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The Pipeline page shows your applicants as cards on a board. Each column is a hiring stage, and each row is a job. It’s the fastest way to see where every candidate stands across all your open jobs. Open it from Hiring → Pipeline in the main menu.

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How the board is laid out

  • Columns are your hiring stages, such as Applied, Matching Interview, Ability Interview, Offering, and Hired. The number at the top of each column is the total number of applicants in that stage across all jobs shown.
  • Rows are your jobs. Each row header shows the job title, location, visibility badge (for example Public), and how many applicants it has. Click the arrow at the start of a row to collapse or expand it.
The count at the top right, for example 91/104 applicants, shows how many applicants match your filters out of the total.
The stages come from your workspace settings. To rename, add, or reorder them, see Applicant Stages.

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Reading an applicant card

Each card shows:
  • The applicant’s name and photo.
  • Their match score as a percentage in the top-right corner. See Match score.
  • When they were last updated, for example 2d (2 days ago) or 1w (1 week ago).
  • A red double arrow if they are marked as high priority.
  • The date of their next interview, for example Oct 13, if one is scheduled.
  • Their evaluations: the number of negative (thumbs down) and positive (thumbs up) evaluations, once they have any.
  • Their assignee’s photo in the bottom-right corner.
Click a card to open the applicant’s profile.

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Move an applicant to another stage

Drag the applicant’s card and drop it in another column. You can move applicants forward to the next stage or back to a previous one. The stage counts at the top of the board update straight away.
You can also move an applicant from their profile with Next stage. See The applicant profile.

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Quick actions on a card

Hover over a card to show a row of action buttons underneath it. The same actions are available from the Action column on the Applicants page.

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Schedule an interview

1

Open the form

Hover over the card and click Schedule appointment. The Schedule interview panel opens with the applicant’s name and email at the top.
2

Set the time

Choose the Date, Start time, and End time.
3

Add interviewers

Under Interviewers, click Add and pick the people who will run the interview. They’ll be asked to submit an evaluation afterwards.Under Evaluation options, decide what interviewers can see:
  • Show all comments about this applicant
  • Show evaluation history and documents: previous evaluations and attached documents.
4

Choose the format

Pick In-person or Video call. For in-person interviews, check the Location (your office address is filled in) and optionally pick a room under Book meeting room. Rooms are set up in Rooms.
5

Describe the interview

Pick an interview template under Use interview template, or enter a Title and Description yourself. The title is required.
6

Save

Save the appointment. It appears on the card as a date and in Interviews.

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Submit a quick evaluation

Hover over the card and click Quick evaluation. Fill in the evaluation form, which can include star ratings (for example Technical Skills, Communication, Culture Fit, and Overall fit for the role) and other fields your workspace uses. Two things are always required:
  • Overall Recommendation: click Recommend or Do not Recommend.
  • Evaluation note: a short written explanation.
The fields in this form are set up in Custom Fields for Evaluation.

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Request evaluations from colleagues

  1. Hover over the card and click Request Evaluations.
  2. Choose how to send the request: Request via Email or Request via Link.
  3. Under Interviewers, click Add and pick who should evaluate the applicant.
  4. Optionally, add people under CC (up to 20). Each receives a copy of the request. You can pick them from your directory or type an email address.
  5. Choose what interviewers can see under Evaluation options.
  6. Click Request Evaluations.

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Change the assignee

Hover over the card and click Change assignee. Pick a new person under Assignee, or click Assign to me.

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Disqualify an applicant

  1. Hover over the card and click Disqualify.
  2. Choose a Disqualified reason. The reasons come from Disqualified Reasons.
  3. Click Save.
Disqualifying removes the applicant from the active pipeline. To find them again, use the Inactive applicants filter on the Applicants page.

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Assign new applicants automatically

Each job row has an Auto assign to setting on the right, showing the person’s photo. New applicants for that job are assigned to this person automatically, so nobody has to hand them out. Click it to choose someone else.

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Search and filter

The Filters panel has two groups. Jobs
  • Public / Internal: show only public or internal jobs.
  • Job with applicants: hide jobs that have no applicants yet. On by default.
  • Location: show only jobs in a given location.
Applicants
  • Flagged applicants
  • Applicants with evaluations
  • Hide not updated for 60+ days: hide applicants nobody has touched in over 60 days, so the board only shows active work. On by default.
  • Updates, Tags, and Due
  • Applied Duration: show applicants who applied between a start date and an end date.
If you can’t find an applicant you expect to see, check whether Hide not updated for 60+ days is on.