How to Group and Organize Applicants by Category
Getting a bunch of applications and want to stay organised? Our Custom Group feature lets you sort applicants into different groups—based on your own categories (e.g., "Interviewed," "Pending Docs," "Follow-up Needed"). This can be helpful if you want to keep track of applicants by shift preference, hiring stage, or any criteria that works for you!
Here’s how you can do it:
- Login to your Employer Dashboard.
- Go to your active job ad and click "View Applicants". Under the Manage Jobs section, find the job post you’re reviewing and click the "View Applicants" button.
- Assign an applicant to a group
- Tick the checkbox beside the applicant you’d like to group.
- Click "Assign to" on the toolbar.
- You will see an option to create a new group or assign to an existing one.
- Once selected, click "Assign" to tag the applicant under that group.
You can also create a group beforehand:
- On the left side of the View Applicants page, you’ll see “Custom Groups”.
- Click the “+” sign and type in your desired group name (e.g., "Potential Hires," "No Show").
- Hit “Save Changes”—the new group will now appear under Custom Groups for that job ad.
❗Note:
- Custom groups are unique per job advertisement. A group created under one job post will not appear in other job posts.
- You can use groups to match your internal hiring stages (e.g., First Interview, Shortlisted for Final, Awaiting References, etc.)
- This feature does not send a notification to the jobseeker. It's purely for your internal tracking.
All set to schedule interviews after grouping your applicants? This article walks you through it!