Go to the Hiring Pipeline tab to edit an existing pipeline or create a new one. The Hiring Pipeline is where we set up the process we want an applicant to go through on a job. We can add in the email templates we created earlier and decide who will receive the email notification when the applicant enters each pipeline stage:
You can edit an existing pipeline by clicking the ellipses:
You can also add a new stage. Each stage in the pipeline is a step the applicant goes through to progress through the hiring process. You may want a stage to be mandatory or optional depending each jobs’ requirements or an organisation’s needs:
When a new stage is added to the hiring pipeline you will get a stage type option which determines where the new stage will sit in the pipeline. For example, if you want a stage to be added before the interview, you will want to choose shortlisted and so on:
Tips for adding and editing stages:
- Stage name and badge name are usually the same – you may want to make the badge name shorter than stage name in cases where there is a long stage name. A badge name is the name that appears as a label on an applicant when viewing them in the hiring pipeline on a job:
- You can choose if you want the stage to be mandatory or not.
- You can open ‘Additional Information’ section to add in the email templates you prepared earlier for the stage so that the email is sent at the appropriate place in the pipeline. You will see the templates you have already saved in the ‘select email template’ dropdown to choose from. You can choose who will receive the email – the hiring manager on the job, the recruiter who created the job, or the applicant themselves:
- You can add in an interview template if you have created and saved them so that all applicants have the same interview for the job. You can also make the interview required for this step to be completed if it is required:
- Once you add the stage to the hiring pipeline you can re-order the stage but only within the configurable area of the pipeline:
Finally, you can add in screening questions to your library:
Screening questions can also be added to jobs on a job-by-job basis when you are creating a job ad. They can be made mandatory per screening question on the job as needed:
The screening questions appear for the candidate when they first apply for the job:
You can always copy/paste from somewhere else if you already have screening questions - and don’t forget to click ‘add’. You can make this mandatory or non-mandatory but you do have the option to override this on the job itself when adding the screening question to the job:
Now you are all set up!