How do I change or add a folder under a location?

Option 1: TO EDIT AN EXISTING FOLDER NAME

Step One: Click the “Admin” button on the top navigation bar. View the tabbed section of options called, “Folders.”

Step Two: Locate the folder you want to edit. Candidate folders are broken into two types: Pipeline (candidates you have been in touch with), and Follow Up (candidates you are still trying to connect with).

Step Three: If you are changing an existing folder, click the name of the folder you want to rename so that it is highlighted. In the “folder name” text field, make your desired changes.

Step Four: Click save when you have finished editing the name. Then, review the new folder name in your tree. This change will be reflected in each location folder list.

Option 2: TO CREATE A NEW FOLDER BENEATH THE JOB

Step One: Access the folders tab again, from the Admin button.

Step Two: Select which folder type you want to add your new folder to. Here are some important things you’ll need to make note of:

· Pipeline folders are for candidates you have already contacted. By default, these folders automatically stop your auto-bulk email campaign when a candidate is migrated to them. Add a folder here only if you DO NOT want the candidates to still receive auto bulk emails about job openings.

· Follow Up folders are for leads, or people you are still attempting to connect with. Add a folder here only if you DO want the lead to receive auto bulk emails about job openings.

Step Three: Select your folder type, then click “add” to create a new folder. You will also see a prompt reminding you of an additional step you’ll need to take to have your new folder visible in the tree.

Step Four: Name your new folder and establish its settings.

· Indicate if you’d like any event on your calendar associated with this folder status. This is usually only important for scheduled events like interviews and meetings.

· If you opt for the folder to add an event, you will be prompted to set the common reminders you would want associated with that event. This is not required, but can help further automate some steps for you as you schedule events.

· Indicate if you’d like the folder status to prompt an immediate email to be sent to the candidate. If yes, you will be prompted to choose a template for that communication.

Step Five: Move your folder to the desired place in the folder list by using the arrows. Click save when you are done.

Step Six: “Activate” the new folder in each location you want to reflect the new folder. Go to a location in the org tree and view the location details by clicking on the location name. Click the “folders” tab to view the folder list for this location.

Step Seven: Click the check box beside your new folder to “activate it” for this location, then click save to preserve your change. Repeat this action for each location in the tree that should reflect your new folder.