This document provides an overview of the Kanban view feature for managing candidate pipelines, in addition to the existing list view. The Kanban view offers a visual and intuitive way to organize, track, and manage candidate progress within your recruitment process.

Getting Started

The pipeline kanban view is a way to view applicant records displayed in the kanban board format. The kanban board may span the entire workflow, covering all stages present in the stage workflow.

Steps to set up a Kanban view

Kanban views show records in a graphical way that helps you monitor the recruitment pipeline and keep deals moving ahead.

• On Eightfold’s Talent Acquisition platform, open a position pipeline and open the Applicants tab. This is where users can see the kanban view.
• Users have the option to switch between List and Kanban view beside the search icon.
• Click on the kanban icon to see the Kanban view. This will switch your view from the standard list format to the new Kanban layout.

Limitations of the applicants Kanban view

• Currently it is only available on Position pipeline > Applicant’s tab.

Working with the Kanban view

Following are the main features of kanban view:

• Explore columns: In the Kanban view, users see columns representing different stages of your recruitment process (for example, New, Screening, Interview, Offer, and so on). Each column will contain candidate cards.
• Columns alignment: Depending on your workflow, any changes made to the recruitment stages will reflect on kanban view automatically to match your recruitment stages. This ensures the Kanban view aligns perfectly with your process.
• Interaction with cards: Click on a candidate card to see candidate profile in inline view. Candidate card has basic view, hover view and expanded view.
• Filters: Narrow the records you want to focus on by searching and filtering a kanban view, and view records by Views, ATS Stage, Match Score, Highlights and additional filters.
• Drag and drop: Candidate cards can be moved between columns as candidates progress through the pipeline. To move a candidate from one stage to another, simply click and drag the candidate card from its current column to the desired column. This reflects their progress in the recruitment process.
• Edit/update: Update candidate records by dragging, or edit a card without leaving the kanban view.
• Sorting logic: The candidate cards in each column will be sorted as per the sort applied to list view.
• Feedback and Evaluation: On each candidate card, users are allowed to share the feedback form and track the feedback status.

Card details

Each candidate is represented by a card on the board. Each candidate card has the candidate name, position, and other relevant information on the card.

The candidate card contains following items similar to the columns in listview:

• Candidate name: Displays candidate’s name
• Previous position and company name
• Match score: Displays candidate’s match score
• Current stage: Displays the candidate’s current stage
• Action items:
  • Star: Mark the candidate card as favorite to enable quick access in future.
  • Select checkbox: Select the candidate for further action.
  • Share: Attach feedback form, choose the people you want to share with and send.
  • Contact (Email, SMS, WhatsApp): Contact the candidate through email, SMS and WhatsApp.
  • Schedule (Request to Schedule and Schedule a Meeting): Schedule a meeting with the candidate
  • Reject: Enter rejection reason and send the rejection email.

• The following tags are available:
  • Awaiting Feedback
  • Feedback Received
• Rest of the details like application time, latest activity, recruiter details, feedback appears on the expanded view of the card.

Click on the card to open in inline view.

Conclusion

In conclusion, a Kanban board for the pipeline is a valuable tool that transforms the recruitment process. Its visual clarity, reduction of bottlenecks, and support for continuous improvement significantly enhances the recruitment efforts.