Lists Guide

Lists help you organize candidates into collections, share them with your team, and manage talent pipelines effectively.

What you'll learn

• Create and manage candidate lists
• Share lists with your team
• Add and remove candidates
• Organize your talent pipeline

Overview

Lists are collections of candidates that help you:

• Organize searches: Save interesting candidates from AI matching results
• Track pipelines: Create lists per job, client, or recruitment stage
• Share with team: Collaborate by sharing lists with organization members
• Export selections: Manage groups of candidates for bulk actions

Creating Your First List

From the Lists Page

1. Navigate to Lists in the sidebar
2. Click the New list button (plus icon) in the top right
3. Enter a name for your list
4. Optionally enable Share with team to make it visible to all organization members
5. Click Create list

From Search Results

When viewing AI matching results, you can create a list directly when adding candidates:

1. Select candidates using the checkboxes
2. Click Add to list in the selection bar
3. Choose New list and enter a name
4. Click Add candidates

Managing Lists

List Actions

Each list card has an actions menu (three dots) with the following options:

Rename: Change the list name at any time

Share with team / Make private: Toggle list visibility:

• Private (default): Only you can view and modify the list
• Shared: All organization members can view the list and its candidates

Delete: Permanently remove the list (candidates are not deleted, only removed from the list)

Sharing Lists

Lists can be shared with your entire organization at any time:

To share a list:

1. Click the actions menu (three dots) on your list card
2. Click Share with team
3. The list now appears in the Shared tab for all team members

To make a shared list private:

1. Click the actions menu on a shared list you own
2. Click Make private
3. The list is now visible only to you

Viewing shared lists:

• Switch to the Shared tab to see lists shared by your teammates
• You can view and add candidates to shared lists (if you have permissions)
• Shared lists display a Shared badge and show who created them

Adding Candidates to Lists

From Search Results

After running an AI search:

1. Select candidates using the checkboxes on the left of each profile
2. A selection bar appears at the bottom showing the number of selected candidates
3. Click Add to list
4. Choose an existing list or create a new one
5. Confirm to add the candidates

From a Talent Profile

When viewing an individual talent profile:

1. Click the Add to list button
2. Select an existing list or create a new one
3. The candidate is immediately added

Bulk Import

You can add multiple candidates at once:

• Select multiple profiles in search results
• Use the selection bar to add all selected candidates to the same list
• Duplicates are automatically prevented (same candidate won't be added twice)

Viewing a List

Click on any list card to view its contents:

List detail page shows:

• Total number of candidates in the list
• Candidate cards with key information (name, title, location, skills)
• Checkbox selection for bulk actions
• Actions to remove individual candidates from the list

Removing Candidates

To remove a candidate from a list:

1. Navigate to the list detail page
2. Click the Remove button on the candidate card, OR
3. Select multiple candidates and use the selection bar

Removing a candidate from a list does not delete their profile — they remain in your talent pool.

List Organization Tips

Naming Conventions

Use clear, descriptive names:

• By job: Senior Frontend Developer - Q1 2024
• By client: Client ABC - Engineering Roles
• By stage: Interviewed - Marketing Positions
• By status: To Contact - Data Scientists

Recommended Structure

For effective talent pipeline management:

Per Job Approach:

• Create one list per active job posting
• Add candidates from AI matching results
• Move candidates between lists as they progress

Per Client Approach:

• One list per client organization
• Subdivide by role type if needed
• Useful for recruitment agencies

Per Stage Approach:

• To Review: Initial AI matching results
• Shortlisted: Candidates to contact
• Interviewed: After first interview
• Offer Stage: Final candidates

Best Practices

Keep Lists Focused

• Create specific lists rather than one large list
• Archive or delete old lists after hiring decisions
• Use clear naming to find lists quickly

Leverage Sharing

• Share lists with team members working on the same role
• Use shared lists for collaborative review processes
• Make lists private for sensitive or confidential searches

Regular Maintenance

• Remove candidates who are no longer relevant
• Update list names as roles evolve
• Clean up completed lists after successful hires

Faq

Can a candidate be in multiple lists?

Yes. The same candidate can be added to unlimited lists. This is useful for tracking candidates across different roles or stages.

What happens when I delete a list?

Only the list is deleted, not the candidates. Their profiles remain in your talent pool. This action cannot be undone.

Who can see my lists?

• Private lists: Only you can view and edit
• Shared lists: All organization members can view

Can I merge two lists?

Not directly. To merge lists:

1. Open the first list and select all candidates
2. Add them to the second list
3. Delete the first list if no longer needed

Is there a limit to the number of lists?

No. You can create unlimited lists to organize your talent pipeline as needed.

Can I export a list?

Lists can be used for bulk actions within the platform. Export features may be available depending on your subscription plan.