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Why selecting the right stage category while creating stages is important
Why selecting the right stage category while creating stages is important
Amritanshu Anand avatar
Written by Amritanshu Anand
Updated over a week ago

Stage categories play a really important role inside Recruiterflow and users should use them wisely while creating the default pipeline or adding a new stage inside a job.

Recruiterflow has the following stage categories that can be selected while creating the default pipeline or editing a job:

Recruiter Screen

When it can be used?
This category is typically used for stages where the internal recruiter screens the candidates to see a potential fit for the role.
This includes but is not limited to initial screening call by the recruiter, recruiter going through the resume to see a mutual fit, etc. A recruiter usually either rejects the candidates or submits the candidate to the client after this stage.

Why it is important?
This comes in handy when you are trying to see how candidates did the recruiter screen for a particular role and how many of them were finally submitted to the company.


Company Submission

When it can be used?
This stage category should be used for stages where the internal team is submitting or sending the candidate details to the client.

Why it is important?

This stage category is probably one of the most important ones. It includes but is not limited to the following metrics:

  • Number of submissions per job

  • Number of submissions per client

  • Number of submissions per recruiter

  • Number of submissions in a particular time frame

  • Milestone metrics

Client Screen

When it can be used?
This stage category is used for stages where once a candidate has been submitted to the client, the hiring manager or the recruiter in the company screens the candidates for the role and decided whether they want to interview the candidate or not.

Why it is important?
This stage gives you an idea about the quality of submissions your team is making. In an ideal case, all the candidates submitted should be interviewed at the company but as we know the world is not ideal and the client might feel that out of the submissions made, some might not be suitable for the role.

Client Interview

When it can be used?
This stage category should be used for stages where the client interviews the candidate for a role. This can include a single as well as multiple round of interviews.

Why it is important?

This stage category is probably one of the most important ones. It includes but is not limited to the following metrics:

  • Number of client interviews per job

  • Number of client interviews per client

  • Number of client interviews per recruiter

  • Number of client interviews in a particular time frame

  • Milestone metrics

  • Submission to Interviews ratio

  • Interviews to Hire ratio

Reference Check

As the name suggests, this stage category comes in handy for stages involving reference checks. Ideally, this category comes in after client interviews are finished and the client wants to do a background check or a reference check.

Others

Have a stage type in mind that doesn't fit in any of the above stage categories, you can always choose Others as a stage category.

This makes sure that while your stage is defined, it doesn't affect other metrics that rely on stag categories.

Additional Information:

Apart from the above, we also have some system-defined stages that are used for internal logic and cannot be modified. These stages include

  • Sourced: These are for candidates that are directly added to Recruiterflow by a sourcer/recruiter on Recruiterflow or in a job.

  • Applied: Candidates who apply via job boards or the careers page, reach this stage. A candidate can enter the pipeline either through Sourced Stage or Applied Stage.

  • Disqualified: This stage runs parallel to the entire pipeline. You can reject candidates and move candidates to the disqualified category by choosing a reason.

  • Offer: Candidates who have received an offer from the client

  • Hired: Candidates who have accepted the offer and have been Hired by the client

Have a question? Feel free to reach out to us.


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