Katara gives you two ways to save engineers you aren't ready to contact yet. Rosters are shared lists that belong to your team. Bookmarks are your own private list.
Rosters or bookmarks?
| Rosters | Bookmarks | |
|---|---|---|
| Who sees them | Everyone on your team except interviewers | Only you |
| How many | As many named lists as you need | One list |
| Moving people into a job | Yes, one at a time or in bulk | No |
| Needs a team subscription | Yes | No |
Creating a roster
- Open your team and go to Rosters.
- Click Create Roster.
- Enter a Name and, if you like, a Description.
- Click Save.
Only owners and admins can create, rename or delete rosters. To rename a roster or change its description, open its options and choose Edit details. To remove it, choose Delete roster. Deleting a roster removes the list but doesn't affect the profiles on it.
Adding someone to a roster
- Open the engineer's profile.
- Click Add to roster.
- Choose a roster under Select Roster and click Add.
You can also choose Add to Roster from the profile's menu. If the person is already on that roster, Katara tells you and doesn't add them twice.
If the engineer has profile notifications turned on, they're told that your team added them to its shortlist.
Working with a roster
Open a roster to see everyone on it. Switch between Grid and List views, and use Search candidates to find someone. The list view shows each person's tags, any job pipelines they're already in, and who added them and when. If an engineer's name isn't visible to you, they appear as Name hidden.
Each person has a menu with these actions:
- Move to pipeline adds them to one of your open jobs.
- Move to another roster moves them to a different roster.
- Remove from roster takes them off this roster.
Move to pipeline only appears when you have open jobs, and Move to another roster only appears when your team has another roster.
Bulk actions
Tick the people you want, or use Select all candidates. A bar shows how many you've selected and offers:
- Add to pipeline adds them to a job. Anyone already in that job's pipeline is skipped.
- Move moves them to another roster and takes them off this one.
- Add to roster copies them to another roster and keeps them here.
- Remove takes them off this roster.
Click Clear selection to start again.
Bookmarks
Bookmarks are a quick personal shortlist. Your teammates can't see them.
- Open an engineer's profile.
- Click the bookmark icon. Click it again to remove the bookmark.
To see everyone you've saved, choose Bookmarks from the menu. The page is called Your Bookmarks. Engineers who go invisible drop off the list.