🟡Job Stages

Job Stages

Path: Cloud > Settings > Recruitment V2 > Job Stages

Use this page to set up and manage your hiring workflows. You can create custom interview stages and track a candidate's progress from their initial application all the way to final pre-boarding. Standardizing these templates keeps your recruitment organized and consistent across all open roles

Note: Don't delete template if job is mapped to the template.

Manage Existing Templates

Path: Cloud > Settings > Recruitment V2 > Job Stages

Step 1: Log in to the Cloud portal

1. Go to Settings

2. Select Recruitment V2.

Step 2: Go to Job Stages and Use the Search by name, details etc filter bar to quickly locate specific hiring workflows from your library.

Step 3: Click the Copy icon on the top-right corner of any template card to instantly duplicate a workflow setup, Or Click directly on a template card or select the arrow next to the Active in X Job row to open up the pipeline editor window.

Copy and Edit an Existing Template

Path: Cloud > Settings > Recruitment V2 > Job Stages > Copy Icon

Step 1: Log in to the Cloud portal

1. Go to Settings

2. Select Recruitment V2.

Step 2: Go to Job Stages.

Step 3: Click the Copy icon (the two overlapping squares) located in the top-right corner of the template card.

Step 4: Once the duplicated template opens, update the Template Name and Description so it doesn't get confused with the original.

Step 5: Make any necessary adjustments to the Stage Pipeline by dragging using the drag icon.

Step 6: Click the + icon on any stage card to open the Stage Actions panel. Select Add New Stage to add a new stage after it, or Add Round to add a sub-stage under it.

Step 7: Enter the stagename, and choose a color.

Step 8: Under Automation Triggers, toggle the required actions for that stage (e.g., Open CSS Portal). Once all stages are set, click SaveTemplate to save, or Cancel to exit without saving.

Important Note: Drag and drop stages to reorder them. Click the delete icon on a stage card to remove it.

Step 9: make adjustments to Template Settings by checking the box next to the setting, then click Save Template to add it to your active list. And click on save template to save.

Create a New Template

Path: Cloud > Settings > Recruitment V2 > Job Stages > + New Button

Step 1: Log in to the Cloud portal

1. Go to Settings

2. Select Recruitment V2.

Step 2: Go to Job Stages.

Step 3: Click the + New button located in the top-right corner of the main dashboard.

Step 4: Enter details into the mandatory Template Name and Description fields to easily identify your custom hiring workflow.

Step 5: Build and configure your unique interview phases step-by-step under the Stage Pipeline section, Select your preferred communication triggers inside the Template Settings block.

Step 6: then click Save Template to activate your new pipeline.

Path Link:

https://cloud.pockethrms.com/Recruitment/RecruitmentV2/Index?module=RecruitmentV2&submodule=Job%20Stages

For any queries, [e-mail]