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Stages: Feature Overview

Last Updated: Dec 10, 2018 12:56PM EST
Introduction

The ‘Stages’ feature provides at-a-glance visibility of all applications in the recruiting pipeline. It is a reflection of the job application evaluation steps and the number of applications in each of those steps. This feature was designed to give hiring managers a clear and accurate view of their recruiting pipeline.

Each newly-issued system contains a default set of evaluation steps (i.e., stages), as shown below. You may modify this default set to align to your organization’s processes by adding, deleting, and/or modifying stages. For example, you may want to introduce an ‘Assessment’ stage just before Stage 5 or you may want to delete one or more of the default stages.  

The six default stages are:

0. Received
1. Qualified
2. Interviews Complete
3. References Complete
4. Hired
5. Rejected


All new applicants will automatically be assigned to Stage 0. All subsequent stages will be applied manually by a system user, with the exception of Hired and Rejected. If an applicant is either hired or rejected, their stage will automatically update accordingly.

 
Step 1: Creating a Stage and Controlling Permissions

System Administrator is the only user role that can create or edit stages. 

To create a new stage, or edit an existing stage, click Admin > Settings > Stages. Click the ‘+New’ button to create a new stage. 



From here, you can give the stage a name, create a description, and control which user roles are able to see applicant activity in this stage. User roles that have not been given access will not be able to see applicant activity in this stage, even if they applied to a location/department to which the user is assigned.



Stages can also be reordered at any time by simply dragging and dropping them within the list. 

 
Step 2: Changing an Applicant’s Stage

There are three areas in the system where a user may change an applicant’s stage:

1. Applicant File
2. Applicant Queue
3. Talent



Applicant File

To change the stage of an applicant, go to the Applicant Card (at the top of an applicant’s file), click on the current stage name, and select a desired stage from the dropdown. Alternatively, you can click the Stages button on the left side of the applicant’s file and select a new stage from the dropdown.



 
Applicant Queue & Talent

From the Applicant Queue and Talent, simply click on the stage name next to the applicant’s name to change the applicant’s stage. You can multi-select applicants and change their stages at one time by clicking Take Action > Change Stage.

All changes to an applicant’s stage will be recorded in their file under the Stages tab.



 
Deleting Stages

In the event you wish to delete a stage currently applied to one or more applicants, the system will notify you to select a new stage prior to deleting the stage. You will then be required to select a new stage to apply to the applicant(s).



Stages Bar Graphs

To see an illustration of the stages associated with your overall recruiting process, simply navigate to the Dashboard where you will find a bar graph that depicts the number of applicants in each stage.
 


Want to see what your processing pipeline looks like for a specific position? A position-specific bar chart is also available for each of your posted positions. To view a position-specific bar chart, click My Positionsclick on a position name, then click the Stages tab.

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