs reuse your workspace's candidate-report letterhead and footer. Existing saved PDFs keep their original appearance and terms. Your customer referral page uses the same workspace branding while identifying Kolvera and retaining its own rewards.

Open the referral programme from a candidate's People file. Choose A$500 or A$1,000, edit the email, then save and preview the programme PDF. Sending requires review of the recipient, email and PDF; the attachment uses the saved reward and terms.

Candidate referral requests prefer personal email, including requests drafted after a screening call. Primary email is used only when personal email is absent. An invalid or suppressed personal address blocks sending; changing the selected recipient requires fresh review.

Referral status is separate from candidate pipeline stages. Each version keeps its delivery history. A delivery marked Check delivery blocks retries until its outcome is resolved. New referral attribution preserves the promised reward for the existing 90-day payment follow-up.

Prospect Referral Discounts

Prospect files have a separate referral request for candidate or new hiring-client introductions. Choose a fixed A$ discount or a percentage of the recruitment fee before tax, and review the beneficiary company, guarantee, qualification, redemption, expiry and non-stacking conditions. No discount amount is assumed. Save the branded PDF and email, then review both before sending.

Record written introduction evidence against a sent request. Qualify it against a confirmed placement after the agreed guarantee, then record redemption after applying the discount outside Kolvera. Redemption requires the first next confirmed placement for the saved beneficiary; earlier placements cannot be skipped. Kolvera does not change invoices, placement fees, commissions or forecasts.

Each introduction earns at most one reward. Discount history blocks cash referral attribution and duplicate redemption. Records with referral history cannot be merged or deleted until a reconciliation workflow exists. Saved beneficiaries, terms and PDFs remain fixed when employer or branding changes. A person with both roles has distinct candidate cash and prospect discount actions.

Search

Search across name, title, company, email and phone from the single search bar. One query spans the whole list; the role tab you're on scopes the results. Wrap words in double quotes for an exact phrase — "process operator" matches that phrase in one field, while the unquoted words would match anyone with each word somewhere in their record.

Bulk Actions

Select people and apply an action across the whole selection. Credit-consuming actions confirm the count and cost before charging.

Find Email — run email enrichment across selected people. 2 credits per contact found.

Find Phone — run phone enrichment. Fresh results cost 2 cr; cached company lines cost 1 cr.

Verify Email — verify email validity. Free (uses your monthly verification allowance).

Enrol in Campaign — enrol selected people into a chosen campaign.

Add to Hot List — copy selected people to a Hot List.

Add to Desk as Prospect (buyer) — link selected people to a client Desk as buyer-side prospects.

Add to Talent Pool — pool selected candidates against a client Desk. Reverse Market Profiles are built from the Talent Pool via Take to market.

Make Prospect / Make Candidate — assign a role to selected people, moving them off the Unassigned tab.

Candidate employment and recruitment work

Review CV evidence and employment history on the candidate file, including pending corrections that need Approve, Edit & approve or Dismiss. See Employment History. Pooling, preparing a client submission and confirming a placement are separate actions; see Jobs & Shortlists.

Import

Import by email — open the slide-out, copy your personal import address and forward candidate email with a CV attached. SEEK profile emails are supported too. Review Recent imports for processing state, source and warnings, then open the saved candidate. Import itself is free; later enrichment is separate.
CSV — upload a CSV to bulk-import people; rows are de-duplicated against existing records.

From Recent imports, select eligible rows to add candidates to a Talent Pool or Hot List. Administrators may also see Prepare for Job; this prepares work for review, not a client submission. Use Rotate address if needed, then update forwarding rules to the new address.

For automatic filing into a particular desk, open that desk’s Import candidates page and explicitly choose Generate address. Desk addresses are separate from your personal address; candidates belong to the desk owner and join its Talent Pool. Only the owner or an administrator can manage an address. See Desks for replacement, revocation and import-history details.

Enrichment — how finding emails and phones works. See Contacts & Enrichment.

Prospect stages — how prospects move through the pipeline. See Prospects & Leads.