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!