Candidates can be assigned to up to five groups to streamline management, such as grouping by Bank candidate rotations. Administrators can manage groups individually for each candidate.
To assign candidates to groups:
- Go to Candidates > My Candidates and filter to find candidates
- Select candidates individually or use Select All (ensure filtered to My Candidates)
- The number selected appears top-left of the results
- Click Action on Selected > Assign Group
- Choose an existing group and click Save, or click Add New Group, enter a name and description, then Save
- Select the new group and click Save to assign candidates
Note: Candidates already in five groups cannot be added to more unless removed from another group first. See Updating existing groups for details.
Editing candidates' search criteria in groups
After assigning candidates to a group, you can update their shared professional search criteria simultaneously, for example, to change grades for all in a rotation on a specific date.
To edit group search criteria:
- Go to Candidates > My Candidates and filter by the relevant group
- Review the list; add or remove candidates as needed
- Click Edit Group Search Criteria. If disabled, clear filters or reset them, then re-filter by group
- In the dialog, adjust search criteria shared by all group members