RouteSource · Recruiting
Your hiring board
Every job in RouteFlex has a board. The board is where you watch applicants flow through your process and where most of the day-to-day recruiting work happens.
Step by step.
Follow along at your own pace.
- 01
Stages
Each job has its own board. Stages run from Applied to Hired, and the bar at the top counts who is in each one.
- 02
Open an applicant
Hover a name and click the expand icon next to it to open the applicant. Their answers, documents, messages, and history are in one place. Click a cell to edit it right on the board.
- 03
Move them forward
Open the row menu (⋮ at the left of the row) and pick a stage under Move to. You can also drag rows, or tick several and use Move to stage.
- 04
Let automations do the rest
Stage changes can trigger emails, texts, and background checks. Set them up with Automate.
In detail
The board is built out of three things: stages (the vertical groups), columns (the fields shown for each applicant), and status labels (the colored pills inside status columns). Templates set these up for you, but they're all editable.
Stages
Stages are the major steps an applicant moves through: Applied, Phone screen, Background check, Drug screen, Hired, and so on. Reorder them by dragging; rename them by clicking the title; add a new one with the Add stage button at the right edge of the board.
One stage is marked as the intake stage. New applicants land there by default, whether they came from a public application form, a manual add, or an email parser.
Columns
Columns are the fields shown for each applicant. Some are system-level (name, phone, email, applied date) and can't be deleted. The rest are custom: status columns for your workflow (Background check status, Drug test status), text columns for notes, date columns for scheduled events, and so on.
Click any column header to rename it, change its type, or hide it from the applicant portal.
Status labels
Status columns hold one of a fixed set of labels (think Pending, Passed, Failed). The labels are color-coded so you can scan the board and see where everyone stands at a glance. Add or rename labels by clicking the column header and editing its config.
Moving applicants
Drag an applicant card from one stage to another, or click into a card and use the stage dropdown. Both methods fire any automations that are configured for the new stage, so don't be surprised when an email or SMS goes out.
Filters and search
The toolbar above the board has a search box and a filter panel. Search finds applicants by name, email, or phone. Filters let you narrow by stage, by status column value, by date range, or by custom column content. Filters stack, and they persist on the URL so you can bookmark or share a view.