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Creating Talent Pools

TALENT DATABASE
Follow this step-by-step guide to learn how to create Talent Pools to manage candidates, sourced or applied.
3 steps2 min read
 
1
Step 1
Open Talent Pools
 
Navigate to the CRM and click Talent Pools.
 
Click Create Talent Pool.
CRM with Talent Pools highlighted in the left navigationThe Talent Pools link in the CRM sidebar.
 
2
Step 2
Add Talent Pool Details
 
Fill in the optional details: Name, Description, Owner, Visibility, Collaboration (if applicable), Tags, and Associated Jobs.
 
Once satisfied with the details, click Create.
Talent Pool form showing name, description, owner, visibility, collaboration, tags, and associated jobs fieldsTalent Pool details form.
✓
Final Step
View, Upload, or Take Action on Applicants
 
Once created, click into the Talent Pool to view, upload, or take action on applicants in the pool.
 
View the prospects currently in the pool.
 
Upload new prospects using Upload Prospects.
 
Take action on a candidate by clicking into their profile, or selecting one or more candidates and using the action bar at the bottom of the screen.
Selected candidates in a Talent Pool with the action bar at the bottom of the screenSelecting candidates to take action from the bottom action bar.

That's it, your Talent Pool is ready to use. Reach out to your CSM any time you need a hand managing candidates.