How to Group and Organize Applicants by Category

Receiving a high volume of applications and want to stay beautifully organized? Our Custom Group feature is here to save the day! It lets you sort applicants into your own personalized categories (like "Interviewed," "Pending Docs," or "Follow-up Needed").

It’s the perfect way to track candidates by hiring stage, shift preference, or whatever criteria works best for your team.

Step-by-step guide

1. Login to your Employer Dashboard.
2. Find the active job post you want to manage under the [Manage Jobs] section, and click the [View Applicants] button.

Option A: Create a group and assign applicants on the fly

• Tick the checkbox next to the applicant (or applicants) you want to organize.
• Click [Assign to] on the toolbar that pops up.
• Choose an existing group, or type in a brand-new name to create one on the spot.
• Hit [Assign] to instantly tag them!

Option B: Create your groups beforehand

• On the left-hand menu of your View Applicants page, look for the Custom Groups section.
• Click the [+] sign and type in your desired group name (e.g., "Shortlisted," "No Show").

• Hit [Save Changes]—your new category is ready to use for that job ad!

💡A few helpful things to note:

• Unique per job ad: Custom groups are tied specifically to the job advertisement you created them in. A group created under one job post won’t clutter up your other job posts.
• Purely internal: This feature is strictly for your internal tracking. Job seekers will never receive a notification or see what group you’ve put them in, so feel free to categorize as needed!
• Match your workflow: Use these groups to mirror your company's actual hiring stages (e.g., First Interview, Final Round, Awaiting References).
  
  

What's next?

All set to chat with your freshly organized candidates? Now that you've sorted your top picks, head over to our guide on [How do I schedule an interview from my dashboard?] to seamlessly set up your next rounds!