Kanban View

The Kanban View of the Talent Pipeline provides a visual board for tracking the progress of candidates throughout the hiring process. This interactive method allows team members to quickly see the status of each application and move them between stages as they progress.

Accessing the Talent Pipeline Kanban View

To view the Kanban board:

Log into your account.
Click on the 'Talent Pipeline' tab from the left-hand navigation.
Select the 'Kanban' option to switch to the Kanban View.

Navigating the Kanban View

Columns and Stages

The Kanban board is divided into columns, each representing a different stage in the recruitment process, such as:

Registered Interest
New Application
Telephone Interview
CV Rejection
Accepted
Rejected

Each column will display the number of applicants currently in that stage. You can add additional or custom stages from within the Talent Pipeline Settings page.

Applicant Cards

Each card represents an individual applicant.
The card details include the applicant's name, the job/page title they've applied for, and any additional notes or tags.
Some cards may display the owner's name if the application has been assigned to a specific team member.

Managing Applications

Application Details: To access the application details pane, click the cog icon.
Drag and Drop: To update an applicant's stage, simply click and drag their card to the desired column.
Three Dot Menu: Clicking on the three dots on a card reveals additional options:
- Reassign Application: Change the team member responsible for the applicant.
- Archive Application: Remove the application from active view without deleting it.
- Delete Application: Permanently delete the applicant's information from the pipeline.

Additional Features

Load More: If there are more applicants than can be displayed at once, use the 'Load more' option at the bottom of each column to view additional cards.
Filters: Apply filters to display only the applicants that meet certain criteria.
Export: Use the 'Export current to CSV' button to download the data for the applicants currently being displayed.