TalentPipeFlow User Guide
Master TalentPipeFlow with our comprehensive step-by-step guide. From setup to advanced features, learn everything you need to streamline your recruitment process.
🚀 Quick Start (5 Minutes)
New to TalentPipeFlow? Follow these essential steps to get up and running immediately:
Sign Up
Create your free account
Add a Client
Create your first client
Post a Job
Create your first job posting
Start Recruiting
Share job link & receive applications
Complete User Guide
1. Getting Started
5 minutes read
Create your account and set up your recruitment workspace
What you'll learn:
- Account Registration
- Email Verification
- Initial Setup Wizard
- Dashboard Overview
2. Managing Clients
10 minutes read
Add clients, track relationships, and organize your business contacts
What you'll learn:
- Adding New Clients
- Client Details & Information
- Contact Management
- Client Import from Excel
3. Job Posting & Management
15 minutes read
Create jobs, publish public pages, and track applications
What you'll learn:
- Creating Job Postings
- Public Job Application Pages
- Job Status Management
- Application Tracking
4. Candidate Pipeline
20 minutes read
Master the drag-and-drop pipeline and candidate management
What you'll learn:
- Understanding Pipeline Stages
- Drag-and-Drop Functionality
- Candidate Profiles
- Application Status Updates
5. Email Automation
25 minutes read
Set up automated workflows and email sequences
What you'll learn:
- Creating Email Templates
- Automation Rules Setup
- Trigger Configuration
- Performance Analytics
6. Analytics & Reporting
10 minutes read
Track performance metrics and generate insightful reports
What you'll learn:
- Dashboard Metrics
- Performance Reports
- Pipeline Analytics
- Export Capabilities
7. Settings & Customization
10 minutes read
Customize your workspace and manage account settings
What you'll learn:
- Profile Settings
- Notification Preferences
- Pipeline Customization
- Billing Management
💡 Frequently Asked Questions
How do I import my existing candidate data?
Use our Excel import feature with pre-built templates. Go to Settings → Import Data and download the candidate template with sample data.
Can I customize the pipeline stages?
Yes! Go to Settings → Pipeline to add, remove, or reorder stages to match your recruitment process.
How do I set up email automation?
Navigate to Automation → Rules and create triggers based on candidate actions, stage changes, or time delays.
Where can I see my recruitment analytics?
Your dashboard shows key metrics, and the Analytics page provides detailed reports on pipeline performance, time-to-hire, and source effectiveness.