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 > open the dropdown menu > Select the type that fits your stage.

NOTE: Stage types help feed data to Reports automatically. You can't edit the pre-set stage types.

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 > open the dropdown menu > Select the type that fits your stage.

NOTE: Stage types help feed data to Reports automatically. You can't edit the pre-set 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!

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