To edit or rename a stage, hover your mouse over the top of any stage, click the gear icon, 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.
You cannot rename the Inbound, Matched or Hired stages.
To shift the position of a stage in your pipeline, hover your mouse over the top of the stage you'd like to move, click on the gear icon, and choose "Move Stage Left" or "Move Stage Right".
You cannot change the position of the Inbound, Matched or Hired stages.
To add a new candidate to a particular stage, hover your mouse over the top of the stage and click the "Add Candidate" button which appears. A new candidate card will be inserted at the top of that stage. You can then add the candidate's name and which role you're interviewing them for. Click "save" to to add the candidate to your pipeline.
Candidates that show up in Review 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 Review.
If you indicate interest in a candidate by clicking "get intro" and the interest is mutual (i.e. they also indicate they are interested in speaking with you), they'll appear in your Matched stage. Reach out to start the conversation!
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.
On the sidebar on the left side of the screen, click the chat bubble icon to open your messages inbox.
Click the "activity" button in the top right corner of the screen to open your activity feed.
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.
Click on the "options" button in the top right corner of the screen and click "edit email templates."
First, open the profile of the candidate that you want to send a canned response to by clicking on their card in Track. Then, select the Email tab in the right panel of the pop up
If you already have a saved email template created, select the template you'd like to use in the Template dropdown. Confirm that the content of the email is what you intended, then hit Send!
If you haven't set up an email template yet, find out more info here.