<aside> 💡 If you are using multiple different interview plans, you can use this feature to bucket your interview stages across plans into a common set of stages for reporting.

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Section overview:

Grouped interview plan overview

If you are using multiple different interview plans, you can set up a grouped interview plan to bucket your interview stages into a common set of stages for reporting.

To configure your grouped interview plan, navigate to Admin → Data Management → Grouped Interview Plans. Check the Enable Group Interview Plan? checkbox. Next, click +Add to add the high-level interview plan stages to the Lead, Active and Completed sections as needed.

Map plan stages to grouped interview plan

Once your grouped plan is configured, you can map the stages within each of your interview plans to the corresponding stages in your grouped plan. To map stages, navigate to Admin → Interviews & Scheduling → Interview Plans, select an interview plan, and select the appropriate stage from the dropdown menu in the Map To column.

Grouping Stages when reporting

When creating a report relating to your interview pipeline, you will see the checkbox option to Group Stages?

Checking this box will use your grouped interview plan stages, bucketing your individual interview plans and showing a streamline version of the report.

Questions or feedback? Let us know at [email protected] - we love hearing from you!