Track client requirements and your pipeline

Requirements is a free workspace for each client role you are filling: the candidates on it, their stage, notes and tags.

Add a requirement

1. Open Requirements from the menu.
2. Open Add a requirement.
3. Fill in Client and Role (both required), then Openings and CTC band.
4. Optionally add Job role, Skills, Location, Notes and Tags (separated by commas).
5. Click Add requirement.

Put candidates on it

• On the requirement, use Add a candidate: type the name of one of your own or unlocked candidates, click Find, then Add.
• From an unlocked candidate's profile, open Add to a requirement and click Add.
• When you book an expert interview, choose the requirement in For requirement; the candidate is added at Screening, including guests.

Move candidates through stages

1. On each candidate's card, choose a Stage: Sourced, Screening, Submitted to client, Client interview, Offered, Placed or Dropped.
2. Add a Note and Tags if you like.
3. Click Save.
4. Click Take off to remove someone from the requirement.

Good to know

• Edit the requirement under Details and set its Status to Open, On hold or Closed.
• Click Export CSV to download the requirement's candidates.
• Pool candidates can be added only after you unlock them.