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
- Go to the Name tab at the top and search for a candidate’s name record.
- Select the person’s name so that their record opens in the lower frame of the window.
- Now go to the dropdown on the far right and select the chain link icon which stands for Link to Position.
- 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.
- Put in your search criteria to find the position you are looking for (Job title, ID number, etc.) and click Search at the bottom.
- 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.
- 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.
From a Name Search Result Screen
- 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.
- Now put check marks in the boxes on the left next to the candidates you wish to link to a position.
- Click the dropdown in the upper right corner and select the chain link icon labeled Link to Position
- 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.
- Put in your search criteria to find the position you are looking for (Job title, ID number, etc.) and click Search at the bottom.
- 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.
- 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.
From a Rollup List
- Go to the Rollups tab at the top and select a rollup list with candidate records on them. (Learn how to create Rollups Here)
- Place a check mark or marks to the left for the candidates you wish to link to a position.
- Go to the upper right corner and click the dropdown and select the chain link icon labeled Link to Position.
- 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.
- Put in your search criteria to find the position you are looking for (Job title, ID number, etc.) and click Search at the bottom.
- 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.
- 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.
From a Position’s Pipeline
- Go to the Position tab at the top and search for the position you are working with.
- Click the Job Title from the search result screen to open the record in the lower frame of the window.
- Click the dropdown to the left and select Pipeline.
- Go to the right and select the dropdown and choose the plus sign icon to Add an Interview.
- Enter criteria to find the candidate and click Search at the bottom.
- Now click the Select option to the left of the candidate’s name to pull up the Add Interview screen.
- Click the dropdown for Interview Type/Status to bring up your Pipeline folders and choose your desired interview status and choose Select
- Click Save at the bottom to save the interview and link the candidate to the position.