What is Smart Pipeline?

Once you start finding candidates that meet the initial criteria for your project you will need to keep them all organized. Hiretual makes this easy for you, using Smart Pipeline to help you keep everything straight. We offer project-centric candidate management to provide a single place to manage your candidates from across the Internet. 

We also utilize centralized task management for AI sourcing, candidate importing, and engagement. Below is a sample of how a project dashboard looks with candidates attached and organized. 

Hiring process customization allows you to customize your pipeline stages to fit your organization's needs.

 

Applicant delivery provides a method to deliver your best candidates to your ATS/CRM with just one click. Import candidates from your ATS/CRM to enrich data and track engagement.

Once you are ready to send candidates to your client, Hiretual streamlines collaboration with direct hiring team. You are able to share projects and individual candidates with members of your hiring team for review. Data is essential to any project, so we give you hiring reports and insights to monitor key metrics and pipeline progress for your whole hiring team. Your team members do not have to have a PRO lease in order to review the profiles in your smart pipeline.

So how do I use it?

Below is a screenshot of the way your dashboard will look when you are previewing candidates. 

Project menu: 

Use the top bar to navigate through the project options and data including Candidates, Sourcing, and Product Details.

Pipeline: 

Manager all the stages of the sourcing process including New, Uncontacted, Contacted, and Replied. This will allow you to manage each candidate within the project’s sourcing process and keep everything organized.

Filters: 

On the left-hand side, you will have access to candidate filters. These can be used to search for or focus on keywords, location, skills, companies, and experience. (orange)

Now that you have your candidates organized in your project, let's start reviewing them in a bit more detail. 

To view a summary of your candidate's resume, click on their name and you will be able to review it in detail. Social media is a plethora of information into the candidate’s world. Hiretual makes it easy for you to make sure you are submitting a quality candidate by giving you access to their social media profiles. To view, just click on any one of the symbols to view their profile on platforms such as LinkedIn, Github, Twitter, Facebook and more. The candidate's tags and skills are loaded and you can click the … symbol to see more. 

If you like what you see, select ‘Good Fit’ for the candidate’s that you determine are a match for the role. If you are left wanting more, click  ‘Not a Fit’ for candidates that you wish to archive/remove. ‘Good fit’ candidates will be pushed into the ‘uncontacted’ stage in the pipeline which brings you one step closer to engaging with them. “Not a Fit” candidates will be moved out of your pipeline so you aren’t bothered with them again. 

The candidates’ email addresses will not be automatically be displayed. If you’d like to engage with a candidate simply click to reveal it. This is considered as one contact consumed. Speak to your team’s admin for more information regarding the number of contacts you are eligible for yearly.

Clicking on the candidate’s name will present his/her information. This page will help you determine whether or not the candidate is right for the role by providing all the relevant details. 

You will be able to view the candidate’s resume summary (blue), browse the skills and keywords the candidate is tagged for (purple), write and insert notes (green), see which project the candidate is associated with (orange) and also edit the profile in order to make it more relevant for you.

Once you get familiar with candidate profiles, you will see that they include two useful estimations: average market value and availability.

Average Market Value is an estimation of the candidate’s compensation and salary. This estimation combines private information as well as public information and takes into account the candidate’s career experience. Availability is an estimation of how available and opens the candidate is for a new role. Expertise will allow you to view the candidate’s top expertise, which is based on his/her career experience and top keywords that are included in their profile. Estimations must be used as evaluations only, exact information can only be obtained by reaching out to the candidate.

The candidate pipeline will allow you to review profiles and push the right candidates through the sourcing process. Keep your good candidates in the process, and get rid of those that are not a fit. 

The ‘New’ stage will include all of the candidates you’ve sourced for this project, this is where you will review and select ‘Good fit’ or ‘Not a fit’. This is a good place to start each time you review, so you stay up to date on all your new applicants. 

All ‘Good fit’ selections will be automatically moved to ‘Uncontacted’. Go here for a list of all of the candidates you wish to reach out to regarding the role.

Once a candidate replies to your email his/her profile will be automatically moved to ‘Contacted’. This will be your list of candidates you’ve already reached out to. No more having to go through your emails to figure out if you have already reached out to them! When a reply is received, the candidate will be automatically moved to ‘Replied’.

There are several options that can be applied by used in the project menu:

Candidates: will include all of the candidates you’ve sourced for the project in the ‘New’ stage.

Sourcing will include additional sourcing options such as:

  1. View candidates: looking at the sourced candidates.
  2. Source more: source additional candidates (between 10 to 300 at a time).
  3. Create a similar task: run a similar source (duplicate project).
  4. Delete AI task: Remove the sourcing task from the project.

Project Details: includes several useful options such as viewing and editing the project title and information, choosing a hiring process template and inviting a hiring team member. These options will be discussed below.

Project Information: The project title and description can be changed and edited at any time.

‘Project title’ refers to the job title that you’re sourcing for, including its location. ‘Project Description’ can be used for any purpose such as copying and pasting the job description, adding notes and reminders. Once you edit the information click on ‘update’ to save it.

There is two default hiring process templates that can be used. The default sourcing process template includes 4 stages, from New to Replied. The default hiring process template includes 9 stages from New to Hired.

Invite Hiring Team:

If you would like to invite a team member or a hiring manager to your project you can do so by typing in his/her email address and clicking on ‘Update’. The person you invite will receive an email invitation to collaborate on the project with you. Inviting a colleague or team member that has a Hiretual license will allow full collaboration, including sourcing options for the invited individual.

Inviting a colleague that does not have a Hiretual license (a hiring manager, for example) will only allow access to the project and enable him/her to review the candidates, select ‘Good fit’ or ‘Not a fit’ and add notes.

Problems with Smart Pipeline?

If you have any questions, please contact Hiretual’s support team at [email protected] or use the intercom channel to talk with us. 

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