Everyone on a hiring team looks at a pipeline differently. A recruiter might want to see evaluation scores and upcoming events at a glance, while a hiring manager might only care about a few stages. You can tailor the pipeline view to fit the way you work, without changing anything for your teammates.
Note: Your pipeline view settings are saved in your browser. They apply only to you, and you’ll need to set them up again if you switch to a different browser or device.
Choose what your candidate cards show
Each candidate card in the pipeline can show extra details, like evaluation scores, tags, or the number of notes. Pick the details that matter most to you.
Open a job and go to its Pipeline. In the top-right corner, click the Adjust pipeline button, which is the list icon with a plus sign to the right of the sort button. Then select or clear the checkbox next to each detail you want to show or hide. Your cards update right away, and your choices apply to all your job pipelines.
You can show or hide:
Profile created
Evaluation score
Skill evaluation
Screening score
Notes
Tasks
Upcoming events
Overdue
Work location
Tags
Integrations
Last activity
Social media
The candidate’s Name is always shown, so you can’t clear it.
Note: Some options only appear if the related feature is available in your company, for example Skill evaluation, Screening score, and Overdue.
Tip: Tags, Last activity, and Social media are hidden by default. Turn on Tags if your team uses them to flag candidates, so you can spot them without opening each profile.
Collapse the stages you don’t need
If you’re not working on every stage, collapse the ones you don’t need to give the others more room.
Move your cursor over the name of the stage and click the arrow button that appears next to the candidate count. The stage shrinks to a narrow column that still shows its name and candidate count. To expand it again, click anywhere on the collapsed column.
Note: Collapsed stages are remembered for each job separately. You can still drag a candidate onto a collapsed stage, and they’re added to the bottom of that stage.
Sort the candidates in each stage
By default, candidates appear in each stage in the order your team placed them. To sort them differently, click the sort button in the top-right corner of the pipeline and choose an option under Sort by:
Name
Evaluation score
Screening score
Date created
New
Overdue
To reverse the order, click the same option again. The candidates in every stage are sorted the same way, and Evaluation score starts with the highest-rated candidates first. To go back to the default order, click the sort button and choose None.
Note: Screening score comes from the Screening Assistant. Use it to organize candidates, and review each candidate’s profile before you make a decision.
Note: While a sort is active, you can’t drag candidates up or down within a stage, but you can still move them to another stage. Your sort choice is saved in your browser and applies to all your job pipelines.
Switch between qualified and disqualified candidates
The pipeline shows your qualified candidates by default. To see the candidates you’ve disqualified, click Disqualified in the top-left corner of the pipeline. Click Qualified to switch back. The number on each tab shows how many candidates are in that group.
How teams use the pipeline view
Here are two ways teams set up the pipeline view to fit their role.
Focus on the final interview rounds
Tom is the hiring manager for a sales role. He only gets involved once candidates reach the interview stages, so he collapses Applied and Screening. He sorts by Evaluation score to see the candidates with the highest evaluation scores at the top, and turns on Upcoming events so he can see who he’s meeting this week.
Keep on top of overdue candidates
Priya manages 12 open jobs. She turns on Overdue and Tasks on her candidate cards and sorts by Overdue, so the candidates who’ve waited too long in a stage are always the first thing she sees.
Frequently asked questions
Will my changes affect how my teammates see the pipeline?
No. Your card details, collapsed stages, and sorting are saved only in your own browser.
Why did my settings disappear?
Your settings are stored in your browser. If you clear your browser data, or switch to another browser or device, you’ll need to set them up again.
Why can’t I reorder candidates within a stage?
You probably have a sort active. Click the sort button and choose None to reorder candidates manually again.