Create a project
Creating a project is a two-step process:
- Create project name and make it private or public
- Add a candidate or candidates to the project
Step 1: Create project name and make it private or public
- From the navigation bar, click Projects>My projects.
- Click Create New.
- Enter a name for the project. Make it descriptive so you can easily identify it.
- Do one of the following:
- Leave the Private check box unchecked so that other users can access the project. Works great if you are collaborating with other team members.
- Select (check) the Private check box to make the project private, which means only you can access/view it.
- Click Create.
Step 2: Add a candidate or candidates to the project
- From the navigation bar, click Search.
- Create a search or select an existing search. The search results panel opens.
- To add:
- One candidate to a project, click ADD TO PROJECT and select a project.
- Multiple candidates to a project, click the check box beside each candidate, click ADD TO PROJECT (located at top of page under talent pool insights), select a project, and click Add. The candidate or candidates you selected are added to the project.