---
title: Linking Candidates to the Pipeline
description: "## 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 in order to track a candidate's interviews. Below will…"
url: "https://learning.pcrecruiter.net/site/docs/legacy-pipeline/linking-candidates-to-the-pipeline/"
updated: "2026-09-24"
category: Applicant Tracking / Legacy Pipeline
---

# Linking Candidates to the Pipeline

## 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 in order to track a candidate's interviews. Below will show you the multiple ways in which to link them.

Click [here](https://learning.pcrecruiter.net/site/docs/legacy-pipeline/linking-candidates-to-the-pipeline/#5-toc-title) for a video on the Legacy Pipeline. Does your pipeline look different than the screenshot below? Click [here](https://learning.pcrecruiter.net/site/docs/pipeline/pipeline-viewing/#navigating)for our New Pipeline resources.

### Individually from a Name Record

1. Select **Name **from the Main Toolbar.
2. Select a **Name **from the Recently Viewed Tiles or select a Name from a Search Result List.
3. Choose **Link to Position **from the Action Toolbar (chain link icon).
4. From the dialog window you will choose the **Position **you wish to Link them to:
   1. **Select a Position** from the Recent Positions and the Name will automatically become Linked.
   2. If you don’t see the Position you are looking for, enter your **Search Criteria **to find the Position. Click **Search **at the bottom of the screen. Once you are viewing the Search Results, place a checkmark to the left of the position(s) you wish to Link the Candidate to and then choose **Link Items**.
5. A confirmation screen will appear confirming that the Name has been Linked. If they were already linked to the Position you will see that the Name Already Existed.

![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/6/2023/10/Link-to-pipeline-from-name-record-1024x499.png)

### 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 **from the Action Toolbar.
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 a Rollup List

Linking to a Pipeline from a Rollup List is 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.
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 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.

![](https://learning.pcrecruiter.net/site/wp-content/uploads/sites/2/2016/03/image-18-1.png)

## Legacy Pipeline Video

[https://player.vimeo.com/video/794516446?h=747fb30009&dnt=1&app_id=122963](https://player.vimeo.com/video/794516446?h=747fb30009&dnt=1&app_id=122963)