❗️You can customize the pipelines in your settings and adjust them for each job you're hiring for.
Set up your company’s hiring pipeline
- On your sidebar, go to Settings
- Scroll down until People
- Select Recruitment
- Click on Processes tab
A window will appear with the hiring pipeline information, and the multiple types of stages available.
Types of stages
- Screening: The initial stage of the hiring process in which the employer reviews resumes and applications to determine which candidates meet the basic qualifications for the position.
- Interview: Once the recruiter has identified a group of qualified candidates, they will typically conduct interviews to learn more about each candidate's qualifications, experience, and fit for the position and the company culture.
- Assessment: In some positions, the recruiter may also ask candidates to complete assessments or roleplays that measure their skills, knowledge, or aptitude for the position.
- Offer: Once the recruiter has identified the best candidate for the position, they will extend a job offer. This offer will typically include details such as salary, benefits, and start date, and may also include contingencies such as a background check or drug screening.
Also, there are two fixed stages:
- New: where incoming applications will arrive
- Hired: the stage you can move candidates to once they are ready to be converted and onboarded to Factorial.
How to manage the hiring pipeline
- Go to Hiring pipeline, click on the red button: Edit pipeline
- From here you will be able to:
- Change stages order
- Delete stages
💡 This pipeline will be shared with all job openings. We recommend you not to edit this pipeline frequently as it may un-structure some of your processes.
💡 Each stage can have multiple phases, you can add, customize, or delete each at a job level each phase
Examples of how to set up the pipelines
Customizing pipelines for a job opening
Once you create a new job opening, you can find the hiring pipeline under the Hiring process tab.
- Go to Recruitment
- Click on Jobs
- Select the Job opening in which you want to edit, add phase, or delete
- Go to Hiring process
- Click on Customize pipeline
- A modal will appear for you to edit or delete
💡 Stages can’t be edited