Note: For the data in “Reports” to be complete, all of the stages in your jobs’ pipelines need to be associated with a "stage type". Below are instructions for manually associating your stages with stage types.

Connect the default pipeline to "Reports"

1. Click "Settings" on the left menu. 

2. Under "Workflow", click "Default pipeline".

3. Click the pencil icon of a stage to connect it to "Reports".

4. Under "Type", click "No type" > Select the type that fits your stage.

NOTE: Stage types help feed data to "Reports" automatically. You can't edit stage type.

There are six default types you can choose from: "Apply", "Phone screen", "Interview", "Evaluation", "Offer", and "Hire".

5. Click "Save".

6. The stage's name now has a colored box next to it, indicating that its data has been connected to "Reports".

7. Repeat and select a type for each of the stages in the default pipeline.

NOTE:

  • Stages with colored boxes next to their names will have their data properly connected to "Reports".
  • Stages without colored boxes next to their names will NOT have their data fed to "Reports".

Connect a Job's pipeline to "Reports"

1. Click "Jobs" on the left menu.

2. Click the "Edit" button of the Job whose pipeline you want to edit.

3. Click the "Workflow" tab.

4. Click "Edit Pipeline" under the visual of the current pipeline of the Job.

5. Click the pencil icon of a stage to connect it to "Reports".

6. Under "Type", click "No type" > Select the type that fits your stage.

NOTE: Stage types help feed data to "Reports" automatically. You can't edit stage types.

There are six default types you can choose from: "Apply", "Phone screen", "Interview", "Evaluation", "Offer", and "Hire". 

7. Click "Save".

8. The stage's name now has a colored box next to it, indicating that its data has been connected to "Reports".

9. Repeat and select a type for each of the stages in the Job's pipeline.

NOTE:

  • Stages with colored boxes next to their names will have their data properly connected to "Reports".
  • Stages without colored boxes next to their names will NOT have their data fed to "Reports".

Try this now in your Recruitee account! Make sure you are logged in to keep all your changes saved.

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