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. SelectĀ NameĀ from the Main Toolbar
  2. Select aĀ NameĀ from the Recently Viewed Tiles or select a Name from a Search Result List
  3. ChooseĀ Link to PositionĀ from the Action Toolbar
  4. From the dialog window you will choose theĀ PositionĀ you wish to Link them to:
    1. Select a PositionĀ from the Recent Positions and the Name will automatically become Linked.
    2. If you donā€™t see the Position you are looking for, enter yourĀ Search CriteriaĀ to find the Position. ClickĀ SearchĀ 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 chooseĀ 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.Link to Position

From a Name Search Result Screen

One way to Link multiple Name Records to a Pipeline is via a Name Search Result List

  1. SelectĀ NameĀ from the Main Toolbar
  2. Enter your search criteria and clickĀ Search
  3. PlaceĀ check marksĀ in the boxes to the left of the Names you wish to Link
  4. ClickĀ Link to PositionĀ from the Action Toolbar
  5. The selection dialog window will appear,Ā choose the positionĀ 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 if very similar to Linking from the Search Results. Be sure to have a Rollup List created to follow these steps.

  1. SelectĀ RollupsĀ from the Main Toolbar
  2. Select theĀ Rollup ListĀ you wish to Link Names from
  3. PlaceĀ check marksĀ in the boxes to the left of the Names you wish to Link
  4. Choose theĀ Link to PositionĀ option from the Action Menu
  5. The selection dialog window will appear,Ā choose the positionĀ 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. ClickĀ Pipeline in the navigation menu on the Position.
  3. Expand theĀ 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.

Add from Inbox on Pipeline