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Recruitment Pipeline Stages (GHL)

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1. Qualified (Automated: Meets basic qualifications)

  • Trigger: Candidates who pass initial qualifications are automatically moved to this stage.
  • Purpose: Tracks candidates who applied and are qualified but have not yet scheduled their Group Interview.

2. Group Interview

  1. Group Interview (Trigger: Candidate schedules interview)
    • Trigger: Automatically move candidates to this stage when they schedule their group interview.
    • Actions:
      • Confirmation and reminders: Automated via the interview confirmation/reminder workflow.
    • Purpose: Tracks candidates who have scheduled their group interview.
  2. No Show – Group Interview (Reference: Missed group interview, rejected)
    • Purpose: Tracks candidates who failed to attend their scheduled group interview.
    • Action: Automatically move these candidates to the Rejected stage (no rescheduling option).
  3. Group Interview Completed (Manual: Candidates selected for next stage)
    • Action: The Operations Manager manually selects candidates from the group interview and moves them to the Send Integrity & Reliability Assessment stage.

3. Integrity & Reliability Assessment

  1. Send Integrity & Reliability Assessment (Trigger: Email/SMS sent)
    • Trigger: Moving candidates to this stage automatically sends the assessment link via email/SMS.
    • Action: Notify the hiring team that the assessment has been sent.
  2. Integrity & Reliability Assessment Sent (Reference: Assessment link sent)
    • Purpose: Tracks candidates who have been sent the assessment.
  3. Integrity & Reliability Assessment Completed (Trigger: Assessment completed)
    • Trigger: Automatically move candidates to the 1-on-1 Interview stage upon completing the assessment.
    • Action:
      • Task for Operations Manager: Create a task for the Operations Manager to review the assessment results and manually schedule the 1-on-1 interview.
  4. Reminder for Incomplete Assessment (Automated)
    • Action:
      • If the assessment is not completed within 1 hour, send a reminder via text.
      • After 2 hours, check again, and if still not completed, automatically move candidates to the Rejected stage.

4. 1-on-1 Interview

  1. 1-on-1 Interview (Manual: Scheduled by Operations Manager)
    • Action: The Operations Manager manually schedules the 1-on-1 interview and moves the candidate to this stage.
    • Automation: Reminders are sent automatically through a separate calendar workflow.
  2. No Show – 1-on-1 Interview (Reference: Missed 1-on-1 interview, rejected)
    • Purpose: Tracks candidates who missed their scheduled 1-on-1 interview.
    • Action: Automatically move these candidates to the Rejected stage (no rescheduling option).
  3. 1-on-1 Interview Completed (Manual: Selected for next stage)
    • Action: The Operations Manager manually moves selected candidates to the In-Person Interview stage.

5. In-Person Interview

  1. In-Person Interview (Manual: Scheduled by Operations Manager)
    • Action: The Operations Manager schedules the in-person interview and moves candidates to this stage.
    • Automation: Confirmation and reminders are sent automatically through a separate calendar workflow.
  2. No Show – In-Person Interview (Reference: Missed in-person interview, rejected)
    • Purpose: Tracks candidates who missed their scheduled in-person interview.
    • Action: Automatically move these candidates to the Rejected stage (no rescheduling option).
  3. In-Person Interview Completed (Trigger: Form completed, task created)
    • Trigger: Automatically create a task for the Operations Manager to review the in-person interview form and decide whether to update the stage.
    • Action: The Operations Manager manually advances candidates to the Unofficial Offer Extended stage if necessary.

6. Unofficial Offer Extended

  1. Unofficial Offer Extended (Manual: Verbal/email offer)
    • Action: The Operations Manager manually moves candidates to this stage when an unofficial offer is communicated verbally or via email.
    • Purpose: Tracks candidates who are awaiting reference checks before formal onboarding.

7. Reference Check

  1. Pending Reference Check (Manual: Review references)
    • Action: The Operations Manager manually moves candidates to this stage to initiate reference checks.
    • Automation: Send an email/SMS to the candidate to provide references (if not already collected).
  2. Reference Check Completed (Manual: Approval for onboarding)
    • Action: The Operations Manager manually reviews and approves references.
    • Purpose: Tracks candidates who have successfully passed reference checks and are ready for training and onboarding.
    • Next Step: Move candidates to the Pending Core Training stage.

8. Training and Onboarding

  1. Pending Core Training (Trigger: Training Invite Sent)
    • Trigger: Automatically send the core training link when candidates are moved to this stage.
    • Actions: Notify the hiring team and track candidates who need to complete training.
  2. Core Training Completed (Trigger: Training completed)
    • Trigger: Automatically move candidates here upon training completion.
    • Action: Notify the hiring team to monitor field training readiness.
  3. Field Training (Reference: Undergoing training)
    • Purpose: Tracks candidates who are actively undergoing field training.
  4. Active Working (Reference: Completed training, active staff)
    • Purpose: Tracks candidates who have successfully completed all training and onboarding steps.

9. Rejected

  1. Rejected (Trigger: Send rejection email/SMS)
    • Trigger: Candidates are automatically or manually moved here based on the following:
      • Missed interviews (group, 1-on-1, or in-person).
      • Failed assessment results.
      • Not selected during the interview process.
    • Actions:
      • Automatically send rejection email/SMS (no team notifications).

Final Pipeline Stages

  1. Qualified (Automated: Meets basic qualifications)
  2. Group Interview (Trigger: Candidate schedules interview)
  3. No Show – Group Interview (Reference: Missed group interview, rejected)
  4. Group Interview Completed (Manual: Candidates selected for next stage)
  5. Send Integrity & Reliability Assessment (Trigger: Email/SMS sent)
  6. Integrity & Reliability Assessment Sent (Reference: Assessment link sent)
  7. Integrity & Reliability Assessment Completed (Trigger: Assessment completed, task for Operations Manager)
  8. 1-on-1 Interview (Manual: Scheduled by Operations Manager)
  9. No Show – 1-on-1 Interview (Reference: Missed 1-on-1 interview, rejected)
  10. 1-on-1 Intervie