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 a pipeline template to reports

1. Go to Settings > Templates > Pipelines and select a pipeline template.

2. Click the pencil icon next to the stage.

3. Open the dropdown menu under Type and select a stage type.

There are six default types you can choose from: Apply, Phone screen, Interview, Evaluation, Offer, and Hire. It is not possible to edit the preset stage types.

4. Click Save.

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

5. Repeat and select a type for each of the stages in the pipeline template that you would like to connect to reports.

Note: Data of the stages that do not have a stage type selected will not be represented in the reports.

Connect a Job's pipeline to Reports

1. Go to a job in the jobs section and click Edit.

2. Go to Workflow.

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

4. Open the dropdown menu under Type and select a stage type.

There are six default types you can choose from: Apply, Phone screen, Interview, Evaluation, Offer, and Hire. It is not possible to edit the preset stage types.

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 template that you would like to connect to reports.

Note: Data of the stages that do not have a stage type selected will not be represented in the reports.

Try this now in your Recruitee account!

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