Tailoring your recruitment pipeline to fit your company's specific needs is easy and very straightforward. This guide will walk you through the steps to customize your 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: Go to pipelines
Locate and click on Recruitment->Pipelines.
Step 4: Add a new custom pipeline
Click on the "Add new pipeline" button.
Step 5: Name and customize the new pipeline
In the pop-up window, select a name for your new pipeline then insert the stages into the pipeline.
Step 6: Inserting a new step
When adding new steps to the pipeline, you'll need to name each stage.
You can 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 these predefined 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 7: Save changes
Once satisfied with your pipeline, save it. 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 "Recruitment Pipelines" section within "Company Settings," or select a specific pipeline for each active job post in the job posts section.