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Candidate collections

This article is for Admins, Job Creators, and members of the Hiring Team.

About collections

Users can organize candidates into collections. Think of collections like personalized lists you can use to keep yourself organized. You might want to have a collection for candidates you want to circle back with in 6 months, or a collection of candidates that would be a good fit for a particular role.

You can also share collections with your team. Sharing a collection is an easy way to let people on your team know you’d like them to take a look at candidates for a job, or to get feedback on a group of candidates.

 

Find a candidate profile in your collection

  1. Click Collections.

    All the candidates in your Starred collection appear in the list.

  2. (Optional) To filter the collection list, on the left, click Starred or the name of the collection you want to see.
  3. On the toolbar, above the list, sort and filter the list of candidates you see in the table.
    1. Click Job and select one or more jobs.
    2. Enter Keywords to search more attributes without clearing the other filters.
    3. Click Add Add and select a Filter to add additional filters.
    4. At the far right, click Sort by to sort the list alphabetically (First name, Employer, Job application) or by Stage.

Add a candidate profile to your collection

  1. Click Candidates.
  2. Find the candidate you want to add.
  3. From the list of candidates, next to the candidate's name, check the box.
    1. Click Actions and then Add to collection.
    2. On the Add to collection dialog, click Collection and select a collection, or enter a name for a new collection.
    3. Click Add.
  4. From the candidate's profile page, click Add to collection Add to collection.
    1. Select a collection or click Add to a collection to create a new collection.
    2. Enter the name of the collection.
    3. Click Add.

Share your collection with other people

  1. Click Collections.
  2. Click the name of the collection you want to share.
  3. Click Share.
  4. On the Share collection dialog, enter names of Reviewers.
  5. Click Share

Note: Reviewers will only be able to see candidates in collections that they already have permission to view. Sharing a collection with a Reviewer will not grant additional access to Users. 

Remove a candidate profile from your collection

  1. Click Collections.
  2. Click the name of the collection to remove a candidate from.
  3. Check the box next to the candidate's name.
  4. Click Actions and then Remove from collection.

Add a candidate profile to your Starred collection

  1. Click Candidates.
  2. Find the candidate you want to add to your Starred collection.
  3. Next to the candidate's name to add, click Star Star.
    Click Star again to remove the candidate.

 

 

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