Presenting candidates to your client

Each role has a pipeline with its stages, and you can share it so the client sees the shortlist without PDFs or email threads.

Updated

If you work agency-side, presenting candidates usually means building a PDF, emailing it, and chasing feedback down a thread nobody can find two weeks later. The HeyTalent pipeline exists to skip that step.

A role's pipeline

Under Pipelines you pick a role and its board opens. Each column is a stage of the process:

  • Tray: the inbox: candidates who arrived but that you haven't reviewed yet.
  • To present: the ones you've screened and are going to show the client.
  • Presented: the ones you've already shown.
  • Interview 1, and whatever stages follow in your process.

A role's board, with its stages and the Share pipeline button

Candidates are dragged from column to column as they progress. At the top you have “+ Add candidates” to put people into the pipeline and “Edit view” to arrange the board.

Sharing the pipeline

The “Share pipeline” button is what replaces the PDF: instead of exporting profiles, you give your client access to the view of the candidates you've moved along. The video shows exactly what the client sees and how sharing works.

Only move to To present what you actually want shown, and share once that column is ready. Sharing with a Tray full of unreviewed candidates is the fastest way to get the client screening on your behalf.

Why it beats the PDF

  • The client always sees the current version: move someone a stage along and they see it straight away.
  • No files with candidate data floating around inboxes.
  • You see the whole process for the role on one board, instead of reconstructing it from emails.

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