Understanding your unified pipeline - Part 4: Applicants

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This article is the fourth in a series designed to help you understand the structure and operation of LeverTRM's unified pipeline. As the main point of action for candidate management, the pipeline serves as the backbone of the LeverTRM platform. The ability to navigate your pipeline with accuracy and agility is a fundamental skill when it comes to using LeverTRM. 

This article will take a close look at the Applicant section of the pipeline and how it functions. Specifically, readers of this article will learn how about:

If you missed it, the second article in this series defines the difference between candidates and opportunities in LeverTRM - a key distinction when it comes to navigating your pipeline.

Adding opportunities to the Applicant section of the pipeline

The Applicant section of the pipeline is designed to hold opportunities associated with inbound candidates that have either applied directly to a job posting (through Lever or one of the job boards to which it was posted) or been referred by a Lever user.

Direct applicants

When a candidate applies to a job posting, an opportunity for that candidate will be automatically be added to the 'New Applicant' stage of the Applicant section in the pipeline. 

Example of postings on a Lever-hosted job site.

Referred candidates

If a member of your organization has submitted a referral for a candidate through Lever, an opportunity for that candidate will automatically be added to the 'New Applicant' stage of the Applicant section in the pipeline.

Candidate referral form

Opportunity for a referred candidate in the 'New Applicant' stage

Check out our article on referring candidates to learn more about Lever users from across your organization can submit referrals.

Advancing opportunities through stages in the Applicant section

The stages in the Applicant section of the pipeline are configured when your organization first sets up their LeverTRM environment. If you wish to add, change, or remove these stages after your LeverTRM environment has been set up, submit a request to our Support team. The number of stages in the Applicant section will be different for every organization, as they will reflect the workflows that your team goes through before moving a candidate to an interview stage.

Moving opportunities through the stages in the Applicant section of the pipeline must be done manually. There are three ways to manually move an opportunity in the Applicant section to a different stage:

#1: From the candidate profile

  • Click into an opportunity to open the corresponding candidate profile
  • Select a new stage from the drop-down menu

Candidate profile with stage change menu expanded. Current stage is New Applicant.

#2: From the opportunity list

This method is best for moving multiple opportunities at once.

  • Check the box next to the opportunity (or opportunities) that you wish to move in the opportunity list
  • Click the Stage button in the action toolbar
  • Select the stage that you wish to move the opportunity (or opportunities) to from the menu that appears

Multiple opportunities selected in opportunity list and stage menu is expanded from action toolbar.

#3: Using Fast Resume Review

LeverTRM's Fast Resume Review functionality is designed for efficient resume screening of new applicants. Note you can only use Fast Resume Review if you have opportunities in the 'New Applicant' stage.

  • Navigate to the Applicant section of the pipeline and make sure the 'New Applicant' stage is selected
  • Click the Start Review button in the banner above the opportunity list to bring up the Fast Resume Review interface. 

Arrow pointing to Start Review butotn in banner above opportunity list in New Applicant stage.

  • The resume and applications questions will be presented for each individual opportunity in the 'New Applicant' stage in chronological order starting with the oldest.

Fast Resume Review interface showing candidate's resume and opportunity details.

  • Once you have reviewed the candidate's resume and application question, select from the options in the header to either advance the opportunity, archive the opportunity, or skip it. 
    • If advancing the the opportunity, you must select a stage to move it to.
    • If archiving the opportunity, you must select an archive reason.
    • If you skip the opportunity, it will remain in the 'New Applicant' stage.

Close-up of Skip, Advance, and Archive buttons at the top of the Fast Resume Review editor.

 

Recruiters can apply an 'Owned by me' filter to the Applicant section of the pipeline before initiating Fast Resume Review to quickly drill down to their candidates before screening.

Check out our article on Fast Resume Review to learn more about how this feature can be used to expedite resume screening.

Next steps...

Now that you have an understanding of how the Applicant section works, let's take a look at how to manage candidates across the various interview stages in the Interview section of the pipeline.

If you would like to jump to the other articles in this series, select from the options below:

 

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