Classifications

Similar to the Public Candidate Pool, you can classify candidates in the Private Candidate Pool into Functional Classifications as per the job-role of candidates.

For learning more about Functional Classifications and the actions related to them refer to the help on Classifications in the Candidate Database section.

Common Tasks

1. Categorize candidates by job roles
2. View classified candidates

1. Categorize candidates by job roles

In the Candidates Added/Refreshed view under 'Private->Activity Views':
- Tick the candidates to classify.
- Point to Edit menu and select "Classify Candidates".
- In the dialog, select the functional roles in which to classify the candidates. Select 1 or more roles using the the 3 drop-downs.
- Click 'OK'.

In the Candidate Power View:
- In the right pane click the 'Cover Info' tab.
- In the Functional classification drop-downs select the functional roles in which to classify the candidates. Select 1 or more roles using the the 3 drop-downs.
- Click 'Save' or 'Save & Next' from the 'Save Option' drop-down in the right pane.

From Candidate Search results:
- Tick the candidates to classify.
- Point to Edit menu and select "Classify Candidates".
- In the dialog, select the functional roles in which to classify the candidates. Select 1 or more roles using the the 3 drop-downs.
- Click 'OK'.

2. View classified candidates

In the Main Menu bar point to Modules menu and select 'Adv. Candidate Manager (Pri.)'.
- In Adv. Candidate Mgr. page in the left side folder pane expand the Functional Classifications folder. This will expand and show list of all top-level Functional Areas.
- Expaned the desired Functional Area and the Group under it, then click on the Functional Role for which to view candidates.
- The candidates classified in the role will be displayed in the right pane.