Moving Candidates Through the Pipeline

Automatically Move Candidates via Stage Actions

When stage actions are combined with questionnaires, you can automatically move the best candidates forward in your pipeline (or disqualify applicants who aren't a good fit).  When you create a position, you can select a questionnaire that contains questions and stage actions configured to perform this task. In addition, hiring managers can edit the stage actions of existing questionnaires.  For additional information about assigning questionnaires within a position, please see Creating and Configuring a New Position. If you need information about the questionnaires that are in use for your organization, contact your administrator.

Drag and Drop Candidates in a New Stage

The easiest way to move candidates to another stage is to drag and drop their candidate card in the position's Pipeline view.

1. Click Positions/Pools in the left sidebar and open the appropriate position.
2. On the Pipeline screen, click the candidate's card and drag it to the correct stage.

Change Stages from the Candidate's Profile

You can move a candidate to a new stage while viewing their profile.

1. Locate the candidate with a search or from a position or pool.
2. Open the candidate's profile.
3. Click Change Stage in the upper-right corner of the page.
4. Select the stage you would like to move the candidate to.

Move Multiple Candidates at Once

You can move multiple candidates to a different stage in the position's Candidate view.

1. Click Positions/Pools in the left sidebar and open the appropriate position.
2. Click the Candidates in the upper-right corner of the page.
3. Click the check box next to each candidate you would like to move.
4. Click the move button  near the top of the window.
5. Select the stage you would like to move the candidates to.
6. Click Move.