What's the difference between a hiring step and a stage?
A hiring stage groups applicants in similar steps to make it easier for you to evaluate them later. The default CareerPlug stages include Needs Review, Reviewed, Assessing, Interviewing, and Verifying. These stages are created when editing your custom hiring workflow by associating a hiring step with a stage. In order to find the stages and see the applicants grouped under a particular stage, you will either look at the filters on your Applicants tab or at the jobs on your Jobs tab. You will see each applicant grouped underneath a stage.
Each hiring step is shown on your hiring workflow. Each represents an individual step that an applicant will go through on the way to being hired (for example phone screen, interview, assessment, background check). These steps can be easily seen by looking at your Applicants tab on the hiring workflow for a particular applicant. For more information on customizing the steps in your hiring workflow, click here: How can I edit or add steps to my hiring workflow?
The hierarchy is stage and then step, meaning steps are associated under stages. One hiring stage, such as interviewing, can have multiple steps associated with it, such as phone screen, first interview, and second interview. When you look at the interviewing stage on your Jobs tab or Applicants tab filters, all applicants that are either currently being phone screened or interviewed for the first or second time will be found in the interviewing stage (as long as you have not modified your hiring workflow)
How do I customize my hiring stages?
To edit your workflow, click on your Account tab then Manage Hiring Process. Click the Custom Hiring Workflow link.
To enable a custom hiring workflow, click "Enable Custom Hiring Workflow."
You can add or edit existing hiring steps by clicking on the Edit link to the right of the workflow you would like to change. Click on the name of a step whose stage you would like to change.
When you're editing a step, you will be asked to associate it with a stage for it to be grouped under. Select a stage from the drop box, or create your own.
To customize or create a new step, click either the Add New Stage or Manage Hiring Stages button.
If you are adding a new stage, click the button then type your new stage title and click the blue + sign to add the stage.
If you are managing or editing hiring stages you have already created, you will click the pencil to edit the stage title or the X to delete the stage. Click Done when finished.
Click the blue Update Hiring Step button at the bottom to save your customizations.