Workflow View (Kanban Board)

The Workflow View provides a visual, Kanban-style board that organizes candidates by their current stage in the interview process. This view makes it easy to see at a glance where each candidate stands and manage your pipeline efficiently.

What is the Workflow View?

The Workflow View is a new way to visualize your candidate pipeline. Instead of viewing candidates in a traditional table format, the Workflow View displays candidates as cards organized into columns based on their current interview stage. This Kanban-style approach provides an intuitive overview of your entire candidate pipeline.

NEW Feature: The Workflow View is a newly released feature designed to help recruiters manage their candidate pipeline more visually and efficiently.

Accessing the Workflow View

To switch to the Workflow View:

1. Navigate to your agent's candidate list

2. Look for the View Mode Toggle button in the toolbar (next to the filter options)

3. Click the dropdown and select Workflow from the available options

The available view modes are:

View Mode	Description
Table	Traditional list view with sortable columns
Map	Geographic visualization of candidates
Workflow	Kanban-style board organized by interview stage

Understanding the Workflow Board

Column Structure

The Workflow View organizes candidates into columns based on their progress through your interview workflow:

Not Started Column

The Not Started column (gray) contains candidates who have been added to the system but haven't begun any interview steps yet. These candidates may have:

• Been recently ingested via webhook or ATS integration

• Not yet clicked their interview invitation link

• Been added manually but not engaged

Interview Stage Columns

The middle columns (blue) represent each step in your configured interview workflow. Depending on your agent setup, you may see columns for:

• Resume Screen - Candidates currently in the resume screening stage

• SMS Interview - Candidates engaged in SMS-based screening

• Web Interview - Candidates in the voice/video interview stage

• Form Screen - Candidates completing form-based assessments

Candidates appear in the column corresponding to their current active step.

Completed Column

The Completed column (green) shows candidates who have finished all interview steps in your workflow. These candidates are ready for your review and final decision.

Candidate Cards

Each candidate is displayed as a card containing key information at a glance:

Card Information

Each candidate card displays:

• Profile Picture - Candidate's avatar or initials

• Name - Candidate's full name

• Email - Contact email address

• Country Flag - Geographic location indicator (if available)

• Score - Overall match score with visual progress bar

• Last Engaged - Timestamp of most recent activity

• Status Badges - Shortlisted or Dismissed indicators

Card Actions

Click the three-dot menu on any card to access quick actions:

Action	Description
Share Report	Generate a shareable link to the candidate's scorecard
Download Report	Download the candidate's assessment as a PDF
Nudge Candidate	Send a reminder to complete their interview
Enrich Candidate	Enhance candidate profile with additional data
Delete Candidate	Remove candidate from the pipeline (dismissed candidates only)

Selecting Candidates

The Workflow View supports both individual and bulk selection:

Individual Selection

Click the checkbox on any candidate card to select it. Selected candidates can then be acted upon using the bulk actions menu.

Column Selection

Each column header includes a checkbox that allows you to select all candidates in that column at once. This is useful when you want to perform bulk actions on all candidates at a specific stage.

Bulk Actions

Once candidates are selected, use the Actions dropdown in the toolbar to:

• Blast - Send bulk communications (email, SMS, or phone)

• Nudge - Send reminders to complete interviews

• Shortlist - Mark selected candidates as qualified

• Dismiss - Remove candidates from consideration

• Enrich - Enhance profiles with additional data

Navigating to Candidate Profiles

Click anywhere on a candidate card (except the checkbox or menu) to open their full profile and detailed scorecard. This allows you to:

• Review complete interview transcripts

• Analyze communication patterns

• View detailed scoring breakdowns

• Access recordings and attachments

Best Practices

Daily Pipeline Review

Use the Workflow View for your daily pipeline review:

1. Check the Not Started column - Follow up with candidates who haven't begun

2. Monitor active stages - Identify candidates who may be stuck

3. Review Completed candidates - Make timely decisions on finished interviews

Prioritizing High-Value Candidates

The score displayed on each card helps you quickly identify top performers:

• Green scores (70%+) - High-potential candidates to prioritize

• Amber scores (30-69%) - Candidates worth reviewing

• Red scores (<30%) - May need additional screening or dismissal

Managing Large Pipelines

For agents with many candidates:

• Use the column counts to understand pipeline distribution

• Scroll horizontally to view all workflow stages

• Combine with filters to focus on specific candidate segments

• Use bulk selection to efficiently process groups of candidates

Workflow View vs Table View

Feature	Workflow View	Table View
Visual Overview	Excellent - see pipeline at a glance	Limited - requires scrolling
Stage Tracking	Columns show exact stage	Status column shows progress
Bulk Selection	By column or individual	By row selection
Sorting	Within columns by engagement	Full table sorting options
Column Customization	Fixed layout	Customizable columns
Best For	Pipeline management, daily reviews	Detailed analysis, exports

Pro Tip: Switch between views based on your task. Use Workflow View for pipeline management and quick reviews, then switch to Table View when you need detailed sorting, filtering, or data export capabilities.

Troubleshooting

Candidates Not Appearing in Expected Column

If a candidate appears in an unexpected column:

• Check their interview status - They may have started but not completed a step

• Review workflow configuration - Ensure your agent has the expected steps configured

• Refresh the page - Data may need to sync after recent activity

Empty Columns

Empty columns are normal and indicate:

• No candidates are currently at that stage

• All candidates have progressed past that step

• The workflow step may not be actively used

Need Help?

If you have questions about the Workflow View or need assistance, reach out to our support team at [email protected] or contact your Customer Success Manager directly.