The Pipeline tab shows the recruitment pipeline assigned to the position and its stages. It also displays all applicants for the position and their current stage in the recruitment process.

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

You can set up actions to:

You can use a custom email or select an existing email template. If needed, you can also create a new scorecard for the stage.

The Calendar tab shows all recruitment events for applicants in the position's pipeline. This includes interviews, phone calls, and video calls scheduled from an applicant's profile.

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

You can also sync the calendar with external applications, such as Outlook or Google Calendar, using the provided webcal link. Choose whether to sync all recruitment events or only those you're attending.

The Activity tab shows a history of changes made to the position, including who made each change and when it happened.

You can use this tab to track actions such as:

The Reports tab provides an overview of applicants for the position, including both active and disqualified applicants. It shows how many applicants are in each stage of the recruitment pipeline.

The Sources section shows where applicants came from. This depends on the source you selected when you added the applicant or how they applied, such as a careers page or employee referral.

For more information about applicant sources, see Create a custom source.

The Documents tab stores files uploaded for the position. Anyone with permission to view the position, such as hiring managers and administrators, can access and download these documents.

Use this tab to store resources that support the recruitment process, such as: