Adding People to a Pipeline

A Pipeline is a list of candidates that are linked to a specific Job. The Pipeline allows you to quickly see who is being considered for a position and where the candidates stand within the placement process. Candidates are added and worked through the Pipeline until they’re either hired or disqualified along the way.

There are several different ways to add candidates to a Pipeline which are explained below:

• From a Person’s Datasheet
• From a list (search results, Hotlist, or another Pipeline)
• Directly from the Pipeline itself

To add a candidate to a Pipeline from their Datasheet:

• Navigate to the corresponding Person's Datasheet and locate the Pipeline card
• Click the pencil icon in the top right corner of the card

• Find and select the appropriate Job(s) you wish to add the candidate to
  • The list will default to show your Open Jobs (Job records where you are listed as the Record Owner)
  • Select the All Open Jobs view if you wish to view a list of your entire firm’s Open Job records
  • You can also utilize the Find box to locate the appropriate record(s)

• Once you’ve selected the appropriate Job(s), select the corresponding Stage you wish to drop them into
• Click the Save button

To add candidates to a Pipeline from a list:

• Navigate to a list of search results, a Hotlist, or another Pipeline
• Select the records you wish to add using the checkboxes to the left of each name
  • Or select the top box to select ALL records in your list

• Click to expand the Action menu and then select Add to a Pipeline

• Find and select the appropriate Job(s) you wish to add the candidate(s) to
  • The list will default to show your Open Jobs (Job records where you are listed as the Record Owner)
  • Select the All Open Jobs view if you wish to view a list of your entire firm’s Open Job records
  • You can also utilize the Find box to locate the appropriate record(s)
  • Click on the + next to the position(s) to add these selected people into that pipeline.

• Once you’ve selected the appropriate Job(s), select the corresponding Stage you wish to drop them into
• Click the Save button

To add candidates to a Pipeline directly from the Pipeline:

• Navigate to the corresponding Job's Pipeline
• Click the +Add People link at the top of the Pipeline, to the right of the All Records view

• Select the Stage you wish to drop the candidate(s) into
• Start typing the candidate’s name in the Find People text box and you’ll notice that matching results will begin to populate underneath
  • Click to select the matching candidate name(s)

• Click the Add Records button when complete