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Pipeline Stage Types

There are several general categories that Pipeline Stages fall into.

Sourced includes applicants who meet the job specifications, who are either currently working or who have not yet heard about the job opening. They are found and sourced by the recruiter. The recruiter then initiates outreach messaging to see if they are interested in pursuing the position.

  • The stages included in this part of the process are Sourced, Passive Outreach, and Interested.

Applied refers to applicants who directly apply to the job advertisement.

  • The stages pertaining specifically to this group are Applied, when they are welcomed, and Engagement, which, if applicable, sends the applicants a link to an application questionnaire to complete.

The next bucket of stages, within Screened, pertains to the various aspects of the screening or vetting process.

  • Initial Tasks Complete is the stage applicants are updated to when they complete the application questionnaire.

  • Screened is the stage applicants are updated to after the recruiter has visually screened them. Often this is the stage used to trigger candidate notification emails to the client point of contact.

  • Phone Screen-Invited and Phone Screen-Scheduled are the stages the recruiter uses to coordinate phone screen calls with applicants.

  • Client Profile Review is the stage used to trigger candidate notification emails to the client point of contact once they have been phone screened by the recruiter.

  • Assessment, if applicable in the process, is used to trigger an assessment link to the candidates.

  • Contacted can be used to track applicants to whom the client has reached out to.

  • Nurture-Req Filled is often used when a job is closed to notify existing candidates in the pipeline as well as to let them know their information will be kept on file for future opportunities.

  • Interested in Other Roles is a stage that can be used to keep track of applicants that may desire or be better suited for other roles within the company.

  • At Risk Candidates is often used for candidates that have been sent to the client and have remained in the Screened stage for 5 days or longer, to help flag them as time sensitive for review.

  • Disengaged is what applicants are updated to who do not complete the application questionnaire after 10 days.

  • Talent Pool-Cold is what sourced applicants are updated to after 30 days if they do not respond as interested to the passive outreach messaging.

  • Phone Campaign is used for accounts that also have a phone outreach campaign for their sourced applicants.

  • Nurture Drip is the stage where sourced applicants involved in the prior mentioned Phone Campaign stage are updated to if they are unable to be reached after multiple attempts.

The following bucket is comprised of the Interview stages.

  • Scheduling Interview is a stage used to trigger an email sent to the candidate connecting them with the client and coordinating the scheduling of the first interview between them.

  • First Interview is a stage used to track the candidates that have been scheduled for the first interview with the client. There can also be automations/messaging associated if desired.

  • Final Interviews is a stage used to track candidates that are progressing to the final stage of the interview process with the client. There can also be automations/messaging associated if desired.

After all mentioned above, there are 4 general stages that remain:

  • Offer can be used to track candidates to which an offer has been made. There can also be automations/messaging associated if desired.

  • Hired is used to track the candidates that have been hired to this requisition. There can also be automations/messaging associated if desired.

    This stage also allows us to provide data about the hire, such as date filled, time to find, time to hire, and time to fill.

  • Opt-out is a stage that contains any applicants who opted out of the process and communications.

  • Disqualified is the stage used both by recruiter and client to categorize applicants who did not meet the needed criteria for the role in order to proceed through the rest of the hiring process. Updating applicants to the Disqualified stage also triggers an email to them thanking them for their time and interest in applying and letting them know that they are not being considered for the position.

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