Corporate Solutions

Hit the ground running with this handy checklist to assess your current talent lead management process and understand how you can make the most out of Talent Pipeline.

LinkedIn Talent Pipeline

Get Ready Checklist

Find the leads you want in your pipelineTake a look around the places you store talent leads before they formally apply for the job. Do you have folders of resumes? Do you use spreadsheets? Are there candidates in your ATS that weren’t hired, but may be good for future roles? Gather these together. You’ll be able to add contacts individually, import folders of resumes (Word or PDF format) and import spreadsheets into Recruiter.

Identify the sources of your leadsIn addition to !nding great candidates in the LinkedIn network, where else do you !nd great people today? You will be able to add a “Source” to all of the pro!les you import and any pro!les you are already tracking in Recruiter. For example, if you meet a promising candidate at a conference and then add that person to Recruiter, you could use “Conference” as their Source.

Examples: LinkedIn, Job board, ATS, Conference, Referral

Decide what to name each StatusYou probably go through a process today, even if informally, to evaluate prospects before they apply or are asked to apply for a job. How you describe those stages? What stages would your entire team want to track? A candidate’s Status for a project can be added to any pro!le and then used in reports to track progress. One best practice customers have found is that using fewer statuses is often better because it’s easy for the team to learn and adopt.

Examples: Contacted, Screened, Applied, Future Prospect

Create great tagsAre there particular attributes or skills of candidates that you want to highlight? Or maybe there is something that doesn’t necessarily appear on a pro!le, but is important information to track. Tags can be added to pro!les so you can easily spot these essential attributes. Additionally, you can search by Tags to immediately !nd the type of people you are looking for.

Examples: Will relocate, Languages, Senior Accountant, HTML 5

Sources Status Tags

LinkedIn’s Suggested Setting

Customize Your Company’s Settings Below

Below are suggested settings for Sources, Tags, and Status based on feedback from early users of Talent Pipeline. When Talent Pipeline becomes available, the suggestions below will be pre-populated in the Admin activation screens.

If the options look just about right to you, then we suggest you start with these and make changes once you become more familiar with these new features. If you have your own process already, then adjust the options to match your work"ow. Settings can be changed any time from the Admin screen.

ATS

Conference

Email

Job Board

Networking

Referral

Agency

College

Online Resource

*LinkedIn (this default can’t be removed)

Not ContactedContactedScreenedAppliedDeclinedDo Not ContactFuture Prospect

AccountingAdministrativeArchitectBoardBusiness DevelopmentC-levelDirectorEngineerExecutiveFinanceHRInfrastructureManagerMarketingMediaNetworking

InfrastructureManagerMarketingMediaNetworkingOperationsProduct ManagementProduct MarketingProject ManagementQARecruitingSalesStrategyTechnicalVP

Suggested Settings

Sources Status Tags

This section is most likely to have updated. Which skills, roles or other attributes are most important to your team? Note that you are limited to 300 tags.

Track lead sources Track lead’s status in the pipeline so you arealways in the know

Add Tags to track and !nd individuals with key attributes

Work as a team with full visibility and collaboration

Search the whole network or leads in your pipeline

Filter by status, source, or other key criteria Show status and contact

history of each lead

Status, Source, and Tagsappear throughout the pro!le

They also appear in search !ltersas well as search results

Track project activity

Gain insight on leadsource success

Monitor status ofall leads

In Reports, key data insights are based on Statuses Sources, and Tags

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