1.3 Manage folders

Table of contents

Video

Please begin by watching the following video tutorial.

Further down the page you will find a complete step-by-step breakdown of the tutorial.

Process folders

The process folders in a project create an easy overview of where the candidates currently are in the recruitment process:

The recruitment process is used in the candidate list and consists of process folders. You can move the candidates from one folder to another:

In the tab for “Manage folders”, you can modify the recruitment process in the project:

Using predefined templates

The system has a default recruitment process, but here you can apply other predefined templates to your recruitment project:

You can also add or remove individual process folders to suit your needs for the specific project:

Select the template you want to use for the project and click “Apply template”:

Please note: A recruitment process should not be changed if there are any candidates in the project:


Adding, editing or removing steps in the process

Click here to edit an existing process folder:

You can edit the name and adjust what actions that should be performed when you move a candidate into the folder:

To delete a folder that you will not use in this project, click here:

You can add a new folder to the process by clicking here:

Fill out the name:

If applicable, fill out actions for the process folder and save:

You can change the order of the folders by using drag and drop:

Saving the process for future projects

When you have finished, you can save the recruitment process as a template:

Then you can reuse the process in future projects. Checkmark that the template should be available for all users, to ensure everyone in your company can use it:

After saving the template, it can be found under common templates:


You have now been introduced to how you create and adjust a recruitment process in a project. This enables you to get a good overview of where in the process the candidates are.



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