Hiring Pipeline

Every candidate and where they stand — first meeting, scouting, onboarding, your decision, and the contract.

— in the pipeline

— being considered

— waiting on you

— hired

— not proceeding

Being considered

People you have not hired or turned down. A tick means that step is finished.

Candidate	First meeting	Scouting	Onboarding	Decision	Contract	Application no.	Open the record

Hired assistants

They have an account and a profile. Their paperwork stays here.

Candidate	First meeting	Scouting	Onboarding	Decision	Contract	Application no.	Open the record

The first meeting is recorded for each candidate and reads blank until it is filled in. No message is sent from this page — copy it and send it yourself.

Where you met themLinkedInInstagramWeChat小红书 (RedNote)FacebookIn personHiring Pipeline — Private MentorshipHiring PipelineEvery candidate and where they stand — first meeting, scouting, onboarding, your decision, and the contract.Try againSome details could not be loaded.This account cannot see the hiring pipeline.It is limited to admin accounts.Could not load the pipeline.Check the connection, then try again.CloseScroll leftScroll rightThe pipeline in numbersin the pipelinebeing consideredwaiting on youhirednot proceedingBeing consideredPeople you have not hired or turned down. A tick means that step is finished.Hired assistantsThey have an account and a profile. Their paperwork stays here.Not proceedingKept on file with the reason and the date.Nobody at this stage.The first meeting is recorded for each candidate and reads blank until it is filled in. No message is sent from this page — copy it and send it yourself.CandidateFirst meetingScoutingOnboardingDecisionContractApplication no.Open the recordSee the scouting detailSee the onboarding detailYou met this person on {where}Video callPhone callIn personScouting inviteDirect applicationApplied directly · Private Mentorship websiteNo interviewby choiceno dateDo the interviewNot yetSubmittedIn progress1 screen{n} screensNot openedSend itNot startedAcceptedNot proceedingOn holdDecideAfter onboardingActiveIssue contractAfter approvalSentwaiting on themCountersignsigned {date}Signed & countersignedActive assistantHiredAwaiting your decisionOnboardingScouting submittedScoutingInvitedinvite revokedFirst meetingScouting applicationOnboarding applicationDecisionContractno video callvideo callphone callin persondate not recordednot recorded{n}% donenot startedaccepted {date}not proceedingon holdready for youafter onboardingsigned & countersignedsigned {date}sent — waiting on themready to sendnot on fileafter approvalFirst meetingScouting applicationOnboarding applicationNo video call took placeNot recordedlength not recordeddate not recordedOpenedNot openedthe link has never been usedFirst openedLast openedTime on taskSittingsone visitScreens opened{n} in the formProgressDevicesopened on more than oneSubmittedtook {time}Not yetNot startednothing has been sent yetcreated, not yet openedLast activeNot trackedonboarding does not record itSteps doneof {n}On stepCould not save that: {message}Add a noteEdit noteNotes could not be loaded — they are saved, not lost.Your note about this meeting.Private to you — the candidate never sees it. Leave empty to remove it.Your noteSave noteSaving…Could not save the note: {message}DocumentsScouting applicationOnboarding applicationNo scouting applicationNo onboarding applicationContract — signed & countersignedContract — signed {date}Contract — sent {date} — unsignedContract — not issued1 uploaded file{n} uploaded filesRecord a decisionChange this decisionTheir onboarding application is in and waiting on you.You can decide at any point — their onboarding application is not finished yet.RecordedTold {via} on {date}Told on {date}Not yet toldby emailby text messageby phonein personDecisionAcceptReason (for your records)e.g. availability did not match, stronger field this roundPrivate noteOnly you ever see this.Message to send them— choose a template —PreviewCopy messageCopiedSelect and copyHow did you tell them?Record decisionSaving…CancelChoose accept, not proceeding, or on hold.Only an admin can record a decision.Could not save: {message}Nothing is emailed or texted from this page. Copy the message and send it yourself, then record how you did it.thereThe decision is saved, but the earlier one could not be marked as replaced. The newest one counts.Not yetEmailText messagePhoneIn personIssue the contractCreates the agreement for {name} to read and sign. Nothing is emailed — send them the link yourself.Send {name} this link. Nothing is emailed from here.Countersign{name} signed on {date}. Countersigning completes it.TheyCopy linkCopiedSelect the link and copyOpen itWorking…This candidate has no account yet, so a contract cannot be attached to them.Only an admin can do that.Could not complete that: {message}Nothing changed — the contract was not in a state that allows this.A contract already exists for this person.The agreement text could not be loaded, so no contract was made. Try again.Scouting applicationOnboarding applicationOpen in a tabMinimise — keeps your placeOpening the application…ApplicationMinimised. Press to reopen.