18Pipeline Management
Pipeline Management
Pipeline Management
Pipeline Management provides the ability to distinguish between contacts and candidates and to build a pipeline of contacts who can be tracked and managed separately.
The Talent acquisition process includes the development of contacts, which are individuals who have never been considered for a job, but have the skills, background, and experience an organization is looking for. Pipeline Management provides customers with a way to manage the lifecycle of candidates through the state of being a contact in a pipeline to being considered on an open requisition.
The system now differentiates requisitions as follows: job requisitions used to hire candidates, and Pipeline Requisitions to build a pipeline of candidates.
Two Pipeline requisition types are available:
Pipeline - General
Pipeline - Executive
Configuring Pipeline Management
The configuration of the Pipeline Management functionality consists of the following steps.
Activate the Candidate Pipeline Functionality Activation recruiting setting.
Optional: Configuring the "Threshold to Collect EEO information (USA)" setting to display the Diversity block in the Career Section in order to collect EEO information.
Activating Pipeline Requisition Types
In the Available Requisition Types list, select Pipeline - General and/or Pipeline - Executive.
Click Add.
Click Done.
The requisition types are available to Recruiting Center users when they create a requisition.
Creating a CSW Step of Type Pipeline
The step appears in the Steps page and can be used in a candidate selection workflow.
Creating a Candidate Selection Workflow of Type Pipeline
The Pipeline candidate selection workflow can be used by Recruiting Center users in Pipeline requisitions.
Granting Pipeline Management Permissions
The Manage user types user type permission is required.
Click a user type.
Click the Recruiting functional domain.
Click Edit next to Requisitions.
In the Requisition types section, select the Pipeline permissions:
Allow access to pipeline - general requisitions
Allow access to pipeline - executive requisitions
Click Save.
Configuring the Setting to Collect EEO Information (USA)
In the Refine by list, select Category, then Equal Employment Opportunity (EEO), and click Refresh.
Click the setting name Threshold to Collect EEO information (USA).
Click Edit.
Set the value to Never.
Click Save.
In the case of Pipeline requisitions, the Pipeline reference model is before the NEW status. When the setting is set to Never, it means that there is no threshold applied and the Diversity block in the Career Section will display in order to collect EEO information.
Pipeline Management - Other Configuration Tasks
Adding the Requisition Type Column in Requisitions List
Click the Requisition tab.
In the Show list, select a variation and click Refresh.
Click an item in the list.
In the Columns in this Context tab, click Add...
Select the Requisition field group.
Select Requisition Type in the Available Fields list.
Click Add.
Click Done.
The Requisition Type column appears in the Columns in this Context tab. The column is available to Recruiting Center users when they customize their list formats.
Activating the Self-assigned Task Action Inside a Step
The Self Assigned Task action must be available (Candidate Selection Workflow / Actions tab)
In the Actions tab, click the Self Assigned Task.
Select Available.
Click Done.
In the Steps tab, click the step where you want to add the action.
In the Actions Usage tab, click Add...
Select the Self Assigned Task action.
Click Done.
Click Done.
The action is added to the selected step. When a candidate gets to the step where the Self-assigned Task action was added, Recruiting Center users have the ability to select the Create a self-assigned task option in the Change Step and Status window or Bypass window. If the option is selected, users have to provide a name, due date, description, and comments for the self-assigned task. The task then becomes available under the Tasks tab.
Adding the Most Advanced Progression Status in Candidates List
Click the Candidate tab.
In the Show list, select a variation and click Refresh.
Click an item in the list.
In the Columns in this Context tab, click Add...
Select the All field group.
Select Most Advanced Progression Status in the Available Fields list.
Click Add.
Click Done.
The Most Advanced Progression Status column appears in the Columns in this Context tab. This column is available to Recruiting Center users when they customize their list formats.
Making the Most Advanced Progression Status Field Available for the Advanced Search
The Candidate Search option available in the Properties page of the Most Advanced Progression Status field must be selected.
In the Field Group field, select Basic Profile.
In the Available Fields list, select the Most Advanced Progression Status field.
Click Add.
Click Save.
The field appears in the Selected Fields list. It is available to Recruiting Center users when they customize the advanced candidate search form provided they have access to the advanced search.
Pipeline Management - Permissions and Settings
The following permissions and settings are used to configure the Pipeline Management functionality.
| User Type Permission | Description | Location |
|---|---|---|
| Allow access to pipeline - general requisitions | Allows Recruiting Center users to create Pipeline requisitions for any type of requisition except executive. | Configuration > [SmartOrg] Administration > [Users] User Types > Recruiting > Requisitions |
| Allow access to pipeline - executive requisitions | Allows Recruiting Center users to create pipeline requisitions for executives. | Configuration > [SmartOrg] Administration > [Users] User Types > Recruiting > Requisitions |
| Setting | Description | Default Value | Location |
|---|---|---|---|
| Candidate Pipeline Functionality Activation | Activates Pipeline requisition types (General & Executive) as well as an additional workflow step (Pipeline). | Off | Configuration > [Recruiting] > Settings |