Talent community: Create folders/segments of candidates
Table of Contents
The Folders section allows users to organize and segment candidates into custom lists for targeted action, such as mass invitations or internal tracking. The Folders section has a list of all folders, both public and private. Selecting the preferred folder on the left sidebar displays a list of all candidates in the folder.
Create a folder
To create a folder, follow the steps below:
- Select All Apps in the top left corner of the header and then Talent Community from its drop-down menu.
- From the left panel, open the Folders section.
- Select the + Create New button.
- In the Create Folder slide-out drawer, update the following details:
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Name: Name the folder.
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Note: If Multilingual is enabled for your client’s account, you can update the folder name with a different language preference by selecting the language selector and choosing the preferred language.
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Note: If Multilingual is enabled for your client’s account, you can update the folder name with a different language preference by selecting the language selector and choosing the preferred language.
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Privacy Type: Select the privacy type of the folder. You can select from the following options:
- Private: This folder type is visible only to you by default. You can add other users to folder, setting custom access as needed.
- Public: This folder type is visible to everyone accessing the talent communities based on their user permissions and standard visibility rules.
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User Access: If the Privacy Type is set to Private, this section displays. Select + Add Users to add users. You can select from the following options:
- Users: This displays a list of individual users. Select the checkbox(es) next to each user you want to access the folder, and then select Save.
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Roles: This displays a list of user roles in the account. Select the checkbox(es) next to each user role you want to access the folder, and then select Save.
- Note: You can select both individual users and user roles.
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Name: Name the folder.
- Select Create in the bottom right corner of the drawer.
Once the folder is created, it displays in the Folders section in the left sidebar. You can select the folder to view a list view of each candidate added to the folder.
You can also create a folder by selecting candidates from within a community, selecting the Take Action button above the list, and then selecting + Add to Folder. You can then click + Create Folder to add a new folder and include the selected candidates in it.
Want to add candidates to a talent community folder? Learn more here.