Job Pipeline

The Job Pipeline is your visual hiring board, a column-by-column view of every candidate for a job as they progress from Applied through Shortlisted, Scheduled and beyond. Each candidate sits on a card enriched with an AI match score, automation status and recent assessments, so you can review, move and action people without leaving the board.

Where to find it

In the left sidebar, go to Hiring Pipeline -> Job Applications and open a job, the pipeline board is its default view (URL /jobs/Pipeline).

Overview

The pipeline opens as a Kanban-style board with a column for each hiring stage. A toolbar across the top lets you switch between Table View and Pipeline View, pick the job from a dropdown, send Job Invites, search by candidate name, Filter the board, and run AI suggest. On the left, a dashed Add New Stage column lets you extend the pipeline to fit your process.

Key features

• Table View / Pipeline View toggle to switch between a list and the Kanban board.
• Stage columns such as Applied, Shortlisted and Scheduled, each showing a live count of candidates.
• Candidate cards that surface, per applicant:
  • an AI Score (e.g. 30%) indicating match strength,
  • the assigned executive (e.g. Not Assigned),
  • experience and key dates,
  • an Automation status (e.g. In Progress - Running),
  • Recent Assessments with status and a Resend option.
• Send New Assessment straight from a card via Microsoft Teams or WhatsApp.
• AI suggest to get AI-recommended actions or candidate matches for the pipeline.
• Job Invites, candidate search and Filter controls in the top toolbar.
• Add New Stage column to create a new step in your hiring pipeline.

Step-by-step

Work the pipeline board

1. Open a job from Job Applications, then make sure the toolbar shows Pipeline View (toggle from Table View if needed).
2. Confirm the correct job is selected in the job dropdown at the top of the board.
3. Review candidates stage by stage, each column (Applied, Shortlisted, Scheduled) shows its count and the cards within it.
4. Drag a candidate card to a different stage column to advance or reject them in the process.

Review and action a candidate

1. On a candidate card, read the AI Score to gauge fit and check the assigned executive.
2. Check the Automation status to see whether automated steps are running for that candidate.
3. Under Recent Assessments, view the assessment status and use Resend if needed.
4. To send a fresh assessment, click Send New Assessment and choose Microsoft Teams or WhatsApp as the delivery channel.

Customise stages and use AI

1. Click Add New Stage in the dashed left column to create a new step in your pipeline.
2. Use AI suggest in the top-right to get AI-driven recommendations for moving candidates forward.
3. Use Filter and the candidate search box to narrow the board to the people you want to focus on.

Tips

Tip

• Use AI Score as a fast first sort, but always open the candidate to confirm before moving them on.
• Send assessments over WhatsApp for the fastest response rates, and Teams when working with internal panels.
• Add custom stages with Add New Stage so the board mirrors your real process rather than forcing your process into default stages.
• Watch the Automation status, an In Progress - Running badge means automated steps are still firing for that candidate.

Common issues & fixes

• Board looks empty - no applicants yet, or a filter is active - clear the Filter and candidate search, and confirm the right job is selected.
• Cannot drag a candidate between stages - you may be in Table View - switch to Pipeline View to enable drag-and-drop.
• Assessment not delivered - wrong channel or missing contact - resend via Teams or WhatsApp and verify the candidate’s contact details.
• New stage not appearing - the stage was not saved - re-open Add New Stage and complete the stage setup.