Purpose

Convert qualified community prospects into active candidates by inviting them to apply or saving them directly to an open requisition.

Overview

A community keeps prospects warm and engaged, but real hiring outcomes happen inside a position's pipeline. Moving prospects from a community to a position is how recruiters turn nurtured interest into active candidates, either by inviting them to apply through a personalized email with a direct apply link, or by saving them directly to an open requisition. Choosing the right path ensures every engaged prospect lands in the hiring workflow ready to be screened, interviewed, and progressed.

Required Permissions

Note: You also need the appropriate position permissions to add or invite candidates to the target requisition.

Before you begin

• Confirm the position you want to move prospects to is open and visible in your account.
• Ensure the community has prospects ready to move forward, typically those who have engaged with outreach or completed screening.
• Confirm you have the required position permissions to add or invite candidates to the target requisition.

Choose the right path

• Use Invite to Apply when you want the prospect to actively express interest by clicking through and applying to the role. This works best for warm but not yet committed prospects, since their application reflects clear intent.
• Use Save to Position when the prospect is already qualified and you want them directly in the requisition's pipeline without requiring them to re-apply. This works best after a successful screen or for prospects you're sponsoring into a hiring process.
• Use Add to ATS action when the prospect’s candidature is already processed and is ready to move to a hiring stage

Invite prospects to apply

Send a personalized email with a direct apply link to the selected position.

1. Open the community and filter the list to the prospects you want to invite.
2. Select prospects (single or bulk).
3. Click Invite for a position (or your organization's custom action name) in the workflow action bar to open the email editor.
4. In the email wizard, locate the requisition dropdown and select the open requisition.
5. Choose an email template. Position-specific variables populate dynamically based on the selected requisition:
   1. {{positionTitle}}: title of the selected requisition.
   2. {{positionApplyUrl}}: unique tracking link for that specific job.
   3. {{positionLocation}}: location of the role.
6. Preview the message and confirm all variables have resolved correctly.
7. Click Send.

The prospects receive a personalized email with a direct link to apply. Once they apply, they appear in the position's Contact tab and enter the standard hiring pipeline.

Save prospects directly to a position

Attach prospects to a position without requiring them to apply.

1. Open the community and filter the list to the prospects you want to move forward.
2. Select prospects (single or bulk).
3. Click the Save to Another Pipeline action (or your organization's equivalent label) in the action bar.
4. Search for and select the target position.
5. Click Confirm.

The selected prospects now appear in the position pipeline saved candidates view, ready for the standard hiring workflow.

Add prospects to ATS

Move prospects to hiring stage in ATS without requiring them to apply

1. Open the community and filter the list to the prospects you want to move forward.
2. Select prospects (single or bulk).
3. Click the Add to ATS action (or your organization's equivalent label) in the action bar.
4. Search for and select the target position.
5. Click Confirm.

The selected prospects appear in the relevant hiring stage.

Track prospects conversion

• Open the target position and review prospects in its Contact tab and pipeline stages.
• In the community, use the In Pipeline view to see every prospect that has been moved to a position and how they're progressing.