How it works:
Each recruitment advertisement has a main recruitment group where all users involved in the recruitment are listed. To share applications with a project group, you first need to create the project group, then add users to the recruitment group and move them to the project group. Once users are in the project group, applications can be shared directly with the group.
Project groups work in combination with Project Roles – users receive the permissions defined in the role when a candidate is shared or assigned.
1. Create a new project group:
Go to the relevant case under Recruitments.
- Open the case.
- Scroll down to Recruitment/Work Group.
- Click Create Work Group.
- Enter the group name.
- Save.
You can have multiple groups within the same case.
2. Add users to the recruitment group/main group:
Go to the relevant case under Recruitments.
- Open the case.
- Scroll down to Recruitment/Work Group.
- Click Add user to Recruitment/Work Group.
- Select the desired project from the list and add any notifications or other fields as needed.
- Save.
A notification is sent to the user added to the group.
3. Share an application with the project group:
- Go to Applications in the relevant case.
- Select the candidate(s) you want to share.
- Click More actions.
- Click Share application.
- Choose the group you want to share the application(s) with.
Delete a work group:
When a work group is deleted, all users are moved back to the main group and the group disappears.
Remove a user from a project group:
Click Edit next to the user’s name and remove the project from the user – the user will then be moved back to the main group.
If you click Remove next to the user’s name, the user is completely removed from the case/advertisement.
Main group and project group:
Sharing applications: