Reviewing applicants

Managing Candidates

Effectively managing your candidate pipeline is key to hiring success. This guide covers how to find, sort, and take action on candidates within FactoryFix.

Navigating Your Job Pipelines

  1. Start in the Manage Jobs tab, which displays all your job postings.
  2. Click on a job to view its specific candidate pipeline. You can see the number of candidates in each stage directly from the job list.
Select a job to view its candidate pipeline

Understanding Pipeline Stages

  • New: Where all new applicants and manually added candidates land. If automated screening is on, your AI recruiter engages them here.
  • Engaged: Candidates who have successfully completed the AI recruiter's screening conversation. This is your primary queue of vetted candidates to review.
  • Outreach: Passive candidates your AI recruiter has contacted but who have not yet completed the initial screening.
  • Reviewed, Interview, Offer, Hired: Manual stages to track candidates through your hiring process. Keeping these updated is crucial for accurate analytics.
  • Rejected: For candidates who are not moving forward.

Filtering and Sorting Candidates

Once inside a job's pipeline, use these tools to find the most relevant candidates quickly:

  • Filter by Stage: Click on the stage names (New, Engaged, etc.) at the top to focus on that group.
  • Sort Candidates: Use the dropdown menu to sort applicants by:
    • Most recent message
    • Applicant score (the AI recruiter's 1-5 star rating)
    • Date of application
  • Quick Filters: Check the boxes for "My conversations" (to see only candidates you've messaged) or "Unreads only" (to see conversations needing a reply).

Sorting and filtering options within a job pipeline

Updating Candidate Status

Keep your pipeline organized by updating candidate statuses as they progress.

  • Individually: From a candidate's profile, use the status dropdown in the top right corner to move them to a new stage.
  • In Bulk: From the pipeline list, select multiple candidates using the checkboxes. A bulk actions menu will appear, allowing you to move them all to a new stage at once (e.g., move all to "Reviewed" or "Rejected").

Updating a candidate's stage in bulk

Finding Any Candidate Quickly

Need to find someone regardless of what job they applied to? Use the Candidate Archive (accessible from the left navigation menu) to search your entire candidate database by name, email, or phone number.

Related articles