{"id":13294,"date":"2024-10-30T01:23:09","date_gmt":"2024-10-30T01:23:09","guid":{"rendered":"https:\/\/learning.pcrecruiter.net\/site\/?post_type=docs&p=13294"},"modified":"2024-10-30T01:23:11","modified_gmt":"2024-10-30T01:23:11","password":"","slug":"pipeline-actions","status":"publish","type":"docs","link":"https:\/\/learning.pcrecruiter.net\/site\/docs\/pipeline\/pipeline-actions\/","title":{"rendered":"Working in the Pipeline"},"content":{"rendered":"\n

Adding a Step<\/h2>\n\n\n\n

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.<\/p>\n\n\n\n

Add Step<\/h3>\n\n\n\n

The first option is via right clicking:<\/p>\n\n\n\n

    \n
  1. Locate the Name <\/strong>in the Pipeline that you wish to move to a new Step<\/li>\n\n\n\n
  2. Right Click<\/strong> on the Name Card<\/span><\/li>\n\n\n\n
  3. Choose Add Step<\/strong><\/li>\n<\/ol>\n\n\n
    \n
    \"\"<\/figure><\/div>\n\n\n

    The second option is to utilize the Action Menu<\/p>\n\n\n\n

      \n
    1. Left click the Name<\/strong> you would like to create a Step for<\/span><\/li>\n\n\n\n
    2. Click Actions<\/strong><\/li>\n\n\n\n
    3. Click Add Step<\/strong><\/li>\n<\/ol>\n\n\n
      \n
      \"\"<\/figure><\/div>\n\n\n

      Adding Step Details<\/h3>\n\n\n\n

      Once you have accessed the Add Step screen you will add the necessary details.<\/p>\n\n\n\n

        \n
      1. Select the Step <\/strong>you would like to move the Name to<\/li>\n\n\n\n
      2. Choose your Appointment Date\/Time<\/strong>; this will appear on your Schedule upon Saving if the Schedule Checkbox is selected.<\/li>\n\n\n\n
      3. Choose Additional Scheduling Options <\/strong>if desired, this will allow you to schedule a follow up:\n
          \n
        1. Select Follow Up Date and Time<\/strong><\/li>\n\n\n\n
        2. Choose Duration <\/strong>of Follow Up<\/li>\n\n\n\n
        3. Choose any Additional Users <\/strong>who should have this follow up on their Schedule.<\/li>\n<\/ol>\n<\/li>\n\n\n\n
        4. Check the Schedule <\/strong>option to add the Appointment Date\/Time to your Schedule<\/li>\n\n\n\n
        5. Once the Schedule option has been checked, the Duration <\/strong>dropdown will become available. This dictates the duration of the Step that will be added to your schedule.<\/li>\n\n\n\n
        6. Toggle the Alarm <\/strong>On or Off by simply selecting it. If you choose to use the alarm, it will appear 15 minutes before your Scheduled Step.<\/li>\n\n\n\n
        7. The Written By <\/strong>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.<\/li>\n\n\n\n
        8. Interviewer Name<\/strong> is used to assign an Interviewer to this Interaction (you may not always need to use this).<\/span><\/li>\n\n\n\n
        9. Step Notes<\/strong> are notes that are associated with the Step<\/span><\/li>\n<\/ol>\n\n\n
          \n
          \"\"<\/figure><\/div>\n\n\n

          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.<\/p>\n\n\n\n

          However, you can also choose to send an Email when saving this Step as well. The Name would move to the Step and the Email would send when Save Step is selected.<\/p>\n\n\n\n

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

                Drag and Drop<\/h3>\n\n\n\n

                In the previous directions we went through all the specific details for 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 as a Pop-Up Step (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.<\/p>\n\n\n\n

                Submitting Candidates<\/h2>\n\n\n\n