The Candidates tab on a job shows all candidates linked to that role, organized
by stage. It gives you a clear overview of progress and lets you manage every step of
the hiring process.
Access a job’s pipeline
In Spott, go to Jobs, open the job, and click the Candidates tab.
Pipeline stages
Candidates move through your pipeline stages, for example Sourced, Engaged,
Interview, Presented, and Placed. The stages are fully customizable from
Settings → Stages. Stages are set workspace-wide, not per job, so a change
applies to every job that uses that pipeline.
Add a candidate to the pipeline
Click the + on any stage column to add a candidate directly to that stage. Search
for an existing candidate, or use Upload CV to create one on the spot, then click
Add to job.
Two views
- Board view: a Kanban-style board with drag and drop.
- List view: a table that is sortable and filterable.
In board view, click the number at the top of a column to cycle what it counts:
all candidates, in-process, or rejected.
Candidate cards
Each candidate appears as a card showing their name and role, plus quick actions for
notes, the latest CV, tasks, communication, and opening the full profile. Drag and
drop cards to move candidates between stages, or drop them on the rejected group to
reject them.
A card shows what you tell it to. Open the View settings column and add the
fields and shortcuts you want on the card, so the information you check on every
candidate is there without opening anything. See
using views.
One of the fields you can add is whether the candidate is currently published on the
Company Portal. It is available in both board and list
view, so you can see at a glance who the client can already see and who is still
internal, without opening the portal tab to check.
Clicking a card
Clicking a candidate’s card opens their application for this job, which is where
the day-to-day work happens:
- Quick actions for the next step on this candidate
- The activity feed, so you can see everything that has happened on the
application in one place
- The internal thread, for the conversation your team has about this candidate
without it leaving Spott
See the application record for the full tour, including what
the three interview buttons do.
Rejected and placed cards
A card carries its outcome. Rejected candidates move to the Rejected group with a
red header saying who rejected them, and a placed candidate turns green.
You do not need to create a rejected stage. Rejection is handled across the
stages in Spott, so you keep track of which step of the process a candidate was
rejected at. Reject them from the stage they are in, rather than moving them forward
first, and your stage-conversion reporting stays accurate. To reverse a rejection,
open the application and bring the candidate back into the pipeline.
Bulk actions
Select multiple candidates with the checkboxes to act on them at once: move to a
stage, change label, reject, present, enroll in a campaign, add to another job or a
list, send an email, or publish them to the
Company Portal.
Take someone off a job without rejecting them
A candidate added to the wrong job should not be rejected, because a rejection is a real
outcome and it stays in the reporting. Select them in the pipeline and use the three
dots to remove them from the job instead. The candidate keeps their record and their
history, and the job loses an application that never should have been there.
Filters and search
Use the search bar (Boolean queries supported) or filters to quickly find candidates
in the pipeline by name, company, or other attributes. 
