Can I organize candidates into Groups?

Absolutely!  Many of our clients use Groups to categorize candidates/testers by certain criteria. Some common ways Groups can be used are:

  • For reporting purposes
  • Comparisons among multiple groups
  • Increased efficiency for Administrators (candidate assignment, searching, and reviewing results)

Groups can be created at the time of assignment. They can also be created in advance by selecting “Groups” under the “Assign” tab. You can create new groups and/or add people to an existing group at any time.

View these SLIDES on “Creating Groups” or follow the steps outlined below:

  1. Locate the “Assign” tab and click “Groups” from the dropdown menu.  (Screen 1)
  2. Click “Add New Group.”  (Screen 2)
  3. Name your group and provide a description for the group.  (Screen 3)
  4. To add candidates to the group who are not already in the True Talent platform, click “Create Candidate.”  (Screen 4)
  5. To add candidates to the group who are in the True Talent platform:  (Screen 4)
    • Enter a first name, last name, email address, LoginID, or alternate ID, and press “Enter.”
    • In the Search Results, click the box next to the names of the candidates you want included in the group, and click “Add Checked.”
    • If you do not see the candidate you are seeking, click “Advanced Search” for additional search criteria.
  6. After adding all of the candidates you want in your group, click “Save Group.”  (Screen 5)

NOTE:  The following subscription levels have access to the “Groups” feature:

Screen 1  

Screen 2

Screen 3

Screen 4

Screen 5