Hiring & Job Board3 min read
AdminManager / Coordinator

How do I track applicants through the recruitment pipeline?

Review incoming resumes, assign star ratings, add candidate notes, and move applicants through Kanban hiring stages.

YourMedSoft · Hiring & Job Board
How do I track applicants through the recruitment pipeline?

What You Need Before Starting

  • Published job postings with incoming applicant submissions.

Step-by-Step Instructions

1

Open the Applicant Pipeline

In the Hiring module, click "Pipeline" in the view switcher or click "View Pipeline" on any specific job posting card.

UI: Tab: Pipeline
Step 1 Preview
Kanban hiring pipeline organizing candidates across Applied, Interview, Background Check, and Hired stages.

Kanban hiring pipeline organizing candidates across Applied, Interview, Background Check, and Hired stages.

2

Review Kanban Stages

Candidates are organized across stages: Applied → Phone Screen → Interview → Background Check → Offer → Hired / Rejected.

3

Inspect Candidate Details

Click on any candidate card to view their contact info, clinical role, years of experience, resume attachment, and coordinator notes.

4

Update Candidate Stage & Rating

Drag and drop the candidate card to the next stage, or select the stage from the dropdown menu inside the candidate profile. Assign a star rating (1–5 stars) based on your interview.

Pro-Tips & Best Practices

  • Use custom tags like "Compact License" or "Immediate Start" to quickly categorize your top clinical candidates.

Frequently Asked Questions & Troubleshooting

Do applicants receive updates when their stage changes?

Coordinators can send direct email updates to candidates directly from the candidate details modal.

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