The option to customize a single hiring pipeline for your account is the default for any Workable plan. With an Annual plan, you can also implement multiple custom hiring pipelines.
Custom pipelines overview
Multiple hiring pipelines are helpful if you have different hiring processes for different types of roles or departments.
For example, the hiring process for a new member of the sales team is not the same as the hiring process for an engineer. Custom hiring pipelines allow for different stages according to your recruiting requirements; a pipeline with a single interview stage, another with a second or third interview, an assessment stage etc.
Or in this example, the Head of Account Management job has Assessment and Executive Interview stages in its pipeline. Bookkeeper does not.
To talk to someone about the implementation of multiple custom pipelines for your account, contact your account manager, they will work with you to set up the pipelines.
When your pipelines are added to your account you'll be able to choose a specific pipeline when creating a job.
Your pipelines will map to an overall Reporting pipeline.
In the Recruiting Preferences section of your account, the first pipeline you’ll see is the Reporting pipeline, (example shown above). This is created after consultation with one of our specialists. It is used as a guideline to create consistent reports.
Reporting pipelines can be made up of some or all of the following stages:
- Phone Screen
Each stage in your custom pipelines will correspond (or ‘map’) directly to a stage in this Reporting pipeline. For example, in the image below you see on top the Reporting pipeline and below that, the Custom Pipeline. Under 'Screen' you will find 'Phone Screen' and 'Coding Test', when under 'Interview' lie 'HR Interview', 'Second Phone Interview' and 'Final Interview'. Likewise, under 'Sourced', 'Applied', 'Offer' and 'Hired' you find the corresponding stages as well.
This means that you might have one pipeline with multiple ‘interview’ stages, and another with just one, but as these are all part of the ‘interview’ process for your company, they correspond to the ‘interview’ stage in the Reporting pipeline and the data can be viewed in aggregate in your reports.
Editing custom pipelines
If you’re an admin of your Workable account you can rename or change the type of a stage in a custom recruiting pipeline. Begin by clicking your profile icon in the upper right of Workable. Select Recruiting Preferences from the dropdown menu. Your pipeline settings are at the top of the page that follows.
To rename or change the type of a stage, identify the correct pipeline and rollover the stage. Click the small edit icon that appears at the top right.
Enter a new name (label) and/or select a different stage type. Changing the stage type will alter the icon for this stage, but it will still map directly to the original stage in the Reporting pipeline.
It is not possible to move or reorder stages in your custom pipelines. If you need to make significant updates to your pipelines, contact us.
Deactivating a pipeline
If you won't be using a pipeline any more you can deactivate it from the Recruiting Preferences section of your account. Locate the pipeline and click Deactivate to the upper right of it.
Once the pipeline is deactivated it will not appear for selection when creating a job.
Deactivated pipelines will appear at the bottom of the pipeline list and can be reactivated at any time.
Department and location segmentation
Restrict access to pipelines based on a job’s department and/or location to ensure that the right teams use the processes.
When viewing your custom pipelines under Recruiting Preferences, click Manage to the upper right of the pipeline.
Set the department and location fields based on your company’s structure. You can set multiple departments and locations for a single pipeline.
In order for account members to use that pipeline, the job they are creating must have a matching department name and a matching location.
- If both the department and location fields are left blank then the pipeline will be available for all jobs.
- If either the department or location field is blank then the template can be available for any department or location respectively. E.g. a blank department with a “Boston, MA” location would mean that the template is available for all departments, but the job must be in Boston.
- If you create a job without a department or location then you will only be able to select pipelines without a department or location respectively.
Set a broad location to make the pipeline available for jobs in a big region. The location could be set to “Canada” and the pipeline will be available to jobs in Canada, even though the job itself is likely to be in a specific office (e.g. “Vancouver, Canada”).