Talentpools

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This article describes the Use and Setup of Talentpools

Talentpools are used to collect and categorize candidates and/or contacts. 

 

Content

  • I. Use
  • II. Setup

 

I. Use

You could use Talentpools to line up candidates for key positions in your organization.

It is important to define upfront how you would like to categorize your Talentpools. We advise you to align with your colleagues so that you will use Talentpools in the same way.

 

Add new Talentpools

The section New Talentpools allows you to add new Talentpools to the list. 

 

Filter the list of Talentpools

This section allows you to filter the list of Talentpools e.g. on name or on Category(as in the example below).

Zooming in at a specific pool 

You can zoom in at a specific pool to view the complete list of people in the Talentpool added to the pool. Also this Talentpool detail page allows you to do several actions, e.g. your are able to send emails and share Jobs to them.

(Note, that the specific information can be configured different in your Organization.) 

 

Talentpool Activities

You might want to keep in touch with your People in the Pool. Therefore you can schedule a Task to contact you candidate, also on a recurring basis.

Note, that activities need to be created by your Admin. If not available you can contact your Admin. 

 

  

II. Setup

Page-tab "People in this Pool"

To customize the list view of page-tab "People in this Pool" [see screenshot in the above section: 'Zooming in at a specific pool']

  1. Navigate to: Salesforce Setup > Build > Create > Objects > Person in talentpool 
  2. And edit the Fieldset "Talentpool page" with the wanted Fields.

 

Talentpool Activity Templates

In the Connexys Settings you will find 'Talentpool Activity Templates'. 

You can create templates for Tasks that can be assigned to a Talentpool by the user. Then Tasks can be created for the People in the Talentpool. The Task can be a standard Task or a recurring Task.

After you created a 'Talentpool Activity Templates' your user will be able to assign it to their Talentpools. 

 

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