Using Stage View to manage candidates

1. Click the  Recruitment menu.
2. Click the Recruitment submenu.
3. Click the Jobs tab.
4. Click on the job role you want to view.
5. Click the Stage View toggle button to switch from Board View.
   
    

1. In Stage View, locate the stage tabs at the top of the page (e.g., New, In Review, Phone Screen, Assessment, Interview, Background Check).
2. Click on the stage tab you want to view.
3. The candidate list will update to show only candidates in that specific stage.
4. The number next to each stage tab indicates how many candidates are in that stage.
    

1. In Stage View, click on any candidate in the list.
2. The candidate profile will open in a panel on the right side of the screen.
3. The candidate list remains visible on the left, allowing you to easily switch between candidates.
    

1. Locate the Search by name or email field at the top of the candidate list.
   
2. Type the candidate's name or email address into the search field.
3. The candidate list will filter in real-time to show matching results.
4. Clear the search field to return to viewing all candidates in the current stage.
    

Each candidate in the list displays their candidate matching score, making it easy to identify the best-matched candidates at a glance.

1. Look for the circular badge on each candidate row showing their match percentage (e.g., 100, 71, 35).
2. Click on the candidate to open their full profile and see detailed breakdowns for Experience, Skills, and Qualifications.
    

When you click on a candidate, the Action Toolbar is located at the top of the candidate profile panel and provides quick access to essential actions.

Available actions in the Action Toolbar:

• Notes: Add internal notes about the candidate. Clicking this opens the Action Pane.
• Activity Log: View all actions taken on this candidate.
• Email: Send emails directly to the candidate. Clicking this opens the Action Pane.
• Direct Message: Send direct messages to the candidate. Clicking this opens the Action Pane.
• Event Scheduling: Schedule interviews or meetings (integrates with Google Meet and Microsoft Teams). Clicking this opens the Action Pane.
• Evaluations: Complete evaluation forms and assessments.
  

1. In Stage View, click on a candidate to open their profile in the right panel.
2. Click the Move to dropdown button at the top of the profile panel.
   
3. Select the stage you want to move the candidate to from the dropdown menu.
4. The candidate will be moved to the selected stage immediately.
    

Bulk actions allow you to perform the same action on multiple candidates simultaneously, saving time when managing large candidate pools.

1. In the candidate list, check the boxes next to the candidates you want to select.
2. Alternatively, check the Select all box to select all candidates in the current stage.
3. Click the Bulk actions button that appears.
   
4. Select the action you want to perform on all selected candidates.
    

You can add candidates to a job directly from Stage View, either one at a time or in bulk.

1. Click the add candidate icon at the top right of the page.
   
2. Choose between:
   • Manually add a candidate: Add a single candidate by entering their details or autofill using their resume.
   • Bulk upload CVs: Add multiple candidates at once by uploading their resumes.

Additional actions are available through the three-dot menu in the candidate profile panel.

1. Open a candidate profile by clicking on their name in the list.
2. Click the three-dot menu icon at the top right of the profile panel.
3. Select from available actions:
   • Edit candidate: Modify candidate information.
   • Move to job: Transfer the candidate to a different job opening.
   • Add to talent pool: Save the candidate for future opportunities.
   • Send screening questions reminder: Remind candidates to complete screening questions.
   • Block: Block the candidate from applying to future roles. You can also Unblock from here, once you have blocked a candidate.
   • Delete from job: Remove the candidate from this specific job.

Each candidate row in the Stage View list displays:

• Selection checkbox: For selecting candidates for bulk actions
• Candidate name
• candidate matching score: A circular badge showing the match percentage
• Application source: Where the candidate applied from (e.g., "Via Employment Hero")
• Time stamp: How long ago they applied or were last updated (e.g., "Sourced 9 days ago")
• Tags: Any special tags such as status indicators

Stage View displays all stages in your hiring process as tabs at the top of the page. Common stages include:

• New: Recently applied candidates
• In Review: Candidates being actively reviewed
• Phone Screen: Candidates scheduled for or completed phone screening
• Assessment: Candidates completing assessments or AI interviews
• Interview: Candidates in the interview stage
• Background Check: Candidates undergoing background verification
• Hired: Successfully hired candidates

Each tab displays a number indicating how many candidates are currently in that stage.

Stage View respects all hiring permissions set for your organisation:

• Collaborators and Hiring Managers: Users will only see the stages and candidates they have permission to access. Other candidates will not be displayed.
• Blind Hiring: If blind hiring is enabled for the "New" stage, candidate names will be concealed in Stage View until they are moved to a different stage.

Yes, Stage View is optimised for managing jobs with large numbers of candidates, particularly those exceeding 200 candidates.

• The list-based format allows you to efficiently scroll through and manage hundreds of candidates without performance issues.
• Stage tabs help you focus on one stage at a time, reducing visual clutter when dealing with large applicant pools.
• Bulk actions in Stage View make it easy to process multiple candidates simultaneously.

Use Stage View when:

• You're managing jobs with more than 200 candidates
• You want to focus on one stage at a time with detailed list information
• You need to use bulk actions to process multiple candidates efficiently
• You prefer a traditional list-based workflow

Use Board View when:

• You want a visual overview of your entire hiring pipeline at once
• You need to quickly move candidates between stages using drag and drop
• You're managing jobs with fewer than 200 candidates
• You prefer a visual, column-based workflow

1. While in Stage View, click the Board View toggle button.
2. The view will switch to show all candidates across all stages in a visual, column-based format.
3. Your preference will be saved for future sessions.