Overview

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 remain in your folders until you manually remove them.

Access candidate and document folders

1. Go to People > Hiring > Applicant Tracking. 
2. On the left, select Folders. 2 main folders display:
   1. Candidate Bookmarks: You can drag and drop candidate records.
   2. Documents: You can upload DOC, DOCX, XLS, XLSX, PPT, PPTX, CSV, HTML, PDF, RTF, and TXT files.

Add a candidate to candidate bookmarks

1. Select and drag the candidate's name from your Candidate Search results or from the candidate's profile.
2. Drop into the Candidate Bookmarks folder.

Upload to the documents folder

1. Hover your mouse over the Documents folder or a subfolder. 
2. Select the upload icon. The file upload popup opens.

Add a subfolder

1. At the bottom of the Folders section, select New. The Create New Folder popup opens.
2. On the right, select the folder where this subfolder goes.
3. Add the Folder Name.
4. Choose the Sharing Setting.
5. Select Create.