# [[5 - Manage Candidates]] ## [Manage your pipeline](https://www.linkedin.com/learning/learning-linkedin-recruiter-22854115/manage-your-pipeline-25019733?resume=false) By keeping your pipeline organized, you can efficiently manage your hiring process and ensure you don't miss any potential candidates. - **Pipeline Overview**: The pipeline helps you track where candidates are in the hiring process, from initial contact to final decision. - **Accessing the Pipeline**: You can find the pipeline in your project under the "Pipeline" tab. - **Adding Candidates**: Candidates can be added to the pipeline in three ways: 1. *Saved from Talent Pool*: You save them directly from your talent pool. 2. *Job Post Applications*: They apply to a job you posted. 3. *Manual Addition*: You add them manually. - **Stages of the Pipeline**: Candidates move through different stages like "uncontacted," "contacted," and "replied." These stages can be customized. - **Customizing the Pipeline Stages**: By following these steps, you can efficiently manage and customize your recruitment pipeline to better track candidates through each stage of the hiring process. 1. *Go to Product Settings*: Click on your profile picture in the upper right corner and select "Product settings". 2. *Custom Pipeline and Automation*: On the left side, under "Custom pipeline and automation", you can: - *Enable Automated Pipeline Stages*: This allows candidates to be automatically moved through stages based on actions like sending an InMail or receiving a reply. - *Manage Custom Pipeline*: Here, you can add or modify stages to fit your recruitment process (e.g., adding stages like "In Review", "Interviewing", and "Offered"). - **Moving Candidates**: You can manually move candidates between stages or set up automatic moves based on actions (e.g., sending a message moves them to "contacted"). - **Automatic Moving Candidates**: To set up automatic movement through the stages of the pipeline for candidates in LinkedIn Recruiter, follow these steps: 1. *Go to Product Settings*: - Click on your profile picture in the upper right corner. - Select "Product settings". 2. *Navigate to Custom Pipeline and Automation*: - On the left side, under "Custom pipeline and automation", you'll find the settings for automated pipeline stages. 3. *Enable Automated Pipeline Stages*: - Turn on the option to "Enable automated pipeline stages". This will allow candidates to be automatically moved through the stages based on their actions. For example: - If you send an InMail to a candidate, they will be moved from "uncontacted" to "contacted". - If a candidate replies, they will be moved to the "replied" stage. - **Managing Candidates**: You can perform actions like messaging, adding notes, or sharing profiles with your team. ## [Posting a job](https://www.linkedin.com/learning/learning-linkedin-recruiter-22854115/posting-a-job-25019737?resume=false) This process helps you attract the right candidates and manage applications efficiently. 1. **Navigate to Job Posting**: - Go to the recruiter homepage. - Click on "Jobs" and then "Post a job". 2. **Enter Job Details**: - Fill in information like company name, job title, workplace type, etc. - Use the Talent Insights box to see how many people match your criteria. 3. **Customize Job Description**: - You can use a pre-generated job description or write your own. - Include an overview of the role, key responsibilities, and required skills. 4. **Add Skills and Pay**: - List up to 10 skills relevant to the job. - Adding salary information can attract more applicants. 5. **Choose How to Receive Applications**: - Candidates can apply using their LinkedIn profile. - You can also direct them to an external site if needed. 6. **Assign to a Project**: - Every job post needs to be part of a project to manage applicants effectively. 7. **Review and Publish**: - Check all details for accuracy. - Preview the job post to see how it looks. - Add screening questions if needed, then publish the job. ## [Manually add a candidate to a project](https://www.linkedin.com/learning/learning-linkedin-recruiter-22854115/manually-add-a-candidate-to-a-project-25023048?resume=false) The following are the key steps to manually add a candidate: 1. **Accessing the Pipeline:** - Navigate to the pipeline of the specific project where you want to add the candidate. For example, if you are working on a "Sales Manager - San Francisco" project, go to that project's pipeline. 2. **Initiating the Add Candidate Process:** - In the upper right corner of the pipeline page, click on "Add a candidate." 3. **Adding a Candidate with a LinkedIn Profile:** - If the candidate has a LinkedIn profile, simply type their name in the search box, find their profile, and add them. This process is straightforward and quick. 4. **Adding a Candidate without a LinkedIn Profile:** - If the candidate does not have a LinkedIn profile, you will need to manually enter their information. This includes filling in the necessary details and uploading their resume. 5. **Finalizing the Addition:** - Once you have entered the candidate's information, click "Submit." The candidate will then be added to your pipeline, and you can see their status (e.g., uncontacted). ### Example Scenario: Imagine you met a candidate named Toby at a conference who expressed interest in a position. Toby has a LinkedIn profile, so you: - Go to your project pipeline. - Click "Add a candidate." - Type Toby's name, find her profile and add her. - Toby is now added to your pipeline and marked as uncontacted. This process ensures that you can include candidates who might not have appeared in your initial search results but are still valuable potential hires. ## [Manage candidates with recruiting tools](https://www.linkedin.com/learning/learning-linkedin-recruiter-22854115/manage-candidates-with-recruiting-tools-25019732?resume=false) ### Available recruiting tools: 1. **Notes:** - Add important information about candidates, such as interactions, thoughts on their fit for the role, or follow-up actions needed. Notes can be shared with your project team or organization. 2. **Reminders:** - Set reminders to follow up with candidates at a later date, ensuring you don't miss any important tasks. 3. **Links:** - Attach relevant URLs to a candidate's profile, such as their portfolio, personal website, or other pertinent resources. 4. **Tags:** - Use keywords or phrases to categorize and organize candidates based on specific criteria. Tags help you quickly find and manage candidates. These tools help you stay organized, maintain clear communication with your team, and ensure a smoother, more efficient recruitment process. ### How to Use These Tools: 1. **Accessing Tools:** - Select a candidate from your pipeline. - Click on "Recruiting Tools" in the upper right of their profile card. 2. **Adding Notes:** - Click on "Notes" and type your message. - Decide who can see the note (just you, your project team, or your entire organization). - Click "Add" to save the note. 3. **Setting Reminders:** - Click on "Reminders" and type your reminder message. - Schedule the reminder for a specific date. - Click "Add" to save the reminder. 4. **Adding Links:** - Click on "Links" and paste the URL you want to attach. - Click "Done" to save the link. 5. **Using Tags:** - Click on "Tags" to see available tags. - Select the appropriate tags to categorize the candidate. ### Bulk Actions: You can also apply notes, tags, and other actions to multiple candidates at once by selecting several profiles in your pipeline and using the tools in bulk. ## [Share candidate profiles for feedback and decisions](https://www.linkedin.com/learning/learning-linkedin-recruiter-22854115/share-candidate-profiles-for-feedback-and-decisions-25022200?resume=false) This process helps you make more informed hiring decisions by involving your team and gathering their insights. ### Steps to share candidates and get feedback 1. **Find the Candidate:** - Navigate to the candidate's profile you want to share. 2. **Share for Review:** - Click on the three-dot icon next to the candidate's name. - Select "Share for Review." 3. **Choose a Teammate:** - Type in the name of the teammate you want to share the profile with. - An auto-generated message will appear, which you can customize if needed. 4. **Send the Profile:** - Click "Share" to send the profile to your teammate. 5. **View Feedback:** - Your teammate can provide feedback, which will appear under the candidate's profile. - You can also see all feedback in the "Feedback" tab on your Recruiter Homepage. ### Why This is Important: - **Collaboration:** Sharing profiles allows your team to provide input, leading to better hiring decisions. - **Transparency:** Keeps everyone on the same page and ensures diverse viewpoints are considered.