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Customising your candidate pipeline

Adding your own interview stages to the candidate pipeline and why some are locked

Written by Luke Pitkin

Make the interview process in Giig match how your desk actually works.

Hey! Luke here, founder of Giig 👋

The interview pipeline is where you track candidates for a job, from applied all the way through to hired. Every agency does this a bit differently, so on Giig Plus and Giig AI you can add your own stages, and even have Giig do a job for you when someone lands in one.

Opening the customise screen

Open the pipeline and click Customise in the top right. You can also get there from the settings cog, then Customisation, then Interview Pipeline.

Adding your own stages

  1. Click + Add Stage wherever you want the new stage to go.

  2. Give it a name, like Phone Screen or Client Test.

  3. Click the colour box to pick a colour, and use the arrows to drag it into place.

Triggered actions

Each stage you add can have a Triggered Action, something Giig does for you when a candidate lands in that column. You can choose Send Email, Set Task, Set Interview or Add To Candidate List.

To set up an email, choose Send Email, pick the Email Template you want to go out, and hit Save. (Or leave it on Select at time of action to choose the template each time.)

Now when you drag a candidate into that column, the right-hand panel slides out with your template email ready to go. Check it and hit Send Email.

Why some stages are locked

The actions on the stages Giig starts you with are greyed out, and that's on purpose. When a candidate lands in one of those stages it feeds your reports and analytics, so they stay locked to keep your stats right. Downgrading to Starter resets the pipeline to the standard one.

Got a team?

Your team won't see new stages until Giig refreshes their session. To do it straight away, click Logout Team Members and Refresh Sessions at the bottom of the page.

What about the company pipeline?

You can customise your company pipeline (for clients and prospects) in exactly the same way. It's the Company Pipeline tab next to Interview Pipeline. The job pipeline can't be customised, it moves along by itself.

💡 Pro tip: keep it lean. Every extra stage is another card you've got to remember to drag.

📹 Watch a Full Giig Walkthrough

Need a hand?

Look, software's only useful if it actually helps you place people faster, that's the whole point of Giig. If something's not clicking, or you think a feature's missing that would make your life easier, tell me. I'm not a faceless support team, I'm the guy who built this thing. Email me: support@giighire.com

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