Collections

Collections are similar in concept to Windows Folders and are used to group resumes belonging to a specific category into a logical entity. RBox also supports creating a hierarchy of collections by creating sub-collections under existing collections upto any levels.

Using collections for organizing candidates is beneficial because

• Links to resumes are added to collections – physical copying or moving the resumes is not done. Hence it is possible to add same resume to multiple collections.
• Optimizes hard disk space usage and eliminates multiple copies of same candidate.
• Enables re-use of recruiter effort- resumes sourced by 1 recruiter can be shared with other team members via shared collections for similar positions.

Collection types & usage scenarios
RBox provides System as well as User-defined collections. System collections cannot be modified or deleted while you can create unlimited collections of your own and modify and delete these.

When creating collection you can also define them as public meaning visible to other users or private which would make them visible only to the creating user.

Scenarios for use

• You can create Collections to segregate resumes into your own categories. Use collections to segregate resumes belonging to specific domains/areas.

Perform speedier & more focused searches in RBox by applying search on specific collections instead of entire RBox database in Resume Finder.

Common Tasks

1. Create a new collection
2. Create a sub-collection
3. Create a private/public collection
4. Add candidates to a user-defined collection
5. Add candidates to a system collection
6. View all system collections
7. View all existing private user-defined collections
8. View all existing public user-defined collections
9. View candidates in a collection
10. Remove candidates from a collection
11. Delete user-defined collections

1. Create a new collection

- In the Candidates Added/Refreshed view under 'Public->Activity Views', point to Edit menu and select "New Collection". The New Collection dialog comes up.
- Type the name of the collection and click OK.

2. Create a sub-collection

- In the Candidates Added/Refreshed view 'Public->Activity Views', point to Edit menu and select "New Collection". The New Collection dialog comes up.
- In the 'Parent Collection' drop-down select the existing collection under which to create the sub-collection.
- Type the name of the collection and click OK.

3. Create a private/public collection

- In the Candidates Added/Refreshed view 'Public->Activity Views', point to Edit menu and select "New Collection". The New Collection dialog comes up.
- Type the name of the collection and to create a private collection tick the 'Private' check box. To keep it public, keep the check-box unchecked.
- Click OK.

4. Add candidates to a user-defined collection

- In the Candidates Added/Refreshed view:
- Tick the candidates to add to the collection
- Point to Edit menu and select "Add to Collection".
- In the dialog, select the collection you created earlier and click "Add".

5. Add candidates to a system collection

- In the Candidates Added/Refreshed view under 'Public->Activity Views':
- Tick the candidates to add to the collection
- Point to Edit menu and select "Add to Collection".
- In the dialog, select system defined collections such as 'Candidates to Contact', 'Candidates to Track', Manual Merge Candidates etc. and click "Add".

6. View all system collections

- In the Workbench, expand 'Candidates' data folder and under the 'Public' category, expand 'Collections'.
- Under this expand 'System Defined'.

- You can view all system collections under the 'Data Management', 'Developing Candidate Pool' & 'Hot Candidates' categories.

7. View all existing private user-defined collections

- In the Workbench, expand 'Candidates' data folder and under the 'Private' category, expand 'Collections'.
- Under this expand 'User Defined', you can view all private collections here.

8. View all existing public user-defined collections

- In the Workbench, expand 'Candidates' data folder and under the 'Public' category, expand 'Collections'.
- Under this expand 'User Defined', you can view all public collections here.

9. View candidates in a collection

- In main Workbench, go to the collection in which to view candidates.
- Click the collection name, the candidates added to it will be displayed in the right pane.

10. Remove candidates from a collection

- In main Workbench, go to the collection from which to remove candidates.
- Select the candidates to remove from the right pane, point to the 'Edit' menu and select 'Remove from collection'.

11. Delete user-defined collections

In the Main Menu bar point to Modules menu and select 'Adv. Candidate Manager'.
- In Adv. Candidate Mgr. page point to Collections menu and select 'View Collections'. This will show a page listing all the existing collections.
- Tick next to the collection to delete and click the 'Delete' button.
- In the confirmation dialog, select 'OK' to delete both the collection as well as its members, click 'Cancel' to delete only the collection.