Click on 'Settings' in the left sidebar at the bottom of the navigation menu.
Pipeline Templates
Create and manage recruitment pipeline templates to standardize your hiring process.
Pipeline templates define the stages candidates go through during the recruitment process. You can create multiple templates for different types of positions and reuse them when creating new jobs.
1
Go to Settings
2
Open the Your templates tab
Click on the 'Your templates' tab to see and manage your pipeline templates.
3
View existing templates
In the Template list on the left, you'll see all available templates. GoJobee includes a 'Default Flow' template that you can use as a starting point.
4
Create a new template
Click the yellow 'Add template' button to create a new pipeline template. Enter a descriptive name for your template in the 'Template name' field.
5
Configure Applicants stages
The 'Applicants' section contains stages for new applications. Click 'Add stage' to add stages like 'New', 'Resume Review', etc. These are typically the initial screening stages.
6
Configure Process stages
The 'Process' section contains active recruitment stages. Add stages like 'Phone Screening', 'Interview', 'Technical Assessment', 'Final Interview', etc.
Arrange stages in the order candidates will typically move through them.
7
Configure Hired stages
The 'Hired' section contains final stages. Add stages like 'Offer Extended', 'Hired', or 'Onboarding' for candidates who progress to the end of the process.
8
Set as default
Check 'Mark as default' if you want this template to be automatically selected when creating new jobs.
9
Save or delete templates
Click 'Save' to save your template changes. To remove a template, click 'Delete template'. Note that you cannot delete a template that is currently in use by active jobs.
10
Set up automations for stages
Each stage in the template editor has a lightning bolt icon (⚡) in the column header, next to the stage name. Clicking this icon opens the 'Manage automations' modal, where you can define actions that run automatically when a candidate enters that stage.
How to configure automations:
1. Click the lightning bolt icon (⚡) for the desired stage.
2. In the modal, click the 'Add Automation' button.
3. Select an action type from the list (see below).
4. Configure the action details (e.g., select an email template).
5. Click 'Save' to activate the rule.
You can add multiple automations to a single stage (e.g., send an email AND add a tag).
Available automation actions:
- Send Email: Automatically send an email to the candidate (requires a template).
- Add/Remove Tags: Label the candidate for easier filtering.
- Add Note: Add a system note to the candidate's profile.
- Manage Followers: Add or remove team members from following the candidate.
- Manage Job Assignment: Assign or remove the candidate from valid jobs.
- Move to Stage: Automatically move the candidate to another stage (beware of loops!).
- Request Review: Send a candidate review request to a recruiter.
Well-designed pipeline templates help standardize your recruitment process and make it easier to track candidates across different job openings.