Setting up your Hiring Pipeline
Setting up your Hiring Pipeline
Adding a new stage
- Navigate to Setup > Customization > Hiring Pipeline.
- Click Add Stage.
- Enter a stage name and choose a color.
Keep in mind that colors are specific to stages, i.e., two stages cannot have the same color. - Click Save.
Mapping Statuses to Stages
Note: Mapping/Unmapping a status will change the Modified Time field's value for all records with said status.- Click Map Status.
- A list of candidate statuses which have not been mapped to any stage will be displayed. Select the statuses you want to map.
- Select the stage you want to map the statuses too.
- Click Map.
Managing Statuses
- In the Hiring Pipeline setup page, click Manage Status.
- Add, edit, or delete candidate statuses and click Save.
Hiring Pipeline Widget
- Go to the Home module and scroll to the very end.
- Click Add Component.
The Add Component pop-up will appear. - Select Custom View. The Hiring Pipeline widget is automatically selected.
- Select a custom view and give the widget a name. Click Save.
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