Folder Management | ME

05:05 mins
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foundit

Updated on Sep 02, 2024

Efficient Folder Management in a Shared Workspace

Efficient Folder Management in a Shared Workspace

Accessing Folders

To efficiently navigate and manage folders in a shared workspace, follow these steps:

  1. Click on the Folders tab within the navigation bar.
  2. Select a folder from the displayed range of personal folders, such as Noelle's Folder 3.
  3. Options to export, share, or archive the folder are available.

Folder Management Detail Page

Upon selecting a folder to engage with, you will be directed to the Folder Management Detail page where you can:

  • Access categories like Pipeline, Prospect, Job Applicant, and Interviewed Buckets.
  • Track candidate stages under Prospect and Interviewed options.
  • Utilize various filters and settings for personalized viewing.

Exploring Candidate Information

Within the folder, you can:

  • Retrieve information based on categories like contacted by, response type, and more.
  • View candidates reached via email or SMS under Contacted by category.
  • Filter candidates based on contacted within timeframes.

Managing Profiles

For efficient profile management, you can:

  • Move profiles between stages using options like Phone Screen, Interview, etc.
  • Delete profiles as needed.
  • Download data in XLS format for further analysis.

Conclusion

Efficiently manage your recruitment pipeline by utilizing the tools and features provided in the shared workspace. Tailor your selections, track candidate progress, and make informed decisions based on the comprehensive view offered.