Efficiently Navigating and Managing Folders in a Shared Workspace

This is a sample feature demo. Please note that details such as locations, currency formats, filters, and other candidate information are for reference only. In your account, these will automatically adjust and reflect the region associated with your services once you log in.

Accessing the Folders Tab

1. Click on the Folders tab within the navigation bar.

2. Select any folder from the displayed range of personal folders, for example, Noel's folder 3.

3. Options available include exporting the folder's contents into an Excel file, sharing the folder with colleagues, or archiving the folder for later access.

Folder Overview and Candidate Pipeline

Before opening a target folder, you will see an overview of the candidate pipeline and access the timestamp associated with the folder. For example, you can start working on Noel's folder 1 from the array of personal folders.

Folder Management Detail Page

• Access categories such as in pipeline, prospect, job applicant, and interviewed buckets.

• Track stages like shortlisting, contacted, and responded candidates under the prospect option.

• Monitor a candidate's advancement through stages like phone screen, hiring manager screen, interview, offer, background check, and hired under the interviewed option.

• Access the rejected option for unsuitable candidates.

Retrieving Information

Navigate to the folder on the left side to find organized divisions for retrieving information from selections such as:

• Contacted by

• Response type

• Contacted within

• Shortlisted within

• Email campaign

• Contact info availability

• Shortlisted by

Exploring Candidate Lists

1. Proceed to the contacted by category on the left panel to explore candidates reached via email or SMS.

2. Click the contacted within button to see options like past 24 hours, past 3 days, past 7 days, past 1 month, etc.

Managing Recruitment Pipeline

Access a comprehensive view of candidates, including those in the pipeline, prospects, job applicants, and interviewed candidates. This tool is practical for managing your recruitment pipeline.

Shifting and Deleting Profiles

1. Click on the move button to select options like phone screen, hiring manager screen, interview, background verification, hired.

2. Collectively transfer multiple profiles at once or delete profiles at your discretion.

Additional Features

• Access linked searches, view campaigns initiated, and download data in xls format from the upper right-hand corner.

• Tailor your selection of profiles with the excel view offering a comprehensive overview.

If you need further assistance, feel free to reach out via the number or email id displayed on the screen.