Using substages
Sub-stages are a way of further organising your candidates without crowding your pipeline with extra stages. They can be used to keep track of how much progress has been made with that candidate within the larger stage.
You are able to add/edit sub-stages by going to Global Settings > Recruitment > Recruiting Pipeline and clicking on the 
icon next to the appropriate stage. Find out more.
How to assign a candidate to a substage
- Click on the candidate's profile in the Pipeline or in the Candidates tab.
- In the candidate’s full profile, click on Select Substage under the replica pipeline view.
- Click on a substage to assign it to that candidate. Only one sub-stage can be assigned at a time.
Filtering by substage
- Click on the Pipeline tab.
- Next to the name of a stage, click on
.
- If the stage has substages, a drop-down menu will appear. The numbers next to each sub-stage show how many candidates have been assigned to it.
- Click on a substage to show only the candidates assigned to that substage in the pipeline. A red tag will appear to show that the stage has been filtered.
Sub-stages are tied to their larger stages, so they are reset when a candidate is moved to a new stage
Related Articles
Using workflow automation with eyrecruit
Workflow automation helps you streamline your recruitment process. It's made up of rules that trigger actions when certain activities are performed. For example, you could set it up so that marking a candidate as Disqualified sends them an email. In ...Using bulk actions on the jobs page
Publishing/Unpublishing multiple jobs In eyrecruit, click on the Jobs tab. A checkbox will appear when you hover over a job. Click it to select that job. You can select multiple jobs. A menu will appear on the top left with actions you can apply to ...Using the search function in eyrecruit
In eyrecruit, in the top right corner, is a search bar that you can use to search across all candidates and jobs saved on the eyrecruit system. Click on the search bar so that it expands. Start typing in what you’re looking for. If something matches ...Using the tasks screen for candidates
Tasks are a way of keeping track of any actions you need to complete that are associated with people on the system. You can use the task screen to see all tasks assigned to you, as well as all other public tasks on the system. Adding a public task ...Using bulk actions on your pipeline
Moving multiple candidates between stages On your pipeline, hover over a candidate name to bring up a checkbox. Click it to select that candidate. Do the same for all candidates you want to select. A menu will appear in the top left. Click on Move ...