Candidate pipeline email report

The candidate pipeline email report helps keep your team informed during the hiring process by quickly creating a snapshot of your interview pipeline as a compiled update for your team.

When you've integrated the candidate pipeline email report into your workflow, you can compile the basic information from jobs into a template that can fine-tuned to include firsthand information and context about interviews, candidates, or general pipeline health before sending it to the team. 

Candidate pipeline email report

Navigate to Reports > Essential Reports > Candidate Pipeline Email.

Select the jobs you want to include in the emailed report. You can filter this list by different job fields to help quickly select all the jobs for a specific department, office, or hiring manager. When you're finished, click Next.

Select which stages to include in your report. The selected stages will apply to all jobs you selected. For the most informative email, try focusing on states that would be most impactful to get an update.

When finished, click Next.

The email template will display. Adjust the email to add context to the basic pipeline information and keep your team informed. When you're ready, click Send Report.

Best practices

• During job kickoff, work with your hiring managers to set expectations on when they can expect updates about the roles. Sending a snapshot weekly helps cut down on the back-and-forth with the team between updates.
• Focus on sending updates for stages that require additional context and information that may not be obvious in basic pipeline data, like Face-to-Face interviews or Recruiter Screens.
• Add details to the email before sending it to keep hiring teams informed on the full context for candidates and interviews. 
• Because the candidate email report is meant to reflect a snapshot from a specific moment in time, this report cannot be scheduled. For different options for scheduled pipeline reports, check out the essential reports library.