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Link Candidates to the Pipeline

Table of Contents

Linking Candidates to the Pipeline #

Once a Candidate has been identified as a potential Candidate for a position, you will want to link them to the Pipeline for that Position.

Individually from a Name Record #

  1. Select Name from the Main Toolbar
  2. Select a Name from the Recently Viewed or select a Name from a Search Result List
  3. Choose Link to Position from the Quick Action buttons at the top right of the record
  4. Search for a Position Record using the Job Title, Company Name, City/State, or Job ID
    • Note the Search bar will display recent Position Records when clicking into the search bar
  5. Click the Confirm button and the Candidate will be linked to the Position and land in the inbox of the Position’s Pipeline.

From a Name Search Result Screen #

One way to Link multiple Name Records to a Pipeline is via a Name Search Result List

  1. Select Name from the Main Toolbar
  2. Enter your search criteria and click Search
  3. Place check marks in the boxes to the left of the Names you wish to Link
  4. Click Link to Position in the bottom right of the screen
  5. The selection dialog window will appear, choose the position you wish to link following the same steps as when Linking an individual Name
  6. Click Confirm and the Candidate will be linked to the Position Record and land in the inbox of the Position’s Pipeline.

From a Rollup List #

Linking to a Pipeline from a Rollup List if very similar to Linking from the Search Results. Be sure to have a Rollup List created to follow these steps.

  1. Select Rollups from the Main Toolbar
  2. Select the Rollup List you wish to Link Names from
  3. Place check marks in the boxes to the left of the Names you wish to Link
  4. Choose the Link to Position option from the Action Menu at the bottom of your screen
  5. The selection dialog window will appear, choose the position you wish to link following the same steps as when Linking an individual Name
  6. A confirmation screen will appear once all Names have been Linked. If any of the Names were already Linked to the Pipeline, they will be skipped.

From the Pipeline #

While working in the Pipeline itself, you can use the search box on the Inbox column to find and add candidates by name.

  1. Select Position from the Main Toolbar.
  2. Click Pipeline in the navigation menu on the Position.
  3. Expand the Inbox column, if not already expanded.
  4. Begin typing the First and/or Last Name of the desired candidate into the “Search To Add To Pipeline” box.
  5. When the desired candidate appears, select them from the result dropdown to add them to the Pipeline Inbox.

From Pinned Records #

Records can be pinned from anywhere in the database, once they have been pinned they can be linked to a position by clicking the pushpin icon, clicking on the 3 vertical dots, and selecting Link to Position from the action dropdown.