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.
In YourMedSoft, to track applicants through the recruitment pipeline requires navigating to Hiring & Job Board in the portal, selecting the appropriate record or facility, and executing the validated workflow steps. The platform continuously validates clinical credentials, checks compliance matrices, and logs all actions to an immutable audit trail.
What You Need Before Starting
- Published job postings with incoming applicant submissions.
Clinical & Regulatory Compliance Standards
- Conforms to The Joint Commission (HCSS) clinical staffing standards.
- Maintains HIPAA-compliant data encryption and audit logging.
- Enforces state Board of Nursing licensure and clinical scope-of-practice rules.
Step-by-Step Instructions
Open the Applicant Pipeline
In the Hiring module, click "Pipeline" in the view switcher or click "View Pipeline" on any specific job posting card.
Kanban hiring pipeline organizing candidates across Applied, Interview, Background Check, and Hired stages.
Review Kanban Stages
Candidates are organized across stages: Applied → Phone Screen → Interview → Background Check → Offer → Hired / Rejected.
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Inspect Candidate Details
Click on any candidate card to view their contact info, clinical role, years of experience, resume attachment, and coordinator notes.
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.
Troubleshooting & Operational Edge Cases
Issue: Assignment or Action Blocked
Operational Resolution: Verify that all prerequisites and credential requirements are satisfied before requesting an Admin override.
Issue: Notification or Alert Delay
Operational Resolution: Check the clinician profile contact details to ensure SMS and email alert preferences are enabled.
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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