Pipelining/Considering Candidates (Internal Screening Process)

The Pipeline is used to track internal interview stages or processes your team adheres to prior to nominating/submitting a candidate. Each requisition will have its own Pipeline/Under Consideration section and is a common ground for Recruiters and Account Managers to review possible submittals. 

Key Takeaways

  • The Pipeline is a tool designed to monitor and document the internal interview stages or procedures followed by a team before formally presenting a candidate to a client for a job order.

  • Talent can be moved through the Pipeline via methods such as the Applicant/Talent Profile, Talent/Candidate Manager, or Applicant/Talent Search, each offering specific options for stage selection, email notifications, source designation, and adding notes or comments.

  • Within the Pipeline, candidates can progress through various stages, with options like "Active" continuing the process and "Decline" halting it, necessitating the establishment of a noreply email and standard template for decline notifications for optimal efficiency.

CHAPTERS

Icons
Video

Pipeline/Considering a Candidate
Move a Candidate through the Pipeline

Decline Pipelined Talent or Nominate

 

Icons

Icon Sections used in Description
mceclip0.png

Talent Search
Auto Matcher

Pipeline a Candidate
mceclip1.png Talent Search
Auto Matcher
Pipelined
Nominate a Candidate
mceclip2.png Pipelined Decline a Candidate
mceclip3.png Nominated Start Talent on the Job
mceclip4.png Nominated Remove Talent from the Job

 

 

Video

 

Pipeline/Considering a Candidate

There are a few different ways to Pipeline a candidate/talent.

 

Applicant/Talent Profile

  1. Go to the Applicant/Talent profile
  2. Click on the drop down for the Quick Actions widget

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    1. You may have the Pipeline option in your list
  3. Click on Pipeline

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  4. Select options to the following fields:
    1. Stage: You can select different Pipeline stages that have been setup in Table Editor.
    2. Email To: Select the people that should receive an email
    3. Source: Select a Source that was setup in Table Editor
    4. Enter any Notes or Comments Below: Enter any notes or comments
      1. Merge Fields
  5. Click on the Pipeline Talent button 

    mceclip0.png

 

Talent/Candidate Manager

  1. Go to the Talent Screen for the Job
  2. There are multiple sections that you can Pipeline Talent/Candidates.  Click on the links for more information.
    1. Nominated: This is the step after Pipelining.
    2. Pipelined: These are the Talent/Candidates that have already been Pipelined.
    3. Vendor Applicants: A list of Talent/Candidates nominated from the Vendor.
    4. Web Applicants: A list of Applicants that have applied for the Job.
    5. Auto Matcher: Provides a list of possible matches for the Job.
    6. Talent Search: Advanced search options to find Talent/Candidates.

      mceclip1.png
  3. On the Talent/Candidate you want to Pipeline, click the Bullseye icon mceclip2.png

    mceclip3.png

  4. Select options to the following fields:
    1. Stage: You can select different Pipeline stages that have been setup in Table Editor.
    2. Email To: Select the people that should receive an email
    3. Source: Select a Source that was setup in Table Editor
    4. Enter any Notes or Comments Below: Enter any notes or comments
      1. Merge Fields
  5. Click on the Pipeline Talent button

mceclip0.png

 

 

Applicant/Talent Search

After populating search results, click the “Bullseye” icon OR Pipeline/Place Under Consideration in mass by using mass actions.

Note: Whether you are mass pipelining 1 or more Applicants/Talent, it will be the same process.
  1. Once you've started a search for the Applicants/Talent
  2. Click the checkbox to the left of the Applicant/Talent
  3. Click the Mass Actions dropdown menu
  4. Click on Mass Pipeline

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  5. There are a couple options to narrow the results of the Jobs listed
    1. Search: This will filter Jobs and searches all the fields listed
    2. Owner: Toggle between All Jobs and My Jobs
  6. Click on the checkbox next to each Job to Pipeline the Applicants/Talent to.

    mceclip10.png

  7. Click on the Continue button

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  8. Select options to the following fields:
    1. Stage: You can select different Pipeline stages that have been setup in Table Editor.
    2. Email To: Select the people that should receive an email
    3. Source: Select a Source that was setup in Table Editor
    4. Enter any Notes or Comments Below: Enter any notes or comments
      1. Merge Fields
  9. Click on the Pipeline Talent button

    mceclip12.png

 

Move a Candidate through the Pipeline

Once a Candidate/Talent is listed in the Pipeline section, there can be multiple Stages to choose from.

  1. On the line item of the Candidate/Talent, select one of the Stages listed in the dropdown.

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    1. The options displayed may be different than the options you are seeing.
  2. Click on one of these options:

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Active

The options listed will continue with the Pipeline process.

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Decline

The options listed will stop the Pipeline process.

Note: That if you choose to use the decline option, we suggest setting up a noreply email address and saving a standard template to use. 

mceclip19.png

 

 

Decline Pipelined Talent or Nominate

 

Decline Pipeline

Candidates can be declined individually or in mass.

Note: That if you choose to use the decline option, we suggest setting up a noreply email address and saving a standard template to use. 
  1. Click on the Red Person icon mceclip20.png

    mceclip23.png

  2. Enter information into the following fields:
    1. Decline Reason: Select an option for declining to proceed with the pipeline process
    2. Decline from (Toggle): Select to decline just this Job or All Jobs.
    3. Send an email to declined Talent: Check this box to send a declined email to the Talent.
    4. Notes: Add any additional notes.
      1. Merge Fields
  3. Click on the Decline button

    mceclip24.png

 

Nominate the Candidate/Talent

Click on the Green Person icon mceclip22.png

mceclip21.png

 

 

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