Multiple custom pipelines can be used to create different hiring processes for different types of jobs. If you have multiple pipelines and want to report on all of them at the same time, the reporting pipeline is what Workable uses to combine reporting data.
If you report on just one type of job, that specific recruiting pipeline will be used instead to provide a more granular view. Learn more here.
💡 Understand pipeline differences: Recruiting vs. Reporting pipeline
All pipelines must "fit" into a single overall reporting pipeline. In the example below, we are editing a pipeline and have added two stages under "Phone Screen" which is a reporting pipeline stage.
Here, your reporting pipeline is shown at the top. Below, a recruiting pipeline is shown with unique stages that fit up into the reporting pipeline e.g. the stages 'Technical Interview' and 'VP Interview' fit into the 'Interview' stage of the reporting pipeline.
Below, the reporting pipeline at the top would be used when filtering reports for both "Junior Level/Intern" jobs and "Mid Level Commercial" jobs. Rather than seeing the "Hiring Manager" and "VP Interview" stages represented, a single stage called "Interview" would combine that data.
It is not required that pipelines include a stage for every reporting stage. Above, the "JuniorLevel/ Intern" pipeline does not have Shortlisted, Test, and Assessment stages at all.
Editing the reporting pipeline
Once your reporting pipeline is set up, it is unusual to make changes. If you edit or delete a stage of the reporting pipeline this will impact all pipelines in the account as well as reporting for all jobs (both active and archived jobs).
Before you can delete a stage in your reporting pipeline, please ensure that you have removed any other stages mapped to it in your recruiting pipelines. This includes stages in both active and disabled pipelines. If other stages are mapped to a reporting pipeline stage you want to delete, the option will be displayed as disabled with the following message.
A typical reporting pipeline
The most effective pipelines are 12 stages or less but you can add some extra stages if needed. A typical reporting pipeline might look something like this:
- 1st Round Interviews
- 2nd Round Interviews
The overall recruiting flow represented above will leave room for customizations across specific pipelines. Click here to download some pipeline examples for different types of jobs.