Pipeline And Workflows

EmmyCore uses configurable workflow steps to represent how Candidates move through a Project.

The exact steps depend on the customer's process, but the standard concept is consistent: a Candidate is assigned to a Project and then progresses through statuses or steps over time.

Candidate Assignment

A Candidate must be assigned to a Project before they can move through that Project's workflow.

One Candidate can have multiple Project assignments. Each assignment has its own workflow status and history.

Workflow Steps

Workflow steps describe where the Candidate currently is in the recruiting process.

Common phases can include:

• Research or longlist
• Contacted
• Interested
• Presented
• Interview
• Contract
• Placed
• Rejected or inactive

The actual names and number of steps are tenant-specific.

Project Candidate Overview

On the Project page, Candidates are grouped or filtered by workflow step.

This helps users answer operational questions such as:

• How many Candidates are in each stage?
• Which Candidates need follow-up?
• Which Candidates are ready for customer presentation?
• Which Candidates are inactive or rejected?

Depending on configuration, the Project page can show Candidates as V-cards or in a table.

Interviews

Interview steps can include structured interview data.

Typical interview information can include:

• Interview date
• Interviewers
• Notes or assessment information
• Draft status
• Completed interview state

Saving an interview as a draft stores the entered information without necessarily changing the workflow step. Saving and changing status completes the workflow transition where configured.

Interview entries are stored in the Project history. Selecting an interview entry can open the interview detail page with the saved information.

Timeline And History

Workflow actions create a history of Candidate movement.

The Candidate timeline can show:

• Saved workflow steps
• Activities
• Emails
• Tasks
• Interview entries

This makes the Candidate page useful for both current status and historical traceability.

Portal Visibility

Workflow status can affect whether a Candidate is visible in EmmyPortal.

In many configurations, external portal visibility requires that:

• The Candidate has been shared to EmmyPortal.
• Required GDPR/privacy conditions are fulfilled.
• The Candidate has reached the configured presentation stage or later.

For portal behavior, see EmmyPortal Candidates.

Configuration

Workflow names, available steps, status transitions, interview forms, and automation rules are tenant-specific. Treat the documented workflow concepts as the standard pattern rather than a fixed global process.