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Recruiting: Custom Hiring Stages and Statuses

Describs custom hiring stages and statuses in Paycor Recruiting.

OVERVIEW

Common Concerns:

  • The default hiring process stages work well enough for my team, but they aren't an accurate representation of our hiring workflow.
  • There are stages and statuses we would like to use when tracking candidates, but they aren't available by default.
  • Some of the positions we hire require different steps when evaluating candidates

Description:

  • You can now create Custom Stages and Statuses to use in your Hiring Processes.
  • Custom Stages and Statuses allow you to amend your Hiring Processes to reflect key events in your organization's hiring workflows that you were unable to represent previously.

Notes: 

  • Only the default stages are tied to key features like interview scheduling, background checks, offer letters, etc.
    • Disabling a default stage in a hiring process might prevent your team from using those key features when managing your candidates. 
  • Custom stages and statuses only allow for the function to post a comment.

HOW TO CREATE A CUSTOM STAGE 

  1. As an Admin or Staffing user you can navigate to Admin > Job Management > Hiring Process to create, edit, and manage your hiring processes in the system. By default, you will begin on the Create a New Process form
  2. You can create a Custom Stage when creating or updating a Hiring Process by clicking the blue plus sign (+) icon between each Default Stage in the Hiring Process FormThis occurs: The Add a New Stage & Status section appears.
  3. Click the blue plus sign (+) icon next to the Stage Name field to open the Add Custom Stage popover
  4. You will need to enter a Stage NameStage Abbreviation, and at least one Status Name in order to save your Custom Stage
  5. You can also reorder Custom Statuses within the Custom Stage using the arrows to the right of each Status Name field
  6. When you click SAVE in the Add Custom Stage popup, your Custom Stage is added to the current Hiring Process in the indicated location
  7. At the top of the Hiring Process Form, click SAVE to verify your changes and save the new Custom Stage to your organization's Stage Library.

HOW TO ADD AN EXISTING CUSTOM STAGE

  1. You can add an existing Custom Stage when creating or updating a Hiring Process by clicking the blue plus sign (+) icon in-between each Default Stage in the Hiring Process Form
  2. Select the appropriate Custom Stage in the Stage Name fieldThis occurs when you click ADD: The Custom Stage will be added to the current Hiring Process in the indicated location
  3. Click SAVE at the top of the Hiring Process Form to confirm your changes

HOW TO REMOVE A CUSTOM STAGE

  1. You can remove a Custom Stage from a Hiring Process by selecting the menu icon in the Custom Stage Card
  2. Click Remove.
  3. This action will remove the Custom Stage from the current Hiring Process.
  4. Click SAVE at the top of the Hiring Process Form to confirm your changes.

HOW TO MANAGE THE STAGE LIBRARY

  1. You can view all of the available Stages in your company account (Default & Custom) by navigating to Admin > Job Management > Hiring Process > Settings
  2. All of the available Default Stages will be displayed on this screen
  3. Any Custom Stages created by your team will be displayed on this screen

HOW TO EDIT A CUSTOM STAGE

  1. You can edit a Custom Stage by clicking the edit icon next to that Stage when viewing the Stage Library
  2. Taking this action will open the Edit Custom Stage popover
  3. On this screen, you can modify the Stage NameStage AbbreviationStatus Names, and status order
  4. To save your changes, you will need to check the acknowledgment box, then click SAVE
  5. Changes made to the Custom Stage will be immediately reflected in any Hiring Process that features the Custom Stage. Newly added Custom Statuses in the Custom Stage will be inactive by default in Hiring Processes that already feature the Custom Stage.

REPORTING UPDATES TO SUPPORT CUSTOM STAGES AND STATUSES

  1. All of the report templates that include job information now feature the Hiring Process column as an Additional Column you can include when running your reports
  2. Some report templates are updated to include Additional Columns for each Custom Status your team adds to your company account.
  3. The current list of updated report templates includes: Candidate Pipeline History, Hires Pipeline Detail, Hires/Offers Pipeline Detail, and Background Check Detail

05/10/24 300 views


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