Benefits

Folders are a helpful way to organize candidates and documents.

You can use folders and documents to save candidates for jobs that haven’t been posted yet, to keep track of people with certain skills, and to make a library of documents you might need for hiring.

Sharing: 

• You can share only subfolders with other users. 
• You cannot share your entire Candidates or Documents library.

If a candidate becomes inactive, they still stay in your folders.

If you remove a candidate from a folder, it doesn’t change their status or their history on their Candidate Profile Page.

Candidates will stay in your folders until you manually remove them yourself.

Steps to Access Candidate and Document Folders

1. Log in and go to People > Hiring > Applicant Tracking. The Recruiting dashboard appears.  
2. On the left side of the screen, click Folders. Two folders appear:
   • Candidate Bookmarks folder: Where you can drag and drop candidate records.
   • Documents folder: Where you can upload DOC, DOCX, XLS, XLSX, PPT, PPTX, CSV, HTML, PDF, RTF and TXT. file types.
3. To add candidates to your Candidate Bookmarks folder, drag the candidate's name either from your Candidate Search results, or from the candidate's profile.
4. To upload a document to your Documents folder, hover your mouse over the Documents folder or the appropriate sub-folder and click the upload icon (^). The file upload popup appears.
5. To add a subfolder, towards the bottom of the Folders section, click New. The Create New Folder popup appears.