To add a new stage, click on the gear menu for a stage, and choose Add New Stage. This will create a new stage to the right, and prompt you to rename it.
To edit or rename a stage, click on its gear menu, and choose Edit Stage Settings. This will trigger a popup with the options to change the stage name or enable interviewing and scheduling for that stage.
To shift the sequence of a stage, click on its gear menu, and choose Move Stage Left or Move Stage Right.
You cannot rename or shift the Inbound, Matched or Hired stages.
To add a new candidate to a particular stage, click on its gear menu, and choose Add Candidate. A new candidate card will be inserted at the top of that stage. You can then click on the card to add details such as the candidate's name, current company, title, etc.
Candidates that show up in Sourced are those that have been starred by your team. To source candidates, click on the Recruit tab and search for candidates that fit the role you're looking for. When you see someone that might be a good fit, click on the star icon to add this candidate to Sourced.
Under the filters in the top left corner of the screen, select the position from the first dropdown. This will update the candidates on the board to just those applying for that job.
Snooze is a great way for pausing candidates in your recruiting pipeline— perhaps they don't have time to continue the interview process, or have already accepted another offer. We'll send you a monthly reminder of snoozed candidates so you can follow up with them whenever you're ready.
You can view all snoozed candidates by selecting Snoozed from the second dropdown of filters.
First, click on the candidate that you want to send a canned response to. Then, select the Email tab in the right panel of the pop up.
Now, if you don't have any saved email templates, you'll need to create a new one by selecting Edit Templates. This will trigger a pop up to create the new template as well as customize your email subject and body. There are a few tokens that you can use to pass in the candidate's name or your company into the email. Click Save when you're done.
If you have a saved email template, select the template by its name in the Template dropdown. Confirm that the email contents are what you intend, then hit Send.