Navigating the Candidate/Kanban Board

1. Open a job to access its candidate Kanban board 0:00

Go to Jobs and click on any job.
You will be taken directly to that job’s Kanban board.
This board shows all candidates currently in the pipeline for that role.
The overall layout is similar to the older dashboard, so the main workflow should feel familiar.

2. Understand the default pipeline stages 0:20

The board includes the familiar Prospects and Invitations columns.
You will also see any assessment stages that have been configured for the job.
Example: if the job only has a voice assessment / AI interview, that stage will appear on the board.
Any additional hiring stages you add will also appear here automatically.

3. Add or edit hiring stages to customize the pipeline 0:37

Click Edit Job and go to Hiring Stages.
Add a new stage such as a psychometric test or another assessment/interview round.
Save/update the hiring stages.
Return to View Candidates and the new stage will now appear in the Kanban board.

4. Invite candidates into the pipeline 0:59

Use the plus icon to add candidates manually.
You can also drag and drop resumes into the board.
Another option is to upload a CSV file to invite multiple candidates at once.
Once invited, candidates begin completing the configured assessments and move through the pipeline stages.

5. Move candidates based on assessment results 1:18

Candidates will appear in stages such as:
- Hiring Manager
- Voice Assessment
- Psychometric Assessment
As they complete each round, their scores become available.
Use those scores to move candidates into Good Fit or Poor Fit stages.
You can also add new stages for additional review or decision points.

6. Schedule interviews automatically for human interview stages 1:29

If a stage is a human interview round, you can configure it to automatically schedule a meeting.
This helps streamline the process when a candidate is moved into that stage.
The scheduling can happen as part of the stage workflow.

7. Use filters to narrow down candidates 1:43

Open the Filters panel to refine the candidate list.
You can filter by:
- Application form questions
- Resume data automatically extracted from candidate resumes
- Assessment scores
- Plagiarism scores
- Proctoring violations
Example: filter candidates by a specific voice assessment score and plagiarism percentage.

8. Review application form questions as filter criteria 2:00

If your hiring stages include a pre-screening form, its questions become filter options.
Example questions shown in the video include:
- Years of total experience
- Willingness to work remotely
- University attended
These questions can be used to quickly identify candidates who match your criteria.

9. Clear filters when needed 2:36

10. Bulk-manage candidates from the board 2:47

You can multi-select candidates on the board.
Bulk actions include:
- Moving candidates to another stage
- Moving candidates to the Reject stage
- Deleting candidates permanently
This makes it easy to manage multiple candidates at once.

11. Manage invitation-stage candidates 3:03

If candidates are still in the Invitations column, you can:
- Resend the invitation
- Revoke the invitation
These actions help you control who still has access to complete the process.

12. View detailed candidate profiles for full context 3:18

On the candidate profile or interview page, you can review:
- The candidate’s application form responses
- Any completed language proficiency tests
- Voice assessments
- Generalist assessments
A separate video covers the candidate profile page in more depth.

13. Key takeaway: the board supports filtering, scoring, and stage movement 3:44

The new Kanban board lets you: