Managing Candidates in a Talent Pool

Objective

After completing this lesson, you will be able to manage candidates in a talent pool.

Addition of Candidates to a Talent Pool

You can add candidates to a talent pool by using a variety of methods.

Addition from the Candidate Workbench

Candidates can be added to a talent pool from the Candidate Workbench page.

While viewing a candidate’s information, choose Take Action→Add to Talent Pool.
You can also multi-select candidates and choose Action→Add to Talent Pool.
You can add candidates to a talent pool from the Inline Resume Viewer.

Addition from a Candidate Search

From Candidate Search→Keyword and Item Search, there is an option to add selected candidates to talent pools and email campaigns.

Also note the ability to:

Save Search
Search on Talent Pools
Search on candidate Profile Extension fields

Add Candidates to a Talent Pool from the Candidate Search.

Addition of All Candidates who Completed a Data Capture Form

If the Data Capture Form Code was completed when the form was added to the landing page, internal users can search for all candidates who completed a specific form and add them to a talent pool. The search can also be filtered by date range.

Add Candidates who Completed a Data Capture Form. On the Keyword and Item Search tab, view the Data Capture Form field.

Addition from a Saved Search

Customers have the ability to add members to a talent pool with a saved search that runs every night and adds candidates from the search result to the talent pool if they are not already part of the talent pool.

First, create the saved search(es) from Recruiting→Candidates→Keyword and Item Search.
For example, the recruiter can save a search for students who attend a particular school, and then add them to the talent pool set up for that school.

Note

This is a powerful tool, please use caution when creating saved searches that will auto-populate talent pools. The leading practice is to create multiple saved searches instead of one big one.

Add Candidates to a Talent Pool from a Saved Search . Auto-populate by Saved Searches option is highlighted.

Talent Pool Management

Talent pool options enable you to do the following:

Sort columns
Manage columns
Filter to display more search options and action options, such as Add to Email Campaign, Edit, Share, and Archive

Mass Changes to the Status of Candidates in a Talent Pool

It is possible to move several candidates at once into a different status. For example, if a recruiter calls or emails multiple candidates who are currently in the No Contact status, they can all be moved to the Contacted status at once by selecting the candidates and then selecting Actions→Change Status, and then choosing the appropriate status.

Up to 100,000 members can be deleted at a time.

To make a mass change to Status of Candidates in a Talent Pool, select the checkboxes next to candidate names and choose Actions – Change Status.

Add Candidates to a Talent Pool

In this video, you will learn about a variety of ways to add candidates to a talent pool.

Business Example

Add candidates to a talent pool in a variety of ways.

Task 1: Add candidates who have applied for a position

Steps

Proxy as Paula Price and navigate to Recruiting→Job Requisitions.
Choose any number in the Candidates column to open the Candidate Workbench for that job.
Select one or more candidates.
From the Action dropdown list, select Add to Talent Pool.
From the Talent Pool Name field, select Web Developers.
Select No Contact from the Place in Status dropdown list.
Select Submit.

Task 2: Locate candidates from a candidate search

Navigate to Recruiting→Candidates, and then select Keyword and Item Search.
From the Profile Extension dropdown list, select Area of concentration (Major).
Enter Engineering and select Search to generate a list of candidates who entered Engineering for their major on a data capture form.
Select the checkbox before a candidate's name, and from the Actions dropdown, select Add to Talent Pool.
Select Web Developers and No Contact.
Select Submit.

Task 3: To automatically add candidates to a talent pool nightly based on saved search

While still on the Search page, remove the Area of Concentration search parameter, and from the Activity dropdown list, select Data Capture Form.
Select the Data Capture Form Code that you entered when you added the data capture form to the Landing Page: Engineering Students.
Change the Candidate Activity to Submitted, or leave at Any Status.
From the Submission Date Range field, select today.
Choose Search to test the results. (It doesn't matter if no candidates have completed the data capture form today and so the result is 0. We will save the search anyway.)
Choose Save Search.
For Search Name, enter Engineering Students.
Choose Ok.
Choose Talent Pools.
Select the box before the Web Developers Talent Pool and from the ellipsis dropdown, select Edit.
Choose List of Saved Searches.
Enter Engineering Students at the top of the page and select + Add.
Choose Close.
Select Save and Close.

Add candidates to talent pools from the candidate profile

Navigate to Recruiting→Candidates→Keyword and Item Search→Basic Info→First Name.
Search for Tina.
Select Tina Thomas to open her profile.
Scroll down to the Talent Pools portlet and select +Add.
From Talent Pool Name dropdown list, select Web Developers.
For Place in Status, select Screened, assuming that you have already screened Tina.
Select Submit and then OK.

Task 4: Confirm that three candidates have been added to the Web Developers Talent Pool

Navigate back to Recruiting→Candidates→Talent Pools and choose Web Developers.
Notice that two candidates are in the No Contact status, and one is in Screened status.
Select No Contact.
Select the box before one of the No Contact candidates and from Actions, select Change Status.
Change the Status to Warm.
Select Submit and then, OK.

Summary

There are multiple ways to add candidates to talent pools: From the Candidate Workbench (Take Action → Add to Talent Pool), via multi-select actions, from the Inline Resume Viewer, or from Candidate Search (Keyword and Item Search), where selected candidates can be added to pools and email campaigns.
Search capabilities that support pooling: Candidate Search allows saving searches, searching within talent pools, and searching on candidate Profile Extension fields to better target sourcing.
Bulk additions via data capture and automation: Internal users can find all candidates who completed a specific Data Capture Form (optionally filtered by date range) and add them to a pool; saved searches can also run nightly to auto-add new matching candidates not already in the pool.
Talent pool tools support sorting/managing columns, filtering for more actions (Add to Email Campaign, Edit, Share, Archive), bulk status changes (e.g., No Contact → Contacted).

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