Overview

Users with access to both iCIMS Applicant Tracking (ATS) and either iCIMS Candidate Experience Management (CXM) or iCIMS Candidate Relationship Management (CRM) can submit candidates to existing, public CXM or CRM pipelines from within ATS. To do this, complete the steps below in New iCIMS on a manual as-needed basis.

The ability to submit candidates to pipelines is available from all three core profiles, and instructions for accessing this option from each are outlined in the sections below.

• Submitting a Candidate to CXM or CRM Pipelines from a Global Person Profile
• Submitting a Candidate to CXM or CRM Pipelines from a Job Profile
• Submitting a Candidate to CXM or CRM Pipelines from an Application Profile

Note: This functionality is only available in New iCIMS. For more information on New iCIMS, review the Transitioning to the New iCIMS Experience article.
 

Submitting a Candidate to CXM or CRM Pipelines from a Global Person Profile

Navigate to a Global Person Profile in ATS and complete the following steps.

1. Select the Actions button, then select Submit to CRM Pipeline. The Add to Pipeline popup displays.

• Alternate Option: In the lower right corner of the Pipelines panel, select Submit to Pipeline. The Add to Pipeline popup displays.

2. Select one or more pipelines from the dropdown menu. You can also search for a pipeline by typing its name into the search bar.
3. Select Add. A confirmation message displays.

 

Submitting a Candidate to CXM or CRM Pipelines from a Job Profile

Navigate to a Job Profile in ATS and complete the following steps.

1. Select the Candidates tab.
2. Select the checkboxes next to one or more candidates, then select the Submit to CRM Pipeline (folder with people) icon. The Add to Pipeline popup displays.

• Alternate Option: Select the menu icon to the right of a single candidate, then select the Submit to CRM Pipeline (folder with people) icon. The Add to Pipeline popup displays.

3. Select one or more pipelines from the dropdown menu. You can also search for a pipeline by typing its name into the search bar.
4. Select Add. A confirmation message displays.

 

Submitting a Candidate to CXM or CRM Pipelines from an Application Profile

Navigate to an Application Profile in ATS and complete the following steps.

1. Select the menu icon to the upper right (next to the Advance button), then select Submit to CRM Pipeline. The Add to Pipeline popup displays.
2. Select one or more pipelines from the dropdown menu. You can also search for a pipeline by typing its name into the search bar.
3. Select Add. A confirmation message displays.