|Available for||Roles||Super Admin, Admin, Team Member, Limited Team Member|
|Permissions||• Manage profiles and view associated postings|
|Packages||Lever Basic, LeverTRM, LeverTRM for Enterprise|
Moving candidates through your hiring process is a workflow that is core to using the LeverTRM platform. Here are a few quick recommendations to help guide you through the process.
Set up your pipeline
LeverTRM's pipeline is designed to give a straightforward visualization of your hiring process. The stages running along the top of each section of your pipeline are meant to mirror the forward progression of candidates through their recruitment journey. If you decide to not move forward with a candidate, you can move their opportunity to the archive.
Pipeline stages are set up during the implementation of your LeverTRM environment. To learn how to make changes to your pipeline after implementation, refer to our help article on best practices for pipeline customization.
Moving opportunities through stages
Advance opportunities through your pipeline via the stage menu on the opportunity profile.
To advance multiple opportunities to the same stage simultaneously, select their checkboxes in the opportunity list and click the Stage button in the bulk action tool bar.
Hand-off an opportunity to a colleague
Click the Owner menu on the opportunity profile and select another user in your LeverTRM environment to which you wish to transition ownership of the candidate's opportunity.
The new owner will receive an email notifying them of the change. If you change the owner of an opportunity owned by someone else, both the old owner and the new owner will receive email notifications about the change.
Review the complete history of an opportunity
Click the Overview tab at the top of a candidate profile and scroll beneath the opportunity details to review all communications and actions related to the opportunity. Selecting the Notes, Feedback, Emails, and Forms tabs at the top of the candidate profile will filter for specific content related to that opportunity.
To learn more about how to move candidates through the hiring process, register for our Candidate Management Essentials webinar.