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Administrator Guide
Last Updated: 2023-06-23
Steps: Manage Candidate Pools

Steps: Manage Candidate Pools

  • Use the
    Maintain Assignable Roles
    task to select the Candidate Pool Manager role, enable it for
    Candidate Pool
    organization type, and select the
    Self-Assign
    check box for the role.
  • For private talent pools, configure the security policies on the
    Candidate Pool: Private Pool Create
    ,
    Candidate Pool: Private Pool View and Modify
    , and
    Candidate Pool: My Private Pools
    domains in the Recruiting functional area.
  • Security:
    Candidate Pool: Create
    ,
    Candidate Pool: View and Modify Pool
    , and
    Candidate Pool: Manage Membership
    in the Recruiting functional area.
Workday enables you to group candidates into candidate pools according to criteria you define. You can use these pools to fill and manage your talent pipeline. Candidate pools can include internal and external candidates.
You can create as many public or private candidate pools as you need and place candidates in multiple pools.
You can provide a custom label for the
Add to Pool
button using the
Maintain Custom Labels
task, and this change will reflect everywhere this button exists in Workday.
  1. Access 1 of these tasks:
    • Create Candidate Pool
    • Create Private Candidate Pool
    As you complete the task, consider:
    Option Description
    Type
    When you select:
    • Dynamic Pool
      , Workday automatically and continuously adds candidates that match your search criteria. These pools can include up to 50,000 members.
    • Static Pool
      , you can add candidates manually. These pools can include up to 25,000 members.
    Once you create a pool, you can't change its type.
    Restricted View
    Only available for public candidate pools. Workday automatically restricts private candidate pools.
    When you select this check box, users can only see the candidates for job requisitions to which they have access when they view the pool.
    You must have access to the:
    • Candidate Pool: Restricted View
      domain can view candidates with job applications in candidate pools. Without access to the domain, you can only view prospects without job applications.
    • Prospects
      domain in the Recruiting functional area can also see nonconfidential prospects in restricted candidate pools.
    You can't restrict or inactivate any pools from the
    Edit Candidate Pool
    task when they’re used in active recruiting campaigns.
  2. Add members to static candidate pools.
    Use 1 or more of these reports:
    • Find Candidates
      or
      Find Workers
      : Select up to 5000 candidates, and click
      Add to Pool
      .
    • View Candidate Pool
      : Select up to 5000 candidates, and from the related actions menu, select
      Add to Pool
      .
    • View Job Requisition
      : On the
      Candidates
      tab, select up to 5000 candidates, and from the related actions menu, select
      Add to Pool
      .
      This action is only available if you select a default grid on the
      Maintain Candidate List Assignment
      task
    You can add to candidate pools by accessing the:
    • Worker Profile
      , click the tag icon next to the worker's photo, and select 1 or more candidate pools from the prompt.
    • Prospect or Candidate Profile
      , use the related actions menu of the prospect or candidate,
      Candidate Actions
      select
      Add to Pool
      .
    Security:
    • Candidate Pool: Manage Membership
      and
      Find Candidates: Internal and External
      domains in the Recruiting functional area.
    • Search: Find Worker
      domain in the Worker Profile and Skills functional area.
  3. Access the
    Configure Profile Group
    task.
    From the
    Profile Group
    prompt, select
    Overview for Candidate Pool
    .
    Add the
    Pool Members
    report on a new row.
    Select the
    Display in Profile
    check box.
  4. Define categories and statuses to track candidate readiness on the
    Maintain Candidate Pool Readiness Statuses
    task, secured to the
    Set Up: Recruiting
    domain.
Use the
View Candidate Pool
report to assign readiness statuses to members.