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Add or edit a hiring process

This article is for Hire Admins.

A hiring process is a template that is assigned to a job in Hire. Hiring processes include modifiable hiring stages (e.g. phone screen, onsite interview) that your company uses to evaluate candidates. Hire Admins select the hiring process to use when they create a job.

A Hire Admin can create and modify any number of hiring process templates that can be applied to jobs. Admins can also set the default process that’s applied to a job.

Admins can update a hiring process at any time. When you edit a hiring process, the jobs currently associated with the process update when you save the changes.

Add a hiring process template

  1. Sign in to Hire.
  2. Select Menu Menu and then Admin and then Hiring process.
  3. At the top right, select Add Add.
  4. Under "Template name," enter a new name.
  5. To add additional hiring stages, select Add stage.
  6. Choose a reporting category and stage name. You can also create a new stage name.
  7. Select Add.
  8. To change a hiring stage's reporting category, select and move the hiring stage into a new row.
  9. Select Save.

Edit a hiring process template

  1. Sign in to Hire.
  2. Select Menu Menu and then Admin and then Hiring process.
  3. To the right of the template, select Edit Edit.
  4. From here, you can:
    • Update the template name.
    • Select Add stage to add a hiring stage. You'll be required to create a stage name and a reporting category.
    • To rearrange the hiring stages, select and move the stages in the order you want them.
    • To delete a hiring stage, on the right, select Delete Delete.

Reporting categories

When you run the Candidate Pipeline or Conversion Rates report in Hire, the data is broken out into reporting categories: New, Interview, Assessment, Make Offer, and Accepted. As an Admin you can choose which hiring stage corresponds to which reporting category, but you won't be able to add or remove reporting categories or move them. Learn more about running reports.

Select the default hiring process template

Admins can select the default hiring process that’s used for candidate applications that aren’t associated with jobs.

  1. Sign in to Hire.
  2. Select Menu Menu and then Admin and then Hiring process.
  3. On the right of "Hiring process templates," select the drop-down menu and choose a template to set it as default.

Delete a hiring process template

Admins can only delete hiring processes that aren't in use for any active jobs. You can see how many active jobs are using a process under "Current Use."

  1. Sign in to Hire.
  2. Select Menu Menu and then Admin and then Hiring process.
  3. Next to the process you want to delete, select Delete Delete.
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