Managing Pools
Create, view, and manage your talent pools.
Before You Start
Required permission: manageCandidates
Pool List Page
Navigate to Talent Pools in the sidebar to see all pools in a table.
Stats Bar
At the top of the list page, four summary metrics are shown:
| Metric | Description |
|---|---|
| Total Pools | Number of talent pools |
| Total Candidates | Sum of candidates across all pools |
| Active Pools | Pools with Active status |
| Average Size | Average candidates per pool |
These stats update when you search or filter.
Table Columns
| Column | Sortable | Description |
|---|---|---|
| Pool Name | Yes | Pool name, color dot, and description |
| Candidates | Yes | Number of candidates in the pool |
| Status | Yes | Active or Inactive badge |
| Created | Yes | When the pool was created |
| Updated | Yes | When the pool was last modified |
Use the search bar and status filter above the table to narrow results.
Creating a Pool
- Click Create Pool on the list page
- Fill in the form fields (see below)
- Click Create Pool
Pool Form Fields
| Field | Required | Constraints | Notes |
|---|---|---|---|
| Pool Name | Yes | Max 255 characters | |
| Description | No | Max 1000 characters | Shown as subtitle on list page |
| Required Skills | No | Max 30 skills | Tag-style input; press Enter to add each skill |
| Auto-add candidates | No | Checkbox | When enabled, candidates with matching skills are automatically added to this pool |
| Pool Color | Yes | Preset colors | Click a color swatch to select |
Auto-Add
When Auto-add is enabled, the system automatically assigns candidates to this pool when their profile skills match the pool's required skills. This runs asynchronously after candidate profiles are updated.
Editing a Pool
From the pool detail page, navigate to Edit (via the quick actions sidebar or the URL /talent-pools/{id}/edit). The edit form is identical to the create form with all fields pre-populated.
Pool Detail Page
Click any pool name in the list to open the pool detail page. The page has a main content area and a sidebar.
Pool Overview (Main)
A summary card shows three values:
| Metric | Description |
|---|---|
| Total Candidates | All candidates currently in the pool |
| Active Candidates | Candidates with Active status |
| Pool Status | Active or Inactive badge |
Candidates Table (Main)
Below the overview, a table shows all candidates in the pool. Use the search input to filter by name, email, title, or company. Use the status dropdown to filter by candidate status (Active, Archived, Do Not Contact).
| Column | Sortable | Description |
|---|---|---|
| Candidate | Yes | Name (link to profile) and email |
| Current Role | Yes | Current title and company |
| Location | Yes | City, State, Country |
| Added Date | Yes | When the candidate was added to this pool |
| Status | Yes | Candidate's status badge |
| Actions | No | View profile icon, Remove from pool icon |
Click the view icon to open the candidate profile in a new tab. Click the remove icon to remove the candidate from the pool (a confirmation dialog appears first).
Quick Actions (Sidebar)
The sidebar shows the pool's color-coded name, description, skill tags, and three action buttons:
| Action | Description |
|---|---|
| Add Candidates | Navigate to the candidate search page to add more candidates |
| Edit Pool | Navigate to the edit form |
| Toggle Active/Inactive | Switch the pool's status |
Toggling Pool Status
Click Set Inactive or Set Active in the quick actions sidebar to toggle the pool's status. Inactive pools remain visible in the list but are filtered out when the status filter is set to "Active."
Toggling status does not remove any candidates from the pool.