To edit a vacancy pipeline, follow these steps.
Step 1: Go to ATS:
Step 2: Click on Vacancies:
Step 3: Click on a vacancy to open it up to view and edit:
Step 4: Click on the ‘Pipeline’ tab:
Step 5: Click ‘Edit Pipeline’:
Step 6: Click, hold, and drag your mouse to move pipeline stages in the order list:
Step 7: To make changes to a stage including renaming, changing the colour or create a new stage, select ‘Manage stages’ at the bottom.
Step 8: To create a new stage, click the ‘+ Create new’ option:
Step 9: Populate the stage properties by providing the stage name, description, colour and what applicant status this stage applies to:
Step 10: Click ‘Save’ to add the new stage to the pipeline
Follow the re-order instructions in step 5 to see how to move the new pipeline stage to the correct order in the list of stages for this vacancy.