Similar to the Public Candidate Pool, you can organize candidates in the Private Candidate Pool by creating collections and segregating candidates into these.
For learning more about collections and the common actions related to them refer to the help on Collections in the Candidate Database section.
Visibility
You can view collections created in the Private Candidate Pool under the My Recruiting->Private Candidates->Collections data folder.
Common Tasks
- Create a new collection
- Create a sub-collection
- Create a private/public collection
- Add candidates to a user-defined collection
- Add candidates to a system collection
- View all system collections
- View all existing private user-defined collections
- View all existing public user-defined collections
- View candidates in a collection
- Remove candidates from a collection
- Delete user-defined collections
1. Create a new collection
- In the Candidates Added/Refreshed view under 'Private Candidates->Activity Views', point to Edit menu and select "New Collection". The New Collection dialog comes up.
- Type the name of the collection and click OK.
2. Create a sub-collection
- In the Candidates Added/Refreshed view under 'Private Candidates->Activity Views', point to Edit menu and select "New Collection". The New Collection dialog comes up.
- In the 'Parent Collection' drop-down select the existing collection under which to create the sub-collection.
- Type the name of the collection and click OK.
3. Create a private/public collection
- In the Candidates Added/Refreshed view under 'Private Candidates->Activity Views', point to Edit menu and select "New Collection". The New Collection dialog comes up.
- Type the name of the collection and to create a private collection tick the 'Private' check box. To keep it public, keep the check-box unchecked.
- Click OK.
4. Add candidates to a user-defined collection
- In the Candidates Added/Refreshed view under 'Private Candidates->Activity Views':
- Tick the candidates to add to the collection
- Point to Edit menu and select "Add to Collection".
- In the dialog, select the collection you created earlier and click "Add".
5. Add candidates to a system collection
- In the Candidates Added/Refreshed view under 'Private Candidates->Activity Views':
- Tick the candidates to add to the collection
- Point to Edit menu and select "Add to Collection".
- In the dialog, select system defined collections such as 'Candidates to Contact', 'Candidates to Track', Manual Merge Candidates etc. and click "Add".
6. View all system collections
- In the Workbench, expand 'My Recruiting' folder and under 'Private Candidates' category, expand 'Collections'.
- Under this expand 'System Defined'.
- You can view all system collections under this category.
7. View all existing private user-defined collections
- In the Workbench, expand 'My Recruiting' data folder and under the 'Private Candidates' category, expand 'Collections'.
- Under this expand 'User Defined', you can view all private collections here.
8. View all existing public user-defined collections
- In the Workbench, expand 'My Recruiting' data folder and under the 'Private Candidates' category, expand 'Collections'.
- Under this expand 'User Defined', you can view all public collections here.
9. View candidates in a collection
- In main Workbench, go to the collection in which to view candidates.
- Click the collection name, the candidates added to it will be displayed in the right pane.
10. Remove candidates from a collection
- In main Workbench, go to the collection from which to remove candidates.
- Select the candidates to remove from the right pane, point to the 'Edit' menu and select 'Remove from collection'.
11. Delete user-defined collections
In the Main Menu bar point to Modules menu and select 'Adv. Candidate Manager'.
- In Adv. Candidate Mgr. page point to Collections menu and select 'View Collections'. This will show a page listing all the existing collections.
- Tick next to the collection to delete and click the 'Delete' button.
- In the confirmation dialog, select 'OK' to delete both the collection as well as its members, click 'Cancel' to delete only the collection.
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