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Pipeline funnel report

Learn how to use the report and structure information according to various criteria

Updated over a year ago

A ''Pipeline Funnel'' report is the report where all the information related to a pipeline funnel of candidates is collected and structured.

Getting Started with Filters

The ''Pipeline Funnel'' report includes filters by Date range, Pipeline, Department and Division. By using these filters, you can customize your search and obtain specific information that interests you.

The recruitment funnel is a model that outlines the various stages of the recruitment process, from its beginning to the end. The journey through the recruitment funnel is designed to gradually filter and narrow down the pool of candidates until the most suitable candidate is selected for the job.

Recruitment funnel is focused on gathering data on all the vacancies of the same pipeline.

Understanding the Report

Below is a table that provides information on our hiring process. It includes the following details about each candidate who applied for a vacancy:

  • Application date;

  • Full name;

  • Vacancy;

  • Email and phone contact information;

  • Desired salary;

  • Current status in the hiring process;

  • Reason for disqualification (if applicable).

A pie chart with percentage ratios can be used to visualize the rejection distribution in the taken pipeline.

All reports can be exported to XLSX or CSV format by clicking on the three dots in the upper right corner.

Setting up access rights to the "Pipeline funnel" report in PeopleForce

In PeopleForce, you can customize access rights to the ''Pipeline funnel'' report. Follow these simple steps:

  1. Go to the ''Roles and permissions'' section in the settings.

  2. Select the role you want to customize and click ''Edit''.

  3. In the role editing window, scroll down to the ''Reports'' section.

  4. Select "Pipeline funnel" in the "Company reports" field.

  5. Save the settings.

After saving the settings, users with the corresponding role will have access to the "Pipeline funnel" report.

📌 Note that you must have the appropriate administrator rights to be able to configure access rights.

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