Linking Candidates to the Pipeline

Linking Candidates to the Pipeline

In order to track a candidate’s interviews PCRecruiter requires that you must first link them to a position. Below will show you the multiple ways in which to link them.

From a Name Record

  1. Go to the Name tab at the top and search for a candidate’s name record.
  2. Select the person’s name so that their record opens in the lower frame of the window.
  3. Now go to the dropdown on the far right and select the chain link icon which stands for Link to Position.
  4. This will popup a window where you can either search for a job or select one below from your recently viewed. If you select one from below you are finished, otherwise continue with the next steps.
  5. Put in your search criteria to find the position you are looking for (Job title, ID number, etc.) and click Search at the bottom.
  6. Place a checkmark to the left of the position(s) that you wish to link the candidate to and click Link Items at the bottom.
  7. A confirmation screen will appear with a progress bar letting you know that the candidate is linked to the job with links to go either straight to the Pipeline or that Position record.image (15)

From a Name Search Result Screen

  1. Go to the Name tab at the top and put in search criteria to find a list of candidates you are looking for and click Search.
  2. Now put check marks in the boxes on the left next to the candidates you wish to link to a position.
  3. Click the dropdown in the upper right corner and select the chain link icon labeled Link to Position
  4. This will popup a window where you can either search for a job or select one below from your recently viewed. If you select one from below you are finished, otherwise continue with the next steps.
  5. Put in your search criteria to find the position you are looking for (Job title, ID number, etc.) and click Search at the bottom.
  6. Place a checkmark to the left of the position(s) that you wish to link the candidates to and click Link Items at the bottom.
  7. A confirmation screen will appear with a progress bar letting you know that the candidates are linked to the job with quick links to go either straight to the Pipeline or that Position record.image (16)

From a Rollup List

  1. Go to the Rollups tab at the top and select a rollup list with candidate records on them. (Learn how to create Rollups Here)
  2. Place a check mark or marks to the left for the candidates you wish to link to a position.
  3. Go to the upper right corner and click the dropdown and select the chain link icon labeled Link to Position.
  4. This will popup a window where you can either search for a job or select one below from your recently viewed. If you select one from below you are finished, otherwise continue with the next steps.
  5. Put in your search criteria to find the position you are looking for (Job title, ID number, etc.) and click Search at the bottom.
  6. Place a checkmark to the left of the position(s) that you wish to link the candidates to and click Link Items at the bottom.
  7. A confirmation screen will appear with a progress bar letting you know that the candidates are linked to the job with links to go either straight to the Pipeline or that Position record.image (17)

From a Position’s Pipeline

  1. Go to the Position tab at the top and search for the position you are working with.
  2. Click the Job Title from the search result screen to open the record in the lower frame of the window.
  3. Click the dropdown to the left and select Pipeline.
  4. Go to the right and select the dropdown and choose the plus sign icon to Add an Interview.
  5. Enter criteria to find the candidate and click Search at the bottom.
  6. Now click the Select option to the left of the candidate’s name to pull up the Add Interview screen.
  7. Click the dropdown for Interview Type/Status to bring up your Pipeline folders and choose your desired interview status and choose Select
  8. Click Save at the bottom to save the interview and link the candidate to the position.image (18)