The Pipeline page

Pipeline in the sidebar is the workspace-wide view of every application — each candidate on each job — across your whole desk. Where a job's Pipeline tab shows one role, this page shows the business.

The list

Each row is an application. The default table separates Company and Job and includes Candidate, Stage, Status, Match, Submitted, Updated and Recruiter; Offer, Outcome, Application Source, Job owner and Added to Pipeline are available as additional columns. Use the search box and the Stage and Status filters to slice it — Stage follows your workspace stages, while Status separates active, placed, rejected and withdrawn applications. For a chase list of submissions waiting on the client, see the dashboard's Follow up on client feedback queue (see Understanding the dashboard).

The page opens on active applications — the work still in play — through a Status filter you can remove. Placed, rejected and withdrawn applications are one Status filter, or one saved view, away.

Switch the view to a Board to see applications across all jobs by stage, with a Placed column. Dragging works as on a job's board, including the place, reject and email dialogs (see Pipeline stages & moving candidates). Group by job splits the board by job, and Show rejected / withdrawn in the board's settings shows closed applications greyed out in the stage they reached.

Updating several applications

1. Filter the list to the applications you want to work, then select their row checkboxes.
2. Choose Move to stage in the selection toolbar and select the destination stage.
3. To close several applications with the same reason, choose Reject, complete the reason dialog and confirm. Use separate selections when candidates need different reasons.
4. Read the result message. If a colleague changed an application or another update could not be saved, review the affected records before retrying.

A successful bulk stage move offers Undo for 10 seconds in the result message. If you miss it, move the affected applications back to their previous stages individually.

Submitted tracking

In Settings → Jobs & pipeline, one stage is marked Submitted from this stage. When a candidate reaches that stage — or any stage after it — Kepler stamps the application's submitted date, which is what the Submitted column and the delivery funnel read. See Customising pipeline stages.

The application drawer

Open an application to go to its job page, where the application drawer lets you work it:

• Stage — move the candidate through your process.
• Offer — capture offer details as the negotiation progresses.
• Mark as placed… — record the win and create the placement.
• Reject / Withdraw… — close it out with a reason; Reopen in pipeline if circumstances change. See Recording outcomes.
• Tasks — add and complete follow-ups inline.

Working it to a decision

1. Submit — move the candidate into your submitted stage when the CV goes out; the submitted date stamps automatically.
2. Log feedback — record the client's response in notes and move the stage accordingly.
3. Track the offer — when an offer emerges, keep the offer details current through negotiation.
4. Close it out — accepted offers become a placement; declined ones get an outcome and reason for the post-mortem.

Where else applications appear

• Job → Pipeline — the board and table for one role.
• Candidate → Pipeline — every job pipeline this person belongs to, including applications not yet submitted.
• Company → Applications — every application linked to the client, not only candidates already sent to them; use Submitted or Stage to pick out actual submissions.
• Dashboard & Reports — the delivery funnel reads submitted dates and outcomes straight from these rows.