How do I make a folder visible in my org tree after it's been created?

Step One: Creating a new folder and adding it to your org tree is a two part process. Begin by accessing the folders tab. Click the Admin button, then the folder tab button from the tabbed list.

Step Two: Select which folder type you want to add you’ll be choosing from the first two tabs in the list. 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 by clicking the tab name, then click “add” to create a new folder. You will 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. When using this setting, anytime you schedule someone into this new folder, the default reminders you build here will automatically populate in the scheduler window.

· Indicate if you’d like the folder status to prompt an immediate email to be sent to the candidate, you can set the folder to send an immediate email after the scheduling action is completed, by using the “Send Now” list, beneath your reminders.

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

Step Six: Next, “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.