Working in the Pipeline

Adding a Step #

A Step is an event that takes place once a Name has been linked to a Position Pipeline to move them forward in the process. Steps are the colored headings shown across the top of the Pipeline, adding a Step will move the Name to the selected Step in the process. Following the steps below will move the Candidate as well as create an activity history of the action.

Add Step #

The first option is via right clicking:

  1. Locate the Name in the Pipeline that you wish to move to a new Step
  2. Right Click on the Name Card
  3. Choose Add Step

The second option is to utilize the Action Menu

  1. Left click the Name you would like to create a Step for
  2. Click Actions
  3. Click Add Step

Adding Step Details #

Once you have accessed the Add Step screen you will add the necessary details.

  1. Select the Step you would like to move the Name to
  2. Choose your Appointment Date/Time; this will appear on your Schedule upon Saving if the Schedule Checkbox is selected.
  3. Choose Additional Scheduling Options if desired, this will allow you to schedule a follow up:
    1. Select Follow Up Date and Time
    2. Choose Duration of Follow Up
    3. Choose any Additional Users who should have this follow up on their Schedule.
  4. Check the Schedule option to add the Appointment Date/Time to your Schedule
  5. Once the Schedule option has been checked, the Duration dropdown will become available. This dictates the duration of the Step that will be added to your schedule.
  6. Toggle the Alarm On or Off by simply selecting it. If you choose to use the alarm, it will appear 15 minutes before your Scheduled Step.
  7. The Written By field will automatically display your Username and typically does not need to be adjusted. If you are entering the Interaction on behalf of someone else, you can use the Written By dropdown to change the Username.
  8. Interviewer Name is used to assign an Interviewer to this Interaction (you may not always need to use this).
  9. Step Notes are notes that are associated with the Step
  10. Feedback can be used to enter any additional Feedback.
Add Step

At this point you can save the Step you have created. Upon doing so, the Name will be moved to the Step you have selected.

However, you can also choose to send an Email when saving this Step as well, so the Name would move to the Step and the Email would send when Save Step is selected.

  1. Toggle the Send Email option to On
  2. There are two options for generating content to email;
    1. Compose on the Fly by typing into the Compose Mail box
    2. Click into Select Template to select a Pipeline Email to send (these can be automatically populated with details from the Interaction)
  3. There are also two options for choosing who will be the recipient of the Email, both options can be used at once.
    1. Type an Email Address or multiple into the To field (freeform)
    2. Check the options for Candidate, Contact and Interviewer – this option will send Blind copies of the selected email to these Names.
  4. Enter an Email Subject
  5. Check the option to Send as Meeting Request if desired
  6. Use the Attachment option to choose any Attachments (Note, if you have selected a Pipeline email the Candidates Resume may be automatically attached)
  7. Click Save Step
  8. Close the Add Interaction dialog box when finished
Email Template

Drag and Drop #

In the previous directions we went through all the specific details to adding a Step to move the Person through the Pipeline. There is also an option to Drag and Drop as well. This option will allow you to select either one Name or Multiple and then Drag and Drop them to a different Step. If the Step is configured to Pop-Up Interaction (By your Admin), the Add Step screen will appear upon dropping the Names. If the Step is set to Move to Step, the Names will just be moved to the Step with no additional details required.

Submitting Candidates #

  • Candidate presentations allow users to present a candidate or candidates to a client; also known as a candidate submittal. In your Presentation you have the option to include Attachments, Resumes, Profiles, and Field Data in a customized format.
  • Click here to see more details on presentations and how to utilize them.

Activities #

On the other hand, an Activity is something that happens during the Pipeline Process but doesn’t necessarily warrant moving to another step in the Pipeline, for instance Left Voicemail, Reference Check Conducted, etc. Activities created in the Pipeline are linked to the Step they are created under. This allows for knowing exactly what took place during which Step of the process and the Pipeline as a whole.

Add Activity #

The first option is via right clicking:

  1. Locate the Name in the Pipeline that you wish to write a new Activity for
  2. Right Click on the Name Card
  3. Choose Add Activity

The second option is to utilize the Action Menu

  1. Left click the Name you would like to create an Activity for
  2. Click Actions
  3. Click Add Activity

Adding Activity Details #

  1. Use the Dropdown to choose the Activity Types (The Activities displayed here will be configured in the Pipeline Setup by an Admin user).
  2. Typically, an Activity is something that has already happened, meaning you do not need to put it on your schedule. However, if this is an Activity for the future you will need to choose the Date/Time and Schedule option as you did when adding the Step.
  3. The Username will automatically default to your own Username, you can modify this if needed.
  4. Add Activity Text, this will display when viewing the Activity in the future and if this has been added to your Schedule, the Text will also display there.
  5. Choose to Copy the Activity to the Position Company or Contact if desired
  6. Search for another Name in the Share Activity field to share this Activity on another Record as well.
Add Activity
  1. At this point you can click Save Activity and your Activity will be saved. But just like with the Step, you can also send an email. (Note: Upon saving the Company Name, Job Title and Position ID will be stamped to the bottom of the note)
  2. Toggle the Send Email option to On to enable the Send Email fields
  3. Enter your email details in the same manner as you did from the Step Interaction screen. If you have chosen a template that include “Interview” fields, it will populate with details from the Step the Candidate is currently in.
  4. Click Save Activity to create the Activity and Send the Email simultaneously
Add Activity Email

Note: When adding an Activity from the Pipeline the Company Name/Job Title – Job ID will automatically be appended to it.

Out of Process #

When a Name is moved Out of Process in the Pipeline they are no longer located in your active Pipeline Steps. This can be done if they are Not Qualified, Declined an Offer, Turned Down the Position, etc.

To move Names out of Process you can right click the Name to be moved and choose Out of Process or Select the Name by clicking and then choose Out of Process from the menu item at the bottom.

Out of Process

Once records have been moved Out of Process they can be accessed by clicking View Out of Process from the Out of Process menu item at the bottom.

From this screen you can choose any of the following actions:

  • Search: Search by Name, Category, Last Step, Date or User. Note: If searching by Category you will need to search by the shortened version of the Category (NQ = Not Qualified, TD = Turn Down, OFFER = Offer Declined)
  • View Details: View the Candidate Name, Reason for being moved Out of Process, The last Step they were in prior to being moved Out of Process, Date they were moved Out of Process and the User Name who moved them Out of Process.
  • Restore to Last Step: Selecting this will remove the Candidate from the Out of Process area and move them back to the Step they were in prior to moving Out of Process.
  • Rollup/Letter: After selecting Records from the Out of Process screen select Rollup or Letter to complete the corresponding action.
  • Delete: This selection will remove the Candidate from the Pipeline completely. When selecting it, you will be prompted with two options:
    • Delete Historical Step(s) Associated with this Pipeline: Deletes all Interview records that were created for the selected Candidate but does not delete Activities that were created
    • Delete Steps and Activities Associated with this Pipeline: Deletes all Interview records and Activities for the selected Candidate leaving no trace that they were ever in that Pipeline.
Out of Process List

Making a Placement #

Making a Placement can be done via the Pipeline or from the Placements tab on a Position Record. To Place someone from the Pipeline, do the following:

  1. Select the Name or Names you wish to Place
  2. Click Actions
  3. Click Add Permanent or Add Contract Placement
  4. Enter Placement Details (See Add a Permanent Placement and Add a Contract Placement for more information)
  5. Save

Alternatively, you can also drag and drop into the Placements Step.