Add a new stage to the recruitment process

  1. Go to Recruitment > Lookup Tables.

  2. At the top of the screen, select Stages.

  3. At the bottom of the screen, select Create New.

  4. Complete the fields shown on screen, using this table as a guide:

    Field Description
    Name Enter a name for the new stage.
    Email Subject Enter a subject line for emails sent to candidates about this stage.
    Display in Planner Select this box to show the stage in the Planner.
    This is useful for planning interview sessions and assessment days.
    Multiple Event If you selected Display in Planner and more than one candidate can be shown on the Planner for this stage, select this box.
    Deactivate Login
    Select this box to deactivate candidates' login for your recruitment portal once they reach this stage.
    Background Colour Select the colour-wheel icon and choose a background colour for the stage. Ensure to choose a colour compatible with the text colour.
    Text Colour Select the colour-wheel icon and choose a background colour for the stage. Ensure to choose a colour compatible with the background colour.
    Order Enter the stage’s position in the recruitment process order.
    Best practice is to enter the next number in sequence and use the arrows to change the list order. When saving the stage, a warning message displays if you attempt to use a number already in use.
    Merge Document Select any mail merge document to link to the stage from the dropdown menu.
    Email Hiring Manager Select this box to send a notification email to hiring managers when candidates reach this stage.
    Email Recruitment Manager Select this box to send a notification email to recruitment managers when candidates reach this stage.
    Requires Approval Select this box if you want approval to be given for candidates to reach this stage.
    Show in HR Select this box if you want hiring managers to see all candidates who have reached this stage.

  5. Select Save. A list of fields displays at the right-hand side of the screen.

  6. Drag any field you want to make available for use in mail merges and communications related to the action from the Available Fields list to the Selected Fields list. The Field screen displays.

  7. Complete the Field screen, using this table as a guide:

    Field Description
    Name Enter a name for the field.
    Mandatory Select this box to make the field mandatory.
    Other Enter the field's position in the display order.

  1. Select Save.

  1. At the bottom of the stage details pane, select Save.