Open a position in Recruitment to manage its details, applicants, pipeline, events, activity, reports and documents.

From the position, you can:

For more information, see Add an applicant.

You can select multiple applicants in the pipeline and apply the same action to them.

You can:

The Pipeline tab shows the recruitment pipeline assigned to the position and its stages.

You can also see each applicant and their current stage in the recruitment process.

Select the cog icon next to a stage to configure actions when an applicant moves to that stage.

You can set up Sage HR to:

You can write a custom email or use an existing email template.

For more information, see Set up email templates.

You can also create a scorecard to use for a stage.

The Calendar tab shows recruitment events for applicants in the position's pipeline.

These events include:

You can filter the calendar to show all recruitment events or only events you're involved in.

You can also sync recruitment events with applications such as Outlook or Google Calendar using the provided webcal link.

Choose whether to sync all recruitment events or only events you're attending.

The Activity tab shows changes made to the position, including who made each change and when.

You can use the activity history to track:

The Reports tab gives you an overview of active and disqualified applicants for the position.

You can see how many applicants are in each stage of the recruitment pipeline.

The Sources section shows where applicants came from.

The source depends on information recorded when the applicant was added or how the applicant applied.

Sources can include a careers page or employee referral.

For more information, see Create a custom source.

The Documents tab stores files uploaded for the position.

Hiring managers, administrators, and other users with permission to view the position can access these documents.

You can use this area for position-related resources, such as: