Pinpoint's Hiring Workflow templates allow you to create a set of standardised hiring processes for your roles, by assigning a number of stages to move candidates through in their journey from Applied through to Hired or Rejected. Managing hiring workflows effectively is crucial for streamlining your recruitment process. By customizing these templates, you can ensure consistency and efficiency across your recruitment efforts.
These template workflows can then be picked when creating a new vacancy in Pinpoint. If however, you want to change which template workflow a vacancy is using after the job has been made live, you can do so from within the Job's overview page by clicking on the Edit menu, and then the Edit Stages sub menu. Note that this process applies to individual jobs and does not affect the default templates used for future vacancies.
From the Edit Stages page, you can either choose to add or remove individual stages (B) or in this case, choose a whole new template from the New Hiring Workflow drop down menu (A).
Once you've chosen another workflow to use, press the Map Stage button.
The workflow reassignment page will appear. In this page, you will need to configure which stage candidates will appear in once the new workflow has been applied, based on the stage they are currently in. In the example below, candidates who reside in a stage called Review currently, will be moved into the 'Pre Screen' stage when the new workflow is applied.
Once you have mapped all the current stages to all the new stages, you will be able to complete the transfer but clicking the Reassign Workflow button at the bottom of the page.
The new workflow will now be applied and ready to use.
Key Takeaways
Existing jobs require manual updates to their hiring workflows.
Future jobs can automatically adopt customized workflows by updating the hiring workflow templates.
Use the "Templates" section in your Pinpoint account to manage and customize workflows efficiently.
Setting Default Workflows for Future Jobs
To ensure that future jobs automatically use your customized hiring workflow stages, you can update the hiring workflow templates. Here’s how:
Go to the "Templates" section under settings in the left hand navigation bar and select "Hiring Workflows."
Choose the relevant hiring workflow template you want to update.
Edit or add stages to the template as needed.
Save your changes. When you create a new job and select the updated template, the customized stages will be applied automatically. This eliminates the need for manual updates for future positions.