Tailoring your hiring pipeline to fit your company's specific needs is now easy and straightforward. This guide will walk you through the steps to customize your hiring pipeline, allowing you to manage your recruitment process efficiently.
Step 1: Log in to your company's account
Begin by logging in to your company's SupportFinity account using your credentials.
Step 2: Access company settings
Once logged in, navigate to the dashboard on the left-hand side of the screen. From the menu, select "Company Settings."
Step 3: Choose "Hiring Pipelines"
From the "Company Settings" menu, locate and click on "Hiring Pipelines".
Step 4: View pipelines
When you access the Hiring Pipeline section, you will be able to see all available pipelines, including standard SupportFinity's suggested pipelines and any customized ones you've created.
Step 5: Add a new customized pipeline
To create a new customized pipeline, click on the "Add New Pipeline" button.
Step 6: Name and customize the new pipeline
In the pop-up window, select a name for your new pipeline according to your preference. You can also insert new stages or steps into the pipeline.
Step 7: Insert new pipeline steps
When adding new steps to the pipeline, you'll need to name each stage.
You can optionally choose the stage type, such as Screened, Interview, Offer, or Other. Stage type is used for reporting purposes, so if you chose a stage with one of the pre-defined types, it will be mapped into your company's reporting and analytics.
Click on "Save" when you are done with inserting your new step
Step 8: Save changes
Once satisfied with your modifications, save the new pipeline. It will then be added to your list of pipelines.
Step 9: Selecting your pipeline
You have two choices, either set your default pipeline for all job posts in the "Hiring Pipelines" section within "Company Settings," or select a specific pipeline for each active job post in the job posts section.
