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
	Talent Search Auto Matcher	Pipeline a Candidate
	Talent Search Auto Matcher Pipelined	Nominate a Candidate
	Pipelined	Decline a Candidate
	Nominated	Start Talent on the Job
	Nominated	Remove Talent from the Job

• Starting a Talent on a Job
• Information on Nominating
• Information on using Merge Fields

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

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

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
   
   
   
   
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.
   
   
   
   
7. Click on the Continue button
   
   
   
   
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
   
   

Move a Candidate through the Pipeline

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

• Table Editor options

1. On the line item of the Candidate/Talent, select one of the Stages listed in the dropdown.
   
   
   
   
   1. The options displayed may be different than the options you are seeing.
2. Click on one of these options:
   
   

Active

The options listed will continue with the Pipeline process.

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. 

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
   
   
   
   
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
   
   

Nominate the Candidate/Talent

Click on the Green Person icon 

• Information on Nominating