Sharing progress with a client or hiring manager
A role’s Client share link is a read-only page of its progress: candidate names, stages and days in process, with nothing internal. It lasts 90 days. To introduce one person, use Presentation on their profile and choose what to include.
Share a role’s pipeline#
Step 1: Open the role.
Step 2: Choose Client share link and copy it. At an agency, All {client} roles shares every open role of that client on one page.
Step 3: Send it however you like.
The page shows your workspace’s name and “Hiring update”, counts of candidates, those in process, interviews completed and hires, the active pipeline by stage, and a table of each candidate’s name, role, stage and days in process.
| Shown | Never shown |
|---|---|
| Candidate names, roles and stages | Notes and scorecards |
| Days in process | Emails and compensation |
| Counts by stage | Sources, and who on your team did what |
Links last 90 days; the dialog shows when it ends. Copy the link again while it has a month or more left and you get the same one.
Present one candidate#
On a candidate’s profile, choose Presentation and pick the sections to share. Their email and phone are off unless you turn them on. Notes, transcripts, scorecards and pay are never included.
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