Configuring the Automatic Candidate Pooling

Configuration > [Recruiting] Administration

1. Under Recruiting Settings, enable the Automatic Candidate Pooling Enabled setting.
2. Under List Formats, configure the candidate list format context entitled List of automatically pooled candidates.
   1. Select columns for the list format.
   2. Put columns in the right sequence.
   3. Set column sorting criteria.
   4. Configure quick filters. This list format allows the use of the same quick filters as the Advanced Search list format, plus the Shift Availability filter.
   5. Activate the list format.
3. Under SmartOrg Administration > User Types > Recruiting > Requisitions, grant the following user type permissions:

   • View autopooling criteria

   • Edit autopooling criteria

   • Perform the "Reject" action from the candidate autopooling list

4. You can define repooling rules within the Candidate Selection Workflow to automatically return candidates to the pool after X days of inactivity:
   1. Under Recruiting Settings, enable the Inactivate Job Submissions Feature setting.
   2. Under Candidate Selection Workflow/Statuses tab, create an inactive status and select Inactive in the Reference Model list.
   3. Under Candidate Selection Workflow/Steps tab, add this inactive status to each candidate selection workflow step in which you want to repool candidates.
   4. Within each desired candidate selection workflow, in the Steps Usage tab, click on the step, select the Inactivate Job Submissions option and indicate the number of days. Note that different steps may have different durations or none at all.