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Create a team 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

  1. From the navigation bar, click Projects>Team projects.
  2. Click Create New.
  3. Enter a name for the project. Make it descriptive so you can easily identify it.
  4. 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.
  5. Click Create.

Step 2: Add a candidate or candidates to the project

  1. From the navigation bar, click Search.
  2. Create a search or select an existing search. The search results panel opens.
  3. 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.