Understanding your Pipeline
Managing candidate CVs
Adding a CV When a candidate applies for a job, the CV they applied with is automatically uploaded to their profile, where a preview of it can be found in the Profile tab. To replace this CV: Click on the candidate's name in the pipeline or ...
Customising your pipeline
eyrecruit provides a standard recruitment pipeline to get you started, but you're able to customise it at any time. In the top right, click on > Global Settings. Go to Recruitment. Changing the order of stages Click and drag stages up and down the ...
Using the search function in eyrecruit
In eyrecruit, in the top right corner, is a search bar that you can use to search across all candidates and jobs saved on the eyrecruit system. Click on the search bar so that it expands. Start typing in what you’re looking for. If something matches ...
Using bulk actions on your pipeline
Moving multiple candidates between stages On your pipeline, hover over a candidate name to bring up a checkbox. Click it to select that candidate. Do the same for all candidates you want to select. A menu will appear in the top left. Click on Move ...
Moving candidates through the pipeline
When a candidate applies, their profile is automatically added to the Applied stage of the pipeline. You can move a candidate through the pipeline by dragging and dropping their profile to another stage. Alternatively, you can move a candidate ...
Using substages
Sub-stages are a way of further organising your candidates without crowding your pipeline with extra stages. They can be used to keep track of how much progress has been made with that candidate within the larger stage. You are able to add/edit ...
Navigating your pipeline
The Pipeline tab in eyrecruit is where you can see all your candidates for all your active jobs and at which stage each of them are in the recruitment process. The purpose of the pipeline is primarily to present job and candidate information in a way ...