Jobs, Pipelines, and Automated AI Screening

About this lesson

Automatically screen and track prospects with Job Pipelines.

In this Course video, you'll learn the basics of how to create a Job and how to appropriately set one up to both automatically screen who's the best fit for the Job, but also to accordingly track them with your custom buildable Pipeline workflows.

Chapters (23)

1. 0:00What are JobsJobs are like lists or folders of contacts, but with the unique addition of having a Pipeline.Instead of just tracking who's in the list/folder, Pipelines allow you to also track various steps within it.Use Jobs whenever you have a list of Contacts that are following a specific workflow that needs to be tracked:Who's been screened, who's been contacted, who's been interviewed, and so on...You can fully customize what stages to track within the Pipeline.
2. 0:53How to setup a jobOpen the Jobs page, found on your Navigational Column on the left, and press the "Add new Job" button.Once clicked you'll be redirected to the Job edit page, compile any fields you see fit and gradually scroll down until you reach the end.The only actual field that needs to be compiled is the Name for the Job (the Job Title) you'll be given a default Pipeline if you don't custom-build your own.
3. 1:59Automated AI ScreeningRather than manually running a filter each time, find the best fit for your search by directly adding the required criteria as your "Ideal Candidate" within your Job creation page.Filters set as your Job's Ideal Candidate will automatically activate whenever you filter for said Job.On top of automatically activating, thanks to Jobin.cloud's "optional" keywords (combined with must-have and exclude keywords) you can score contacts based on how many optional keywords they match, you can furthermore customize the importance level of each optional keyword to make some more important that others.Once set up, your contacts will all have scores that you can easily visualize, you can even set a minimum score requirement to easily shortlist contacts.
4. 2:56How filters workFilters within Jobin.cloud have 3 different command types that you can interchangeably use:Blue = Optional (default)Green = Must-haveRed = ExcludeYou can change command type of a keyword by hovering your cursor over the desired keyword and pressing on the buttons that appear.Pressing on the keyword itself opens the keyword's advanced options, where you can find extra functionalities and an importance level slider (if it's set to Optional).
5. 4:10Minimum keyword thresholdSince blue keywords are optional and therefore don't necessarily need to be present in a contact, you can set a minimum threshold of how many optional keywords a contact must match as a minimum.This allows you to make your filters more flexible with optional criteria, while also maintaining results relevant.By default contacts have their Minimum keyword threshold set to "Auto" which in most cases sets it to 1, but if you're on the "All Filters" menu, right beside the Auto button is a "set manually" button which allows you to manually customize the minimum number of optional keywords.The slider that appears can also be set to 0, meaning all keywords of that filter category are fully optional and don't necessarily need to be present in the contact.The more optional keywords a contact matches, the higher the contact will score, this directly affects the score if it's done for an "Ideal Candidate" and instead affects their positioning in the filter's results if done from your Contact list's filters.
6. 5:48Ranking keywordsSince Optional keywords (blue colored keywords) are neither a must-have (green), nor an exclusion (red), their presence is primarily for ranking purposes.Each optional keyword that a contact matches, provides 1 point, the more points a contact has, the higher they will rank. Ranking affects a contact's score if used in an "Ideal Candidate" filter, or the contact's positioning if used in regular filters, with higher scoring contacts being placed higher in the list of results.You can customize the the points provided by optional keywords by clicking on the keyword itself, this will allow you to modify the score multiplier which is what you can use to make more important/desirable keywords stand out from the less important ones.
7. 7:05How to save a filterOnce you've defined a filter that you'd like to re-utilize or save for later, open the "All Filters" menu if you haven't already, and at top-left you'll find a "Save as" button.Once saved, filters can be loaded-in at any time from the "Load" button found below the "All Filters" button, or at the top-left if you're within the "All Filters" menu.
8. 7:33Location radius searchIf you add enough details to a location for Jobin to pin-point its longitude and latitude, then an additional option will appear at the bottom of your location filter, this option will allow you to define a distance radius around your defined location and have any other locations within it automatically match the search result.Radius searches will only work on other locations where Jobin can pin-point longitude and latitude coordinates - if someone only adds a Country to their location field then they won't show up on any radius search filters.
9. 8:12Open to Work and Contact info searchJobin.cloud has 2 import phases, one that quickly imports a contact's basics, and a second "Full Profile import" that imports the entirety of the profile.This "Full Profile import" phase also imports any available contact info and special LinkedIn-related information such as connection level, if they're OPEN-Profiles or if they're Open to Work.LinkedIn related filters can be found under the "LinkedIn Tags" filter category, and contact info filters can be found within the "@Contact" filter category.
10. 9:01How to customize your Job PipelineAs soon as you create a Job, Jobin will automatically generate a default Pipeline layout for you, to create a custom Pipeline that matches your exact needs, open the Job in question (from the Jobs page) and click on any of the Pipeline stages.Once the Pipeline customization menu is opened you can use the "Add" button to add and create any new Stages, or you can click on pre-existing Stages to modify them.When editing a Stage, you can modify its name, color, and its sub-stages; sub-stages allow you to add additional details to a stage without unnecessarily clattering the Pipeline with a new stage.Once a stage is created, you can freely drag & drop them in whichever order suits your Pipeline's workflow the best.
11. 10:16How to remove someone from a PipelinePipelines also come with built-in exit stages, these act as archives and will remove a contact from the Pipeline's workflow because they no longer need to be interacted with.Exit stages can either be successful or unsuccessful, you can define them by clicking on the "Reasons for 'pipeline exit' section just below the pipeline stages, from within the Pipeline edit menu.
12. 11:12How to save a Pipeline templateOnce you've customized a Pipeline with all the stages / sub-stages / exit stages that you want, at the bottom left of the Pipeline customization menu you'll find a text are where you can type the name of the template, then press "Save template"Once saved, you can load that exact pipeline template on any other Job, you can even load the template without opening the Pipeline editor menu, but instead pressing the button directly below it.
13. 12:17How to view your PipelineYou can easily view all contacts in your Pipeline either directly from the Pipeline graph on the right of each Job (in your Jobs page), you can also click on any Pipeline stage to automatically filter your contact list for all contacts within the selected Pipeline Stage.You can also your the contacts in your pipeline by opening a Job in particular and navigating over to its "Candidates" tab, you can then expand any of the stages or press the "Open in Contact list" button to directly filter for the stage in your Contacts list.
14. 12:55The Assigned stageThe "Assigned" stage is a pre-defined stage in your Pipeline that cannot be modified. It acts as a buffer for all contacts added to your Job Pipeline, but have not yet been assigned to a dedicated interaction (screened, contacted, etc.).In other words, its meant to be used to represent all contacts that are part of a Job but haven't been interacted with yet.Imported contacts will automatically be placed in a Pipeline's "Assigned" stage they've been added to a Job during import.
15. 13:55How Job Openings workJobin only counts how many Jobs you currently have active, these are called "Job openings". Opened Jobs will appear in your filters whenever you try filtering for Pipelines, and will also be visually displayed in your Jobs page.Once a Job has been completed and no longer needs to be interacted with, they can be closed, closed Jobs will no longer be part of the "Job Openings" counter and will instead be stored aside in the "Archived Jobs" page.Closed Jobs have not been deleted and therefore continue to track all the contacts that have been assigned into its various stages.
16. 14:30Employers list pageThe same Client often has multiple Job positions and vacancies for you to fill, the employers list page rather than centering itself around the Job itself, instead focuses on displaying the Employer Company and all the Jobs they've hired you to fill, as well as providing options to easily add more Jobs under that same employer.The page can be accessed at the top of your Jobs page.
17. 15:05Ideal candidate shortlistingWhen selecting a Job Pipeline each contact's card will have a score metric appear beside it, an additional button named "show only fitting" will also appear in your filters column, pressing it will automatically exclude any contacts that didn't reach the minimum fitting requirements as stated by your Ideal Candidate.After the button is pressed, an additional slider will also appear, this slider allows you to set what the minimum score requirement is, resulting in further result refinement and shortlisting, press the button on the far left of the slider to remove any minimum requirements from your displayed results.
18. 16:52Multi-layered filteringWhen a Job Pipeline is selected, its Ideal candidate filter criteria automatically apply themselves to all contacts, displaying each contact's fitting index score.On top of the fitting index score to display how fitting a contact is, you can of course continue applying additional filters from your "All filters" menu, these can potentially be applied on top of your Ideal Candidate minimum criteria, which can be toggled on by pressing "show only fitting" button.
19. 18:16How to find new fitting CandidatesWhen selecting a Job Pipeline from your Contacts list filters, on top of being able to customize which stages to display, just below it you'll find an option to have Jobin only show results in the selected Pipeline (In pipeline), or results not in the selected Pipeline (Not in pipeline), there's also the option to see all contacts (All).By selecting the "Not in pipeline" option, you'll be able to find all contacts that haven't yet been added to the Job and may potentially be fitting, if you've created an "Ideal Candidate" for the Job, press the "show only fitting" button and all results will automatically be screened according to your Ideal Candidate criteria.At the top-right of your filters column on the left, you can press the "Sort" button and have all results sorted by highest fitting to easily find the best candidates for the Job.
20. 19:11How to Reject Candidates from PipelineIf a contact is not interested or not fitting the Job's required criteria, then they can be rejected from the pipeline by adding them to the Job's "unsuccessful exit" stage.These contacts will not be deleted but instead hidden form the list whenever you filter for the Job that they've been removed from, this prevents them from being mistakenly re-added in a potential future re-import, and also allows them to be added to other Job pipelines that they may be a better fit for.To assign a contact to the "unsuccessful exit" stage, make sure you have the desired Job pipeline selected in your Contact list's filter, then select the desired contacts and then press the furthest left button/icon on the bar at the bottom.
21. 20:13How to Move Candidates through a PipelineYou can either automate moving candidates through a Pipeline with Outreach Sequences via the "Assign" operations, but to manually assign a group of contacts to a certain stage, simply select them from your Contact list and then at the bottom of the screen press "Assign to Job", after selecting which Job, you can define which Stage, and potentially which sub-stage.If you already have a Pipeline selected in your Contact list filters, then a faster option is provided, by pressing the "Assign Stage" button (only visible when a Job Pipeline filter is active) you can directly select the stage in which to move the contacts, the stages will match those of the selected Pipeline filter.
22. 20:51How to filter for Pipeline StagesYou can filter for Pipeline stages by selecting the Job Pipeline in your Contact list filters, and right below it you'll find a "Stages" filed appearA shortcut to filter for stages even more quickly, is done by directly pressing on the desired stage on the Pipeline graph found in your Jobs page.
23. 21:13Event timeline TrackingJobin will automatically track any interaction with a contact within their Event Timeline, tracked events can either be messages or emails sent or received by them, but also import and update dates, or when a contact is assigned or moved through a Job's Pipeline.You can view a contact's event timeline by selecting the contact in your Contacts list and on their page that appears on the right, open the "Events" tab.