ATS v2: Candidate Rank Group User Guide

Overview

When hiring for a Job A job (vacancy, position, role) is an opening for which a customer's client needs a placement., you may find yourself with a large number of candidates A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider., particularly in the early stages of the recruitment process. Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. Ranking Groups can be applied as part of the applicant A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. tracking process to make it easier to classify and manage candidates. For example, you can select one or more Ranking Groups to perform actions or communicate with other users and clients A Company is the organization where the contact works. This can also be called the Client. by Ranking Group category. This article covers how to assign Candidates to Rank Groups. See ATS v2 Candidate Rank Group for more information on Candidate Rank Groups and Configuration.

Before You Begin

Ranking Groups are created by Bullhorn for Salesforce Administrators. The following values are common examples of configured Rank Groups: "Gold, Silver, Bronze", “Rank 1, Rank 2, Rank 3, Rank 4, Rank 5”, or "Suitable, Reserve, Other". Administrators will customize the values to suit your business processes.

Rank Groups are then associated with Job record types. Different Ranking Groups are associated to different Job record types or the same Ranking Groups are used for all Job types. Ranking Groups are assigned and can be viewed on the ATS screen of a Job, either as the group name or an icon.

Assigning Rank Groups

You can sort candidate records in ascending or descending Ranking Group order by selecting the Ranking Group column title. Follow these steps to assign a Ranking Group for a Job to one or more candidates:

1. Select the ATS view. If any candidates already have a Ranking Group assigned, the Rank is shown.
2. Check the box next to the Candidates you want to assign a Ranking Group (this can include candidates that already have a group assigned).
3. Select Actions > Assign Ranking Group. The Selected candidates are displayed with the current Ranking Group assignment.
   
4. Select a Ranking Group from the list. The number of options and naming conventions used for the Ranking Groups depend on how Bullhorn for Salesforce is configured for your Org.
5. Click Save.