The Workflow Stage Groups feature in Pinpoint allows you to categorize different stages of the hiring process for improved reporting. This functionality enables you to customize the way you view and analyze your hiring workflow, providing deeper insights into your recruitment process. In this guide, you'll learn how to create a new hiring workflow group and subsequently generate a report based on that group. For a video showing how this works, please check out the Hiring Workflow article.
How do I Create a New Hiring Workflow Group?
To create a new hiring workflow group, follow these steps:
Navigate to Hiring Workflows
Go to Templates > Hiring Workflows, then click on the Workflow Stage Groups tab and select "Create New".
Name Your Group
Give your new group a name and pick a color. Click "Create".
Add a Stage to Your Group
Now that you have created the group, go to the Workflows page and select a workflow to which you want to add a stage.
Edit or Create a Stage
Either create a new stage or edit an existing stage. From here, select the new Workflow Group for that stage. You may need to refresh the page for the option to show up.
That's it! You have successfully created a new hiring workflow group. You can now use this group to analyze time spent in each stage and conversion rates within the group.
How do I Create a Hiring Workflow Group Report?
Once you have created your hiring workflow group, you can generate a report to analyze the data within that group. This helps you gain valuable insights into your hiring process and supports informed decision-making.
Navigate to Insights Hub
Go to the Insights Hub and either create a new page or open an existing one.
Add a Widget
Click on the "Add Widget" button in the top right corner.
Select Data
You can now add workflows as a subject and select the appropriate data from there.
For example, I created a bar chart showing the average time spent in each group.
Now, I can see my report from the Insights page, which has been updated in real-time.
Congratulations! You now know how to create a new hiring workflow group and generate a report for it. We hope this feature helps you gain valuable insights and streamline your hiring process.
FAQs and Troubleshooting
Does the order of the groups matter?
Yes, the order of the Hiring Workflow Groups is the order the report will show in. You should order the groups in the most typical linear progression that candidates should take for the most accurate reporting.