The system will then show you a menu where you can either choose and use our ready-made template called "Basic Sorting" or you can build your own template from scratch. If you decide to create your own flow, but you don't feel like creating a template from scratch, you can edit a template that is already in the system and then save it as a new one via the "Save as new" button. The original template will remain in the system, but a new one will also be created there.
As for the editing possibilities of individual flow phases, let's now show it on our ready-made template.
Attention: when creating or editing templates, everything must be saved in two steps (individual flow phases and then the entire template - we will show you in the video below).
Click on one of the pre-prepared flow stages and select either the option to edit or add a new one (see screenshot). The range of settings will be the same for each option.
Now select what action should be triggered by moving the candidate to this stage of the flow. These actions are then linked to specific e-mail templates that you can send to the given person after moving the candidate from phase to phase - this functionality is described in more detail in this article.
You can choose from the following options:
Name the phase to match the terminology you normally use in your company, eg "Pre-selection", "Pre-screening" or "1st round interview".
It's not that important, but setting different colors for different stages of the hiring process can help you better navigate your hiring funnel or pie charts if you want to track your recruiting stats. The color is also displayed in the position detail where you move the candidate from state to state.
Once everything is set, save the changes by clicking the "Confirm Change" button. This will save you this stage. After setting all the stages and the name of the flow, save the entire template by clicking the button "Save existing" (the current template will be overwritten) or "Save as new" (a new template will be created).
Creating a new template and editing / adding individual flow phases in a nutshell:
A video that focuses more on SLA (service level agreement) and why it is good to work with it as part of our ATS can be found at this link. However, it is when setting up the recruitment flow that you can determine what your SLA will look like for the individual stages of the process. Just click on the "Edit SLA flow" button and start setting it up.
In order to be able to measure SLAs for individual process phases, this function must first be enabled. In the new window, immediately check the option "Measure SLA for candidates in flow ...". After that, you can determine the number of days that the candidate should spend in the individual stages of the process. TTO (time to orange) is the optimal number of days, TTR (time to red) is critical. Exceeding the TTR essentially means violating the SLA. Finally, don't forget to save the settings.
The settings can then look like this:
You can also watch the entire SLA setting process step by step in the video: