Managing Groups for Candidates

Managing Groups in StaffUp Recruiter Console

Objective

To provide a clear and concise guide for team members on how to effectively create, manage, and utilize groups within the StaffUp Recruiter Console, ensuring efficient organization of candidates and streamlined communication.

Scroll to the bottom for a video overview

Key Steps

Access the Recruiter Console:

Log in to the StaffUp Recruiter Console.

Identify Existing Groups:

Check the "Groups" column in your candidate view to see if the desired group already exists.

Create a New Group:

If the group does not exist, select the candidates you wish to group.
Click on the option to create a new group.
Confirm the creation by clicking "Add New" and then "Yes" when prompted.

Add Candidates to the Group:

After creating the group, select the candidates you want to add.
Click on "Add to Groups" and choose the newly created group.

Utilize the Group for Future Searches:

To find the group later, navigate to the group area and filter for your created group (e.g., "Top Hygienists").
Use this filtered list for bulk actions such as sending notifications or updating statuses.

Manage Groups in Admin Settings:

For bulk updates or to create groups without immediate candidate selection, go to Admin Settings > Candidate Settings > Groups.
Here, you can view all created groups, add new groups, or make adjustments.

Delete a Group (if necessary):

If you need to delete a group, select the group and choose the delete option.
Confirm the deletion by typing "delete" when prompted. Be cautious as this action will remove the group from all associated candidates.

Cautionary Notes

Deleting a group is irreversible; ensure that you truly want to remove it before confirming.
The system will prompt you multiple times to confirm deletion to prevent accidental loss of data.
Regularly review and update groups to maintain accurate and clean candidate data.

Tips for Efficiency

Use descriptive names for groups to easily identify their purpose (e.g., "Top Hygienists" or "Urgent Candidates").
Regularly update group memberships to reflect changes in candidate status or roles.
Consider creating groups based on specific projects or recruitment drives for better organization.
Utilize the bulk update feature in admin settings for efficient management of multiple groups at once.

By following these steps, team members will be able to effectively manage candidate groups within the StaffUp Recruiter Console, leading to improved organization and productivity.

Video Overview

Updated on: 30/01/2025