12Pipeline 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
Using Pipeline Management
Pipeline Management provides 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
Pipeline Requisitions
Two Pipeline requisition types are available when creating requisitions and requisition templates:
Pipeline - General
Pipeline - Executive
A Pipeline candidate selection workflow is selected by default for Pipeline requisitions. This workflow includes one step tied to the Pipeline reference model. See Creating Pipeline Requisition.
Pipeline Requisitions in the Requisitions Channel
The Requisitions channel in the center stage displays requisitions in two groupings: Job Requisitions and Pipeline Requisitions. Pipeline requisitions cannot be displayed in the center stage mini requisition list.
When Recruiting Center users click a status link under Job Requisitions, the Requisitions list is filtered by status and also by the following requisition types: Professional, Executives, Hourly, Campus, Contingent.
When Recruiting Center users click a status link under Pipeline Requisitions, the Requisitions list is filtered by status and also by Pipeline - General, and Pipeline - Executive requisition types. For Pipeline Requisitions, the following statuses can be displayed: Draft, Open, On Hold, Pending. If none of the requisitions has one of these statuses, the count will not be displayed in the Requisitions channel.
Matching Candidates to Pipeline Requisitions
Recruiting Center users can match candidates to Pipeline requisitions. The process is the same as for other types of requisition. See Matching Candidates to Requisitions. In the history tracking for requisitions and candidate submissions, the system will record two entries: one in the source requisition and one in the target requisition.
When a candidate is matched to a Pipeline requisition, from a general profile or submission context, an event is added in the requisition History tab:
Event: Candidates Matched to this Requisition
Details: Candidates were matched to this requisition from xyz
When a candidate is matched to a Pipeline requisition from a submission, an event is added in the History tab of the requisition from where the candidate was matched:
Event: Candidates Matched From this Requisition
Details: Candidates from this requisition were matched to xyz
When a candidate is matched to a Pipeline requisition, from a submission or general profile, the event "Candidate Matched" is added in the History tab of the newly created submission.
Using the Most Advanced Progression Status
The Most Advanced Progression Status feature is used for the Pipeline Management functionality. It allows for easier visibility into those candidates that have not been processed or for which no action has been taken. See Candidate Progression Status.
The Pipeline, Hired, and Contact statuses are supported.
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The Most Advanced Progression Status quick filter is available. Values are:
Contact: Available if Pipeline Management is activated. The person has never been considered for a job or pipeline requisition. Or, the person has been considered for a job and pipeline requisition in the past, but has currently no active job or pipeline submission.
Pipeline: Available if Pipeline Management is activated. The person is not being considered for an active job requisition but is active in a pipeline requisition.
New
Interview (1, 2 or 3)
Testing
Offer
Hire
The Most Advanced Progression Status advanced filter is available.
The Most Advanced Progression Status search criterion can be included in the Advanced Search if the field was made available for search by the system administrator.
Creating a Pipeline Requisition
A user type permission grants users access to this feature.
The requisition appears in the Requisition list and the status is Draft.