S Skillsheet Docs

Managing Your Hiring Pipeline

The Pipeline page gives you a visual, stage-based view of every candidate you are actively evaluating. It is designed to keep your hiring process organized and your team aligned.

Pipeline Stages

Every candidate in your pipeline moves through a defined set of stages:

  1. New — The candidate has been added to the pipeline but no action has been taken yet.
  2. Screening — You are reviewing the candidate’s profile, resume, or initial assessment.
  3. Interview — The candidate has been scheduled for or has completed an interview.
  4. Offer — An offer has been extended to the candidate.
  5. Hired — The candidate has accepted the offer.
  6. Rejected — The candidate has been removed from consideration at any stage.

Each stage is displayed as a column on the Pipeline page, with candidate cards arranged within each column.

Adding Candidates to Your Pipeline

There are several ways to add candidates to your pipeline:

  • From Search — Click the Add to Pipeline button on any candidate card or profile page. Select the position and the initial stage.
  • From Agentic Sourcing — When you accept an AI-suggested candidate, they are automatically added to the pipeline.
  • Manually — Click the + Add Candidate button at the top of the Pipeline page to add a candidate by name or email.
  • From Lists — Select candidates in a list and use Bulk Actions > Add to Pipeline.

When adding a candidate, you will be prompted to choose which position the candidate is being considered for.

Moving Candidates Between Stages

Drag and Drop

The most intuitive way to move candidates is drag and drop. Click and hold a candidate card, then drag it to the desired stage column.

Click to Move

If you prefer a more precise method:

  1. Click on a candidate card to open their pipeline detail view.
  2. Click the Move to Stage dropdown.
  3. Select the new stage.
  4. Optionally add a note explaining the move.

Both methods log the stage change in the candidate’s activity history.

Activity Tracking

Every action taken on a candidate in the pipeline is automatically logged in their Activity Feed:

  • Stage changes (with timestamps and the team member who made the change)
  • Emails sent and received
  • Interview scheduling events
  • Notes and comments added by team members
  • Data enrichment actions

To view a candidate’s full activity history, click on their card in the pipeline and scroll to the Activity tab.

Filtering and Sorting the Pipeline

Use the toolbar above the pipeline to filter and sort candidates:

  • Filter by position — Show only candidates for a specific open role.
  • Filter by stage — Focus on a single stage (e.g., only show the Interview column).
  • Filter by date added — Narrow results to candidates added within a time range.
  • Filter by tag — Show only candidates with specific tags.
  • Sort by — Sort candidates within each column by date added, match score, or name.

Filters persist during your session and can be cleared with the Reset button.

Bulk Actions

Select multiple candidates using the checkboxes on their cards, then use the Bulk Actions menu:

  • Move to Stage — Move all selected candidates to a chosen stage at once.
  • Send Email — Open the bulk email composer with selected candidates as recipients.
  • Add Tags — Apply one or more tags to all selected candidates.
  • Remove from Pipeline — Remove selected candidates from the pipeline entirely.

Bulk actions are useful when processing a batch of candidates after a screening round or interview day.

Application Notes and Internal Comments

Keep your team informed by adding notes to any candidate in the pipeline:

  1. Click on a candidate card to open their detail view.
  2. Navigate to the Notes tab.
  3. Type your note and click Add Note.

Notes support basic formatting (bold, italic, bullet points). All notes are visible to team members who have access to the pipeline.

Tagging Team Members

You can mention a colleague in a note by typing @ followed by their name. They will receive a notification about the mention.

Pipeline Analytics

The Analytics tab at the top of the Pipeline page provides insights into your hiring funnel:

  • Stage conversion rates — See what percentage of candidates move from one stage to the next.
  • Time in stage — Track how long candidates spend in each stage on average.
  • Pipeline velocity — Measure how quickly candidates move through your entire pipeline.
  • Source breakdown — See where your pipeline candidates originated (search, agentic sourcing, manual entry).

Use these metrics to identify bottlenecks and optimize your hiring process.

Best Practices

  • Keep stages current. Move candidates promptly so your pipeline reflects reality.
  • Add notes after every interaction. This helps teammates pick up context quickly.
  • Use tags consistently. Agree on a tagging convention with your team (e.g., “strong-yes,” “needs-technical-screen”).
  • Review analytics weekly. Look for stages where candidates stall and address the root cause.
  • Archive completed positions. Once a role is filled, archive the position to keep your active pipeline clean.