{"id":13303,"date":"2024-10-30T01:20:58","date_gmt":"2024-10-30T01:20:58","guid":{"rendered":"https:\/\/learning.pcrecruiter.net\/site\/?post_type=docs&p=13303"},"modified":"2026-03-12T19:35:57","modified_gmt":"2026-03-12T19:35:57","password":"","slug":"pipeline-viewing","status":"publish","type":"docs","link":"https:\/\/learning.pcrecruiter.net\/site\/docs\/pipeline\/pipeline-viewing\/","title":{"rendered":"Viewing the Pipeline"},"content":{"rendered":"\n

The Pipeline is used to track a user’s Candidates in relation to a specific position including what Step they are in during the Interview Process and any Activities that are happening along the way. This can include things such as Telephone Interviews, In Person Interviews, Background Checks, Referral Calls, and additional options that can be catered to your specific organization. The Pipeline also allows for easily interacting with the Candidates via a quick Drag and Drop of their Record Card, or Adding an Interaction with complete details.<\/p>\n\n\n\n

There is also a Detail Pane which allows for a quick overview of the Candidate Record, Viewing Notes, and quickly paging through Resumes of the Active Candidates.<\/p>\n\n\n\n

Click here<\/a> for a video on the New Pipeline. Click here<\/a> for a step by step interactive course on the New Pipeline. Don\u2019t have a login? Contact your administrator or reach out to PCRecruiter support<\/a> for assistance.<\/p>\n\n\n\n

Navigating the Pipeline<\/h2>\n\n\n\n

Do the below screenshots look different than your pipeline view? Click here<\/a> to view our legacy pipeline instructions. If you’re looking to upgrade reach out to us, we would be happy to discuss your options.<\/p>\n\n\n\n

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Inbox<\/h3>\n\n\n\n

The Inbox will show all Names that have been Linked to the Pipeline by a user or who have applied to the Position via the PCRecruiter Job Board (or other 3rd party sites that may be linked). Below the records’ Name, Linkname or Online Inquiry will be displayed as well as the date that the action took place.<\/p>\n\n\n

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Pipeline View Options<\/h3>\n\n\n\n

Located in the top right corner of the Pipeline, the Pipeline View Options allow you to adjust the View of your Pipeline quickly and easily. You can choose to display or hide additional Card Details, switch between the Card and List view, or Expand\/Collapse all of the Columns.<\/p>\n\n\n

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Recently Viewed<\/h3>\n\n\n\n

Once the Detail Pane has been opened for a Name (via the Right Click Menu), that Name is then added to your Recently Viewed in the tab on the left. These Recently Viewed Names are specific to your Username and this Pipeline.<\/p>\n\n\n\n

If you would like to start fresh with your Recently Viewed Names simply click Clear Recent <\/strong>above your list of Recently Viewed names.<\/p>\n\n\n

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Pinned<\/h3>\n\n\n\n

From the Name Cards or the Detail Pane you can choose to Pin a Name. This is great for batch processing to allow you to quickly flip through and identify top candidates. These Pinned Names can then be found in the tab on the left. Clicking a Name<\/strong> from the Pinned panel will open the record in the Details Pane. From here you can easily flip through all your Pinned Names using the arrows<\/strong>. Pinned Records are specific to this Position and can be seen by other users.<\/p>\n\n\n

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If you would like to start your Pinned records from scratch, click Clear Pins <\/strong>above your list of pinned names.<\/p>\n\n\n\n

Sorting<\/h3>\n\n\n\n

Each Step can be sorted by clicking the \u2018AZ\u2019 icon at the top. Once you select the icon<\/strong> you can sort Ascending or Descending by the following options:<\/p>\n\n\n\n