Clearer client feedback
Clients can review candidates by stage and respond with better context, helping recruiters understand what should happen next.
January 2026 Client collaboration
Client Shared Candidate Board View
ATZ CRM added a board view for candidates shared with clients so hiring managers can review submitted candidates visually and provide clearer feedback.
Give clients a board view of candidates shared with them
Show submitted candidates by pipeline stage
Make client review easier than scanning long lists
Reduce manual status follow-up between recruiters and clients
Support clearer feedback inside the client collaboration workflow
Quick answer
What changed for recruiters?
Client Shared Candidate Board View gives clients a Kanban-style way to review candidates shared with them. Instead of working only from lists or email updates, clients can see candidate progress by stage, share feedback, and help recruiters reduce status-chasing.
What changed
What this update changes
Clients can now review shared candidates in a board view. This brings a more visual pipeline experience to client collaboration, especially when several candidates are being reviewed for the same job.
The board view helps clients understand where candidates sit in the review process without needing a recruiter to summarize the list repeatedly. It is easier to spot who needs feedback, who has moved forward, and which candidates may be waiting on a decision.
For recruiters, the biggest win is fewer status-check messages. When clients can review candidates in a clearer stage-based view, the conversation can focus on decisions and feedback instead of basic pipeline updates.
This release extends the client-facing workflow introduced with Client Portal and complements the recruiter-side candidate board view already used inside ATZ CRM.
Why it matters
Why it matters to recruiters
Recruiters are often measured on speed, quality, and follow-through. This update is designed to reduce manual work, protect useful context, and help teams keep hiring activity moving with fewer handoffs.
Fewer status update loops
Recruiters spend less time explaining where every candidate stands because clients can see the pipeline layout directly.
Better hiring manager visibility
Clients get a practical view of submitted candidates without needing internal ATZ CRM access.
Stronger submission workflow
Board-based review makes candidate submissions feel more structured, especially for active jobs with many people under consideration.
Before and after
How the workflow changes
Before
Clients reviewed submitted candidates through lists, emails, or recruiter updates, which could make status visibility slower.
After
Clients can use a board view to see candidate movement by stage and understand the pipeline at a glance.
Before
Recruiters often had to follow up just to confirm whether a candidate had been reviewed.
After
Client-facing board visibility makes it easier to focus follow-up on decisions, remarks, and next steps.
Before
Candidate feedback could feel disconnected from the stage where the candidate currently sat.
After
Feedback happens with clearer pipeline context, helping both sides stay aligned.
How recruiters use it
How the workflow works
The exact setup depends on your workspace and permissions, but the core workflow is built to keep recruiters closer to the record, the next action, and the right team context.
1
Share the job or candidate pipeline with the client
Use the Client Portal sharing workflow so the client has access to the relevant active job and submitted candidates.
2
Let the client open the board view
Clients can review candidates in a stage-based layout instead of relying only on a table or email thread.
3
Collect remarks and decisions
Encourage clients to add feedback while reviewing candidates so recruiters get decision-ready context.
4
Review client movement and feedback
Recruiters can use the updated client context to plan interviews, rejections, replacements, or additional submissions.
5
Keep the pipeline moving
Use the board as a shared reference point during client calls, review meetings, and follow-up conversations.
Best fit
Teams that benefit most
Recruiters submitting multiple candidates to one client job
Agencies that want hiring managers to review candidates in a clearer visual workflow
Client-facing teams trying to reduce status follow-up emails
Recruitment managers who need better visibility into client response speed
Clients who prefer a pipeline-style review instead of long candidate lists
Helpful next steps
Related ATZ CRM pages
Manage candidate pipeline in the Client Portal Learn how clients can review candidates, use list and Kanban views, update allowed stages, and add remarks. Share jobs with the Client Portal Learn how job access and candidate review permissions are opened for client-side users. Submitted candidate feedback Review how client remarks move back into the recruiter workflow after a profile is evaluated. Candidate board and Kanban view Compare the client-facing board experience with the recruiter-side candidate board view. Recruitment Client Portal Software Explore how ATZ CRM supports client collaboration, job sharing, and feedback collection. Client Feedback Software Learn how structured feedback helps recruitment agencies move candidates through client review faster. Client Portal Launch Read the September release note that introduced the dedicated Client Portal.
Quick answers
Common questions
What is the Client Shared Candidate Board View?
It is a board-style view that lets clients review candidates shared with them by stage, making the submission pipeline easier to understand.
How does this help recruiters?
It reduces basic status follow-up and gives clients a clearer place to review candidates, add remarks, and make decisions.
Is this the same as the recruiter candidate board?
No. The recruiter board is used inside ATZ CRM. This update brings a client-facing board experience to candidates shared through the client workflow.
What kind of roles benefit from client board review?
It is useful for any job where multiple submitted candidates need client feedback, especially active roles with several stages or hiring manager reviewers.
See it in context
Review this update inside your recruiting workflow
Book a walkthrough with the ATZ CRM team to see how this update supports your jobs, candidates, and shortlist process.