Admin Tab | Pools

  • Pools are groups of Talent categorized based on specific criteria such as language proficiency or skills
  • Pools can be combined with an escalation process to create customized workflows for routing job requests, allowing for prioritization of worker groups
  • Pools can be created and managed through the Admin panel on the WorkN platform on the Enterprise level

When is a Pool Used?

Pools do not directly have an action associated with them. In order to use a Pool, they must be tied to an Escalation. Escalations allow multiple Pools to be sequenced so that certain Talent groups can be prioritized to receive offers first.

Alternatively, a Pool can be manually used as a filter when using the Pick List.

How to Create a Pool

  1. Log in to an admin account on the WorkN portal
  2. Access the Admin tab and select Pools. If the Pools tab is not available, consult an admin regarding account permissions
  3. Select the desired Enterprise that the Pool will apply to in the dropdown
  4. Select Add Pools on the right hand side - this will populate the form
  5. Name the Pool (ex. All Stars) and choose whether to include only contractors or include customer full-time staff (please contact your Relationship Manager for more info on adding customer staff), and then apply any filters such as ratings or skills to see a list of all available Talent that match the search
  6. Click the checkbox next to any available Talent to include in the Pool. This will move Talent over to the Selected Worker(s) side of the page. If a large quantity of Talent meet the search criteria, additional pages can be viewed without losing progress on the Talent already selected
  7. Finally, select Add Pool when all applicable Talent have been added. This Pool can now be added to an Escalation