Hiring Pipeline

Learn how to navigate and manage your hiring pipeline, move candidates through stages, and track hiring progress.

Pipeline Guide

Pipeline Overview

The hiring pipeline is a visual representation of your hiring process, showing candidates at different stages. It helps you:

  • Track candidate progress through hiring stages
  • Identify bottlenecks in your hiring process
  • Move candidates between stages easily
  • Monitor hiring metrics and performance
  • Collaborate with team members on candidate decisions

Pipeline Stages

Your hiring pipeline consists of predefined stages that candidates move through during the hiring process.

Default Pipeline Stages:

  • 1
    Applied: Initial application received
  • 2
    Reviewing: Application under review
  • 3
    Interview: Interview scheduled or completed
  • 4
    Offered: Job offer extended
  • 5
    Hired: Candidate successfully hired
  • 6
    Rejected: Application not selected

Moving Candidates

Easily move candidates between pipeline stages to reflect their progress in your hiring process.

How to Move Candidates:

  • 1
    Access Pipeline: Navigate to the Pipeline section in your dashboard
  • 2
    Select Candidate: Click on the candidate card you want to move
  • 3
    Drag and Drop: Drag the candidate card to the new stage
  • 4
    Confirm Move: Confirm the stage change when prompted
  • 5
    Add Notes: Optionally add notes about the stage change

Pro Tips:

  • Use keyboard shortcuts for faster candidate movement
  • Set up automated stage transitions based on actions
  • Add stage-specific notes to track decision rationale
  • Use bulk operations to move multiple candidates

Pipeline Customization

Customize your pipeline stages to match your organization's specific hiring process.

Customization Options:

  • 📝
    Add Stages: Create new pipeline stages for your process
  • 🎨
    Customize Colors: Set custom colors for each stage
  • 📊
    Set Limits: Define maximum candidates per stage
  • ⚙️
    Configure Rules: Set up automated stage transitions

Pipeline Analytics

Monitor your hiring pipeline performance with built-in analytics and reporting features.

Available Metrics:

  • 📈
    Stage Conversion Rates: Track how many candidates move between stages
  • ⏱️
    Time in Stage: Monitor how long candidates spend in each stage
  • 📊
    Pipeline Health: Identify bottlenecks and inefficiencies
  • 🎯
    Hiring Velocity: Track overall hiring speed and efficiency

Bulk Operations

Save time by performing bulk operations on multiple candidates in your pipeline.

Bulk Actions Available:

  • 📊
    Move Multiple Candidates: Move several candidates to the same stage
  • 👥
    Assign Team Members: Assign multiple candidates to team members
  • 📧
    Send Bulk Emails: Send emails to multiple candidates
  • 📄
    Export Data: Export pipeline data for analysis

Troubleshooting

Cannot Move Candidates

  • • Check your permissions - you need "edit pipeline" access
  • • Verify the candidate is not locked by another user
  • • Try refreshing the page and attempting again
  • • Contact your admin if the issue persists

Pipeline Not Loading

  • • Check your internet connection
  • • Try refreshing the page
  • • Clear your browser cache
  • • Contact support if the issue continues

Bulk Operations Failing

  • • Make sure you have selected candidates
  • • Check your permissions for bulk operations
  • • Try selecting fewer candidates at once
  • • Contact support if the issue persists