Table of contents
Please begin by watching the following video tutorial.
Further down the page you will find a complete step-by-step breakdown of the tutorial.
Description
When you create a new folder, there are several tabs used to adjust the information about the folder. These include any actions that will happen automatically when you move candidates into the folder:
Each process folder needs a name and, if applicable, a description:
This box should be used with caution, because if check marked, the folder gets similar properties to the folders with padlocks. That means, if you change this folder in one project, the change will be applied to all other projects that employ this folder, too:
Documents
In this tab you can attach documents that are available for users when they work with candidates that are in this recruitment process folder. The attached documents may include checklists, interview guides, forms or templates:
Actions
In this tab you can select one or several actions that should happen automatically when you move a candidate into this folder. If you leave it empty, no action will take place automatically:
You can choose to automatically register a process event when you move candidates to this folder by selecting the process event here. This way, the process event will automatically be logged on the candidate profile:
You can automatically give the candidates a priority when they are moved into this folder, by clicking the number of stars here:
If you want the candidates to change status when they are moved to this folder, you can select which status they should get here:
All candidates should have the status active until they are hired or rejected, so this feature is only applicable if you create a folder for the final part of the recruitment process.
You can select to automatically send an email to candidates when they are moved to the folder, by selecting the template here:
When you move the candidates into the folder, you will get a pop-up to confirm the actions before they are completed. The confirmation pop-up enables you to adjust one or several of the predefined actions. If you do not want to confirm the actions, you can checkmark this box:
Show or hide columns
In the tab for showing or hiding columns, you can select which columns should be visible in the candidate list, when you view candidates in this recruitment process folder. This means, you can adjust the view for every step in the recruitment process.
Checkmark the columns you want visible in the current folder:
Access
In this tab you can select which user roles should have access to the current folder and the candidates in the folder. For example, if there are external parties working in Reachmee, you can give them access to specific folders only, and hide all other folders and candidates:
Remove the checkmark to deny their access to the folder:
When you have finished creating and adjusting the recruitment process folder, click on save to add the folder to your template:
You can now move the folder using drag and drop. Remember to save the template when you're done, by clicking save here:
Here is a preview of the new process template and the folder video interview:
Summary
You have now been introduced to the tabs functionalities in the recruitment process folders.