Managing candidates involves more than recording applications. Recruiters must filter candidates by hiring stage, place them in the proper job pipelines and provide updates until the decision is finalized. A well-structured process can help ensure these activities are organized without having to depend on full manual follow-ups.
When the pipeline stages can be customized to the recruiters’ workflow and connect specific actions with candidate communications, applicant tracking becomes more manageable. To support these tasks, TE Recruit, the ATS and CRM platform of Top Echelon, features customizable stages in the pipeline and trigger-based email automation.
A Step-by-Step Guide to Managing Candidates Through a Hiring Pipeline
A hiring pipeline is a way for recruiters to structure their candidates based on their position in the hiring process. The following steps outline the process of setting up and organizing this process with the features modeled in TE Recruit.
Define Your Candidate Stages
First, figure out the stages in your hiring process that candidates go through. In TE Recruit, recruiters can create labels for the pipeline stages, including Qualified, Screening, and Interviews.
Each of these stages is used for organizing the candidates based on their current status. Recruiters can use the pipeline to distinguish qualified candidates from those moving through screening or interviews, instead of treating each candidate based on the same point.
Place Candidates in the Relevant Job Pipeline
After the stages are in place, place candidates in the appropriate job pipeline. The recruiter can use TE Recruit to pick a job and stage at which to put the candidate, for instance, the Qualified stage.
The purpose of this step is to link a candidate record with a particular job opportunity and hiring process. Organizing candidates by job and stage makes managing progress easier than managing each candidate record individually for teams that utilize recruitment software for recruiters.
Configure Communication for Candidate Milestones
Specific pipeline actions can be associated with candidate communication via trigger-based automation. For instance, if a candidate is moved to the interview stage, an email may be sent to the candidate to arrange an interview. If the candidate does not qualify, they could receive a polite rejection message stating that the recruiter is going in another direction.
These triggers can help minimize unnecessary follow-ups and maintain communication based on the candidate’s status. Hiring software that allows these automated actions can be used for defining messages at pre-defined milestones instead of manually sending each routine message.
Manage Candidate Actions Individually or in Bulk
Consider whether an action needs to be completed for one candidate or several. The recruiters can use TE Recruit to apply relevant actions individually or in bulk, such as actions related to automated email.
For instance, if the same type of communication is suitable for several candidates, the recruiters can take advantage of bulk actions. Single actions are still valid if a decision or update concerns only one person. This adaptability can make it simpler for staffing agencies to handle candidate activity efficiently, especially for those who need to take multiple actions.
Top Echelon’s Approach to Applicant Tracking and Candidate Pipeline Management
Top Echelon’s TE Recruit hiring software integrates an applicant tracking system with a CRM database, allowing recruiters to handle candidate information and hiring processes. It has customizable pipeline stages, enabling recruiters to show their process as stages like Qualified, Screening and Interviews. Recruiters can also set up trigger emails for things like moving a candidate forward to the interview stage and disqualifying candidates. These emails can be sent individually or in bulk. TE Recruit integrates pipeline management with candidate communication to help streamline applicant tracking workflows and minimize repetitive manual efforts.
FAQs
Can recruiters customize pipeline stages in TE Recruit?
Yes. Recruiters can tailor stages in TE Recruit to align with their hiring process. Examples include hiring software workflows for qualification, screening, and interviews that show how candidates move through.
What happens when a candidate reaches the interview stage?
A recruiter can set up an invite to schedule an interview trigger-based email that will be sent to the candidate once they’re in that stage. This feature enables staffing agencies to relate candidate progress with timely communication.
Can recruiters send emails to multiple candidates at once?
Yes. TE Recruit provides both Individual and bulk actions for related candidate activities such as trigger-based email actions. This provides recruiters who use recruitment software for recruiters a means to manage regular correspondence without having to deal with each candidate individually
Can adding a candidate to a job pipeline trigger an email?
Yes. If candidates are placed on a job pipeline at a specific point, preconfigured automation can trigger an email that notifies about the application and provides the next steps. This is helpful for applicant tracking, as it will link candidate placement to an automated response.
Conclusion
An organized hiring pipeline provides recruiters with a structured method to handle hiring candidate stages, job assignments, and communication. Recruiters can reduce repetitive manual effort and maintain the recruitment process organized by customizing the stages, placing the candidates in the respective job pipeline and setting up automated emails triggered by specific conditions. Applicant tracking is more useful when the pipeline is a true representation of the hiring process and is backed by what recruiters do on a daily basis.
Ready to streamline your hiring workflow? Explore how Top Echelon’s TE Recruit supports customizable candidate pipelines and automated communication.
