Introduction
Evolve Recruitment Marketing (RM) allows you to create and save static lists of candidates within Folders. Folders are used to group similar candidates based on specific criteria, such as particular positions or skill sets. Once candidates are added to a folder, you can manage them through a defined process, nurture talent pipelines, or take various actions. Folders can be created while working with candidates in source or directly from the folder menu. Candidates can be added to a folder individually or in groups. The folder structure closely mirrors that of the Source module.
Audience
All Users
Working With Folders
By default, each Evolve RM user has one folder called Personal Favorites. You can create as many additional folders as needed, rename them, share them with all or specific Evolve RM users within your company, or delete any folders you no longer use.
Folder Stages
Up to eight CRM workflow stages can be configured for Folders. Once configured, these CRM stages become available to all Source and CRM users. If your account’s CRM stages are not currently enabled, please submit a Help Center ticket to request setup.
Choosing a Folder
You can access the folders linked to your user account (whether created by you or shared by another Evolve RM user in your company) from the Folder drop-down menu. When you select a folder that contains candidates, they will be displayed in the results panel.
Navigate to the Talent tab, then select Folders.
On the Folder card, click the drop-down in the Folder field.
A list of all your folders and all folders shared with you opens. The name within the brackets beside each folder indicates its owner.
You can select a folder or use the search box to type part of the folder’s name. Matching folder names will be shown.
Once you select the desired folder, the search results will update to display the candidates in that folder without any filter(s).
You can filter candidates within a folder using the Filters panel.
Alternatively, you can search for a specific candidate on the Folder panel by name, email, keyword, or by location in the Location field.
Create a Folder
On the Folder card, select the menu icon, then click New Folder.
On the Add New Folder pop-up, add a unique Folder Name in the text field.
Click Create Folder. The folder is created and added to your list of folders.
NOTE: Folders can be created using the "Add Candidates to the Folder" action.
Rename Folder
On the Folder card, select the menu icon, then click Rename Folder.
On the Rename Folder pop-up, add a unique Folder Name in the text field.
Click Save to save your changes or click Cancel to disregard.
Share Folder
Folders can be shared with all users or specific individuals. You can restrict folder access at any time.
Open the folder you want to share, select the menu icon, then click Share Folder.
Enable the Share this folder toggle, then select one of the following options:
- Share this folder with Specific Users or Teams. NOTE: If this option is selected, you will need to enter the name of the user or team.
- Share this folder to all Company Users.
Click Save.
When viewing your folders, the folders shared with other users have a share icon beside them.
The Share Folder menu option will also be checked for the shared folder.
Remove Shared User from Folder
You can unshare the folder you have previously shared with a user or team. Select the menu icon
for the folder, click Share Folder.
You can either:
- Click X next to the user’s name to remove a user or team.
- Turn the Share this folder toggle off if you no longer want it to be shared.
Click Save.
Auto-Email from Folder
Depending on your company and user permissions, you can set up an auto-email to be sent from a folder to candidates added to that folder. Suppose your company uses candidate stages in folders. In that case, you can also configure an automated email to be sent when a candidate advances to a specific stage.
Delete Folder
You can delete any folder you own. To do so, open the folder, click the menu icon, and select Delete Folder.
Confirm the deletion by clicking Continue.
NOTE: Deleting a folder will not delete the candidates in that folder.
Add Candidates to Folders
You can add candidates to a folder by selecting Add to Folder from the candidate profile or summary action menu.
Navigate to the Talent tab, then run a search for candidates.
On the candidate summary card, click the menu icon, then select Add to Folder.
To add multiple candidates to a folder, select all or individual candidates on the page, then click the menu icon and select Add to Folder.
You can also add all candidates from your list (up to 25,000 at a time) to a folder. To do this, leave all candidates unselected on the page, select the bulk actions menu, and click Add to Folder.
Complete the following in the Add Profile To Folder pop-up:
- Stage Name (available if folder stages are configured) – Optionally, select a CRM stage where you want to add the candidate. If not selected, the default stage is New.
- Folder Name – Select the folder from the list or type in the folder name. If the folder does not exist, type the folder name and click Create new folder. The folder will be created, and the candidate will be added there.