Managing and Staging Candidates (Video)

Created: Jun 05, 2014 03:31PM PDT      Updated: Dec 07, 2015 03:24PM PST

TalentBin’s built-in CRM functionality can help you manage your candidate pipeline efficiently. In order to help you organize and save time, we use “stages” to classify the status of your candidates.

Here's the default stages in TalentBin (keep in mind, you can always create custom stages):

  • Promising: An initial stage (along with Bad Fit) to move a candidate out of raw search and into your pipeline. As you navigate through your search summary results, you can mark candidates who look like a good fit for the role in question using this stage.

  • Attempting to contact: To note when you have sent a candidate an outreach message through any contact vector. Note: If you have your email integrated in TalentBin, when you reach out to candidate via email, it will automatically change to this stage.

  • In Discussion: To note when a candidate has responded to one of your messages. Note: If you have your email integrated in TalentBin, when a candidate responds to an email it will automatically change to this stage.

  • Phone screen: To note when a candidate has gone through a phone screen.

  • Interview: To note when a candidate has been interviewed.

  • Offered: To note when an offer has been given to the candidate.

  • Hired: To note when a hire was made. Hopefully, you will use this stage often!

  • Future Opportunity: To note when a candidate has replied and informed you that they not currently interested in making a change, but could be open to a change or might be a fit for another role in the future. This stage is useful for quickly identifying prospects for automated drip-marketing campaigns.

  • Bad Fit: The other initial stage to categorize candidates. As you navigate your search results, if you find people that are not a good fit for the req, go ahead and place them into this stage.

  • Not Interested: This is a slightly different stage than Bad Fit, but still is used for Closed Lost opportunities. If a candidate responds to one of your messages and says they are not interested or if they don’t respond at all, use this stage. Note: This stage is set automatically within Automated Follow-Up Campaigns. If a candidate does not respond to your follow-up messages, after the period of time that you determine, it will automatically place the candidate in this stage. If the customer later replies, their staging will be automatically changed to In Discussion.
  • Not Staged: No staging action has been taken yet on this candidate (in the current folder). Please note: Once you add a candidate to any stage in the current folder, you cannot remove the stage and return them to "Not Staged".
  • Hide from all folders: While technically not a stage, this specialized functionality appears at the bottom of the staging actions menu and is useful for hiding any candidate from all existing and future searches. Read more about Hide from all folders.

The recommended best practice is to assign each candidate a stage (usually this will be Promising or Bad Fit) after you run and save a search. This action will increase efficiency in two major ways:


1. Staged candidates will be removed from your search results.


By removing candidates from the search results, we ensure we will not have to repeat the same work for the same req twice. Once you stage a candidate from either the search results page (See Figure 1 below) or the candidate profile page (Figure 2), you will remove them from the search results in that particular folder. This practice will save you lots and lots of time!

If you don’t set the stage for each candidate (or groups of candidates), you’ll continue to see the same candidates again and again for the req you’re working on, kind of like the piece of paper you keep pushing around your desk. File it the first time and move on!

Figure 1: Staging candidates from Search results

Figure 2: Staging candidates from the Candidate Profile Page


2. Staged candidates will be sent to the “Manage” tab in TalentBin.


Within the Manage tab, you will see all of the candidates that you have staged within that particular folder. All potential candidates can be staged to “Promising” and then emailed by clicking into an individual profile.


This tool allows you to stay organized while managing your talent pipeline!


Things to Note:


  • Any profiles that aren't a match for the current req can be marked "Bad Fit" or "Future Opportunity" and will no longer appear in the default stages displayed in the Manage tab for that specific folder. Note: If you create a new folder, the same people you staged in the old folder will appear in the search results.

  • Once you send a “Promising” candidate an initial outreach message, TalentBin will then automatically move candidates to “Attempting to Contact” and, when they reply, TalentBin will automatically move them to the “In Discussion” stage.


See Also

Q​uestions? Thoughts? Either c​ontact your Product Specialist, reach out to us at anytime, or leave a comment below!
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