OVERVIEW
- Folders are a great way to organize candidates and documents.
- Use documents and folders to store candidates for a job that has yet to be posted, keep track of a specific skill set, and keep a library of documents that you can use during the hiring process.
- You can share only sub-folders with other Users. This means that you cannot share your entire Candidates or Documents libraries, only their sub-folders.
- When a candidate is inactivated, they remain in your list of folders.
- If you remove a candidate from your Folder, there are no repercussions to the candidate's status or system history in their Candidate Profile Page.
- Candidates remain in your Folders until they are manually removed.
HOW TO ACCESS CANDIDATE AND DOCUMENT FOLDERS
- In Recruiting, on the left side of the screen (third from the top), click Folders. Two folders appear:
- Candidate Bookmarks folder: Where you can drag and drop candidate records.
- Documents folder: Where you can upload DOC, DOCX, XLS, XLSX, PPT, PPTX, CSV, HTML, PDF, RTF and TXT. file types.
- To add candidates to your Candidate Bookmarks folder, drag the candidate's name either from your Candidate Search results, or from the candidate's profile.
- To upload a document to your Documents folder, hover your mouse over the Documents folder, or the appropriate sub-folder, and click on the upload icon (^) to open the file upload prompt.
- To add a sub-folder, towards the bottom of the Folders section, click New. The Create New Folder prompt appears.
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