- Navigate to the corresponding Pipeline and check the boxes to the left of the records you wish to copy
- Click to expand the Select an Action drop-down and select Add Selected to Pipeline
- Find and select the appropriate Job Order(s) you wish to copy the records to
- click the Save button when complete
Pipelines
Customize Your Pipeline Stages
- Expand the Sidebar in the top right corner of the page and select Settings
- Click to expand the My Agency section and then select Manage Pipeline Stages
- Add/Edit/Delete stages as needed and rearrange the list so that it matches your firm’s placement process
Viewing a Candidate’s Activity History in a Pipeline
- Navigate to the corresponding Pipeline
- Make sure that the Last Activity column is displayed
- Click on the bottom right corner of the Last Activity column to expand that candidate’s activity history
- Click the bottom right corner a second time to minimize the activity history
Logging Placements
- Navigate to the corresponding Job Order’s Pipeline
- Make sure the candidate’s Current Stage is updated to Placement
- Switch to the Placements view and click the Fill out Form button
- Enter all necessary details and click the Save button in the bottom left corner
Managing a Pipeline
- Pipelines are broken up into five different views
- Inbox = all Candidates who have not yet been reviewed/qualified
- In Play = all Candidates that are currently being considered
- Placements = all Candidates in the Placement stage. You can fill our or edit Placement Forms within this view
- Disqualified = everyone who has been ruled out as a Candidate for this Job
- All Records = a complete list of everyone from the Inbox, In Play, and Disqualified views
- Quickly see where your Candidates stand using the Current Stage bubbles
- Update corresponding details using the Log/Schedule icons
- Preview each Candidate’s datasheet right from the Pipeline by clicking on the icon to the right of each name
Changing a Candidate’s Stage on a Pipeline
- Navigate to the corresponding Job Order record
- Click on the Pipeline tab and then select the All Candidates view
- Within the Current Stage column, click the bubble for the corresponding stage you wish to move the candidate to
- To disqualify a candidate, click the thumbs down icon to the right of the stage bubbles