---
title: Link 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. ### Individually from a Name Record 1. Select **Name **from the…"
url: "https://learning.pcrecruiter.net/site/docs/pipeline/pipeline-linking/"
updated: "2026-09-24"
category: Applicant Tracking / Pipeline
---

# Link 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.

### Individually from a Name Record

1. Select **Name **from the Main Toolbar
2. Select a **Name **from the Recently Viewed Name Cards or select a Name from a Search Result List
3. Choose **Link to Position **from the Action Toolbar
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/6/2024/10/image-39-1024x736.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 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.

![](https://learnpcr.pcrecruiter.net/site/wp-content/uploads/sites/7/2024/10/Inbox-Link-to-Pipeline.png)