Guide combines what used to be separate Tags and Training paths into one Interviewer pools catalog. You manage categories, membership, training rules, and roster changes in one place instead of splitting eligibility across two settings.
When to use a pool
Use a pool whenever scheduling or reporting needs a stable group of interviewers:
Qualified-only pools — interviewers who are eligible to be scheduled (similar to former Tags). Examples: “Backend,” “EMEA,” “Leadership,” "L6."
Training-enabled pools — qualified interviewers plus trainees who are completing shadows and reverse shadows before they qualify (similar to former Training paths). Examples: “Engineering onboarding,” “New manager interviews.”
Note: Training is optional per pool.
What's changed for Interviewer pools
Previously | In Interviewer pools |
Tags in Settings → Interviewer tags | Qualified-only Interviewer pools (no shadow requirements) |
Training paths in the left navigation or Settings → Training paths | Interviewer pools with shadow or reverse-shadow requirements |
Separate catalogs and names for the same people | One catalog under Interviewer pools |
Profile Tags column in CSV imports | Pool membership via Import interviewers to interviewer pools (after your organization uses Interviewer pools) |
Tag-based filters on requirements and slots | Pool-based filters; qualified members only count for filter matching |
Note: Guide does not automatically merge pools that look similar (for example, a former Tag and Training path both named “Backend”). They stay separate unless an admin consolidates membership manually.
Where Tags and Training paths appear now
The left navigation item Interviewer pools opens the unified catalog (Settings → Interviewer pools).
Former Tags and Training paths data is represented as pools in Settings → Interviewer pools. Membership, training progress, colors, categories, and ATS links for existing training paths are intended to carry forward; scheduling behavior is intended to stay the same.
A banner at the top of the catalog explains that Training paths and Tags are now Interviewer pools.
Tag-derived pools show a Migrated from tag badge. If a former Tag and Training path had the same name, the Tag-derived pool may include (migrated) in its name so both pools can coexist.
You do not need to rebuild pools from scratch unless your team chooses to consolidate duplicates.
Who can manage pools
Users with permission to manage interviewer tags (the same permission that controlled Tags and Training paths admin) can:
Open Settings → Interviewer pools
Create and edit pools and categories
Manage rosters and training settings
Archive and unarchive pools
Users without that permission can still see Interviewer pools on interviewer profiles when they can view those profiles; profile pool membership is read-only there.
How to Create a New Pool
On Settings → Interviewer pools, click New interviewer pool.
Set Category (optional), Name, and Color (when the pool is not in a category).
Configure training:
For a qualified-only pool, set Shadows and Reverse shadows to 0. Training-specific options stay hidden.
For a training-enabled pool, set the required number of shadows and reverse shadows, default observer direction, load limits, and related training settings (same concepts as former Training paths).
Save, then add members on the pool detail page.
Note: To add a category first, click New category.
Manage membership and training
On a pool detail page:
Qualified — interviewers who count as eligible for scheduling (and for pool filters).
Trainees — interviewers working through training requirements (only when the pool requires shadows or reverse shadows).
Actions match former Training path roster tools where training is enabled: add or remove members, move trainees through stages, Mark as qualified, override progress, and use bulk actions such as Add to pool, Remove from pool, and Mark as qualified.
For qualified-only pools, members are managed on the Qualified tab; there is no trainee pathway.
Pools linked to your ATS show sync status in the list and settings. Membership on synced pools may be limited by what the integration allows; migrated former Tags are not ATS-synced.
Archive or restore a pool
From the pool catalog row menu or pool header, choose Archive.
If the pool is referenced in scheduling configuration, Guide shows a warning before you confirm.
Archived pools disappear from default lists and pickers but keep history. Saved scheduling references can still point at the archived pool until you remove them.
To restore, filter the catalog to archived pools and use Unarchive on the row. Archived pool detail pages are not opened from the list; unarchive happens from the catalog row.
Guide archives pools; there is no customer-facing permanent delete.
Scheduling and filters
Scheduling rules you already use (requirements, slots, Smart Match, training-style requirements) continue to apply. Under the hood, eligibility comes from qualified members of the pools you select.
Important distinctions:
Pool filters (on requirements and slots) match qualified members only. Trainees do not satisfy a pool filter.
Training-style requirements that point at a primary pool can still involve trainees in that pool according to existing training scheduling behavior.
Separate “trainee-only” filters are not part of this release.
If a pool you selected later is archived, the reference remains visible with an archived state until you change it; archived pools cannot be newly selected.
Note: Disabling training on a pool (setting shadows and reverse shadows to 0) is blocked while the pool has active trainees, in-progress training, or an active primary training-style scheduling reference. Filter-only references do not block that change.
Organization training defaults
Settings → Interviewer Pools controls default training review requirements for shadow and reverse-shadow stages organization-wide.
That page is separate from the pool catalog, which holds individual pool definitions and rosters.
Limitations and manual consolidation
Guide does not auto-merge duplicate-looking pools. Use Add to pool, Remove from pool, membership changes, and Archive to consolidate manually.
Pool names must be unique in your organization, including archived pools.
New catalog entries are Interviewer pools only; you cannot create new standalone Tags or legacy Training paths after your organization uses the unified catalog.
Customer-facing hard delete of pools is not supported.