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How to Customise the Hire Pipeline

Summary

This guide explains how to customise the hiring pipeline while adding or editing a job. You can enable or disable various stages in the pipeline, such as Screening, Interview, Pre-onboarding, and Onboarding. You can also configure up to four interview stages for each job.

In this article

  • Before you begin
  • Step 1:   Access the Job Editing Page
  • Step 2: Customise the Pipeline
  • Step 3: Save and Apply Changes
  • Frequently Asked Questions (FAQ)

Before you begin

  • You must have Edit Job permissions to modify the hire pipeline.
  • You can customise the pipeline while adding or editing a job.
  • Screening, Interview, and Pre-onboarding stages can be disabled, but only if there are no candidates in those stages.

Step 1. Access the Job Editing Page

  1. Navigate to the Jobs section.
  2. Either create a New Job or Edit an existing job.

Step 2. Customise the Pipeline

  1. Go to the Pipeline section, where you can see the stages of the hiring process (e.g., Sourced, Screening, Interview, Pre-onboarding, Onboarding).
  2. You can enable or disable each stage by toggling the switches next to each section:
    • Screening: Displays candidates currently undergoing the screening process.
    • Interview: Lists candidates currently in the interview stage. You can configure up to four interview stages.
    • Pre-onboarding: Displays candidates who have received an offer or contract.
    • Onboarding: Shows candidates who have been successfully hired and onboarded.
  3. If you want to disable a stage (e.g., Screening or Interview), ensure that there are no candidates in that stage. You can disable the stage only when it is empty.

Step 3. Save and Apply Changes

  1. After customising the pipeline, click Next or Save As Draft to apply the changes to your job.
  2. The customised pipeline will now reflect the selected stages for the job.
 

Frequently Asked Questions (FAQ)

1. How can I disable a stage in the pipeline?

You can disable stages such as Screening, Interview, and Pre-onboarding only if no candidates are currently in that stage.

2 .Can I have multiple interview stages?

Yes, you can configure up to four interview stages for each job.

 

3. Can I disable the Onboarding stage?

The Onboarding stage is a default stage and cannot be disabled, as it represents candidates who have been hired.

4. Can I enable or disable stages after candidates are added?

Once candidates are added to a stage, you can no longer disable that stage unless it is empty.

5. Can I save the customised pipeline as a draft?

Yes, you can save your pipeline configuration as a draft and return to it later.