How to Use Categories

Categories allows your team to organize Candidates into groups so they can be easily found later. They can be used to group applicants as "Great Future Hires", or "Duke University Student". The point of categories is to help you filter your applicants down to a special group quickly.

Creating Categories 

  1. Click Settings.
  2. Click Templates
  3. Click Categories.
  4. Click + Create Category
  5. Click Create Category.
  6. The new category will appear in your list.

You can also create categories right from a candidate's profile, if you're a Super Admin, Recruiting Admin, or Super User.

  1. Locate the Categories section on the right side.
  2. Click + next to Categories.
  3. Name the category.
  4. Click the Plus Sign.

​Once the Category has been created, it is now able to be selected from the Categories list in the Candidate Profile. You can create as many categories as you want. 

Frequently Asked Questions

Can I run reports on categories in order to get a complete list that I can send out to other people?

Yes! You can use a custom report to get this information. They are one of the columns you can select from in a custom report. You can also search by category as well.

Can I bulk email candidates based on category?

Yes!

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