HRMS › Recruiting & Onboarding
Pipeline Stages
The stages an application passes through, and which of them mean shortlisted, interviewed, offered and hired. Counting a funnel is only possible because these are records rather than words in a column.
Where to find it
- Module: HRMS
- Group: Hiring
- Section: Recruiting & Onboarding
- Screen: Pipeline Stages
Address in the console: /hrms/pipeline-stages
List · 9 columns · 9 fields on its form · 3 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Code | Code | code |
| Stage | Text | name |
| Order | Number | sort_order |
| Needs an interview | Yes or no | requires_interview |
| Needs feedback | Yes or no | requires_feedback |
| Is the offer | Yes or no | is_offer |
| Is hired | Yes or no | is_hired |
| Ends here | Yes or no | is_terminal |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Stage required | Text | ||
| Order required | Number | ||
| Needs an interview | Yes or no | ||
| Needs feedback | Yes or no | ||
| Is the offer stage | Yes or no | ||
| Is the hired stage | Yes or no | ||
| Nothing follows it | Yes or no | ||
| Active | Yes or no |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.
Beside it in Recruiting & Onboarding
WorkspaceRecruiting DashboardOpenWorkspaceOnboarding DashboardOpenWorkspaceOffboarding DashboardOpenWorkspaceEEO Applicant FlowOpenRecordsHiring RequisitionsOpenViewHiring ApprovalsOpenRecordsJob PostingsOpenRecordsCandidatesOpenViewApplicationsOpenRecordsInterviewsOpenViewInterview PanelsOpenViewCandidate RankingOpenRecordsOffersOpenViewJoining & LeavingOpenRecordsOnboarding ChecklistsOpenRecordsHiring Approval RulesOpenRecordsInterview ScorecardsOpenRecordsCandidate MessagesOpenViewMessages to CandidatesOpenRecordsOffer Letter TemplatesOpenRecordsTask DepartmentsOpenRecordsRecruiting SettingsOpenRecordsCareers SiteOpenReportCalendar InvitationsOpen