How do I add or remove candidates to an existing group?

How to ADD a candidates to an existing group.

  1. Locate the “Assign” tab and click “Groups” from the drop down menu.  (Screen #1)
  2. Click “View Details” under the desired group.  (Screen #2)
  3. To add candidates to the group who are not already in the PAN system, click “Create Candidate.”  (Screen #3)
    • Fill in the candidates information (First Name, Last Name, Email, Username, Alternate ID, and Postal Code)
    • Click “Create Candidate (Screen #4)
  4. To add candidates to the group who are in the PAN system:  (Screen #5)
    • Enter a first name, last name, email address, Username, or alternate ID, and press “Enter.”
    • In the Search Results, click the box that populates under the search bar that contains the name of the candidate you want included in the group. (Screen #6)
    • If you do not see the candidate you are seeking, click “Advanced Search” for additional search criteria. (Screen #7)
    • Click “Search”(Screen #8)
    • Click the box next to the candidate(s) you want to add within the group. (Screen #9)
    • Click “Add Checked” (Screen #9)
  5. After adding all of the candidates you want in your group, click “Save Group.”  (Screen #10)

 

How to REMOVE a candidates to an existing group.

  1. Locate the “Assign” tab and click “Groups” from the drop down menu.  (Screen #1)
  2. Click “View Details” under the desired group.  (Screen #2)
  3. Click the “X” under the remove column associated with the candidate you want to remove from the group. (Screen #11)
  4. Click “Save Group” (Screen #12)

 

SCREEN #1

SCREEN #2

SCREEN #3

SCREEN #4

SCREEN #5

SCREEN #6

SCREEN #7

SCREEN #8

SCREEN #9

SCREEN #10

SCREEN #11

SCREEN #12