Hiring > Pipeline in the Worker view shows candidates as cards in buckets (stages). Drag a card to another bucket to move the candidate along. Moving a card never hires anyone: you hire only with Hire, which opens the hire wizard.
Who can do this: People whose permission group includes Pipeline. Add Bucket needs the add permission; editing, hiding and showing buckets need edit; deleting a bucket needs delete. Hire on a card needs the hire permission. Reject and Remove from Kan Ban need the Candidates edit permission.
Open the pipeline
Select Worker in the Worker / Admin toggle, then Hiring > Pipeline.
Choose Candidates (people you haven't hired yet) or Onboarding (people with an offer or onboarding in progress).
Filter by Office. On Onboarding you can also filter by Position and Days in Status (1-7, 8-14, 15-30 or 31+ days).
You can drag cards only on the Candidates board. The Onboarding board is view-only.
Move a candidate
Drag the card to another bucket, or
Open the candidate and change Current Bucket.
You can't drag cards into or out of a hidden bucket: "Please unhide status then you can drag or drop any card."
What a card shows
Each card shows the source, a tag (Candidate, Onboarding or Hired), star rating (if your company uses ratings), the name, Recruiter:, days in the current bucket (red when overdue), and counts of sub-tasks, comments and attachments. Select Edit on a card for Candidate Details, Contact Candidate, History, Hire, Reject and Remove from Kan Ban.
Manage buckets
To do this | Do this |
Add a bucket | Select Add Bucket, type in Enter bucket name, pick a Bucket Color and select Create. Drag it to where you want it. |
Rename or hide a bucket | Use the bucket's three-dot menu: Edit or Hide ("Bucket hidden"). |
See hidden buckets | Page three-dot menu: Show hidden buckets or Hide hidden buckets. |
Add a checklist to a bucket | Bucket menu: Set Subtask. The sub-tasks show on each candidate's details page. |
Delete a bucket | Bucket menu: Delete. Only empty buckets can be deleted: "Status not empty, first remove all candidates from this status." Some buckets can't be deleted. |
Download the board | Page three-dot menu: Export ("File Downloaded Successfully"). |
Your company names its own buckets. The New Candidate bucket always comes first, and no bucket can be moved to its left.
Candidate details page
Select a candidate to open their details:
Candidate Rating: (read-only) and Current Bucket.
Candidate Details: select the pencil to open Update Candidate.
Recruiter.
Comments: select Add Comment.
Document: select Add Document, choose the file in Document Upload and select Upload.
Sub-tasks: mark each Completed or Pending, or use Select All.
On the mobile app
The pipeline isn't in the app. More > Hiring shows view-only lists of candidates and onboarding. Use the web to move candidates.
Common questions
I dragged someone to a Hired bucket. Why aren't they hired?
Buckets only track progress. To hire someone, select Edit on the card and then Hire, or use Hire New on Hiring > Onboarding.
Hiring opens an empty page.
If Pipeline is your only Hiring permission, open Hiring > Pipeline directly from the menu.
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