1.3 Manage folders

Table of contents

Video
Process folders
Using predefined templates
Adding, editing or removing steps in the process
Saving the process for future projects

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.