Purpose

This article guides you through managing stage groups in the Configure stages step of Analytics Product Setup. Stage groups define the buckets of your recruitment funnel. Once configured, your ATS stages are mapped into these groups to power funnel metrics and dashboards.

Audience

New users, administrators (admins), solution architects, partners, and Eightfold employees.

Getting Started

1. Navigate to Admin Console > Home > Product Setup.
   
2. Under Analytics, click Set up.
   
3. Click Configure stages.

The Configure stages page opens as a kanban view. Each column represents a stage group (for example, New Applications, Phone Interviews, Onsites, Offer). The Unmapped stages panel on the left lists ATS stages that have not yet been assigned to a group.

Note: Error banners appear at the top of the page when required Eightfold standard stage groups are not yet mapped, or when the stage group order is invalid. Resolve these before saving.

Adding a stage group

1. Click + Add stage groups in the top-right corner.
   
2. In the Add stage group dialog:
   
   • Stage group name — enter a display name for the group.
     
   • Map to Eightfold stage group — select the corresponding Eightfold standard stage from the dropdown (for example, EF_Onsites, EF_Hired).
     
3. Click Save.

The new stage group appears as a column in the kanban view.

Renaming a stage group

1. Click the ⋮ (more options) icon on the stage group column header.
   
2. Select Rename.
   
3. Enter the new name and confirm.

Deleting a stage group

1. Click the ⋮ (more options) icon on the stage group column header.
   
2. Select Delete.
   
3. Confirm the deletion.

Note: Deleting a stage group removes the column and unmaps any stages assigned to it. Those stages will appear in the Unmapped stages panel and must be reassigned.

Reordering stage groups

Stage group columns can be reordered by drag and drop. The order of columns determines the sequence of the recruitment funnel in your dashboards. Ensure the order reflects the actual progression of your hiring process from left (earliest stage) to right (latest stage).

Note: If the stage group order is invalid, an error banner will appear. Reorder the columns to resolve it.

Updating the data

After making all your configuration changes, click Refresh data warehouse on the Configure Analytics hub page to push your updates to the Data Hub and dashboards. Ideally, perform all configuration changes together before clicking Refresh data warehouse, as this option is disabled once a refresh is triggered and only becomes available again after the existing refresh process completes.

Note: It takes up to 48 hours for the data warehouse refresh to complete and for changes to reflect in dashboards and Data Hub.

Usage

Required/Optional: Required

Tips

• Before configuring stage groups, map out your entire hiring process. Identify key stages such as initial screening, technical interview, HR interview, and final decision in chronological order.
  
• Ensure roles have consistent stages so that stage groups are aligned and the funnel is not distorted. This helps compare candidates fairly and maintain a standard process across the organization.
  
• A healthy funnel should show progressively fewer applications as stages advance. Use the stage order to validate this before saving.

FAQs

How do I handle different interview processes for different departments? Group stages across a consistent set of stage groups. For example, if Department A has one interview stage and Department B has three, you can place all of them under a single stage group. This ensures consistency of the funnel and metrics across the organization.

Do we need to map new stages introduced in the ATS? Yes. If a new stage is added in your ATS, it will appear in the Unmapped stages panel and must be assigned to a stage group.

Do we get a notification after the data warehouse refresh completes? No notification is sent when the refresh is complete. Once the refresh pipeline finishes, the button becomes available again after 48 hours.