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        Interview stage mapping to stage groups

        scheduleLast updated on November 13, 2026

        This page explains the importance of Interview Stage group mapping and gives a high level overview. The target audience is analytics dashboard users.

        Background

        Eightfold “stage group mapping" standardizes and streamlines reporting across different recruitment stages in the recruitment process. This feature lets customers map their specific interview stages to standard stage groups defined by Eightfold. This facilitates consistent and meaningful reporting by providing a standardized framework for analyzing key performance indicators (KPIs), such as the number of hires, offers, interviews, and new applicants.

        Key elements of stage group mapping

        The standardization from stage group mapping helps organizations track and analyze their recruitment data, leading to more informed decision-making and improved hiring outcomes.

        • Recruitment Stages: These are the various steps or phases in the hiring process, such as initial screening, first interview, and second interview.
        • Stage Group Mapping: This refers to the process of associating or mapping the customer's specific interview stages to predefined stage groups established by Eightfold. This mapping takes place within the Eightfold platform.
        • Standard Eightfold Stage Groups: Eightfold provides a set of standard stage groups (new_applicant, phone screen, onsite/interview, offer, hired) that serve as a common framework for reporting. These groups can be designed to encompass similar types of interview stages across different organizations or industries.
        • Analytics Dashboard: This is a tool or interface within the Eightfold platform where users can view and analyze recruitment metrics and KPIs. By mapping your company’s interview stages to Eightfold stage groups, you can ensure Eightfold dashboards accurately reflect your business’ metrics, and deliver meaningful insights about your hiring processes.
        • Key Performance Indicators (KPIs): These are quantifiable metrics that help organizations measure and evaluate their performance in various aspects. In this context, KPIs like the number of hires, offers, interviews, and new applicants are crucial for assessing the success and efficiency of the hiring process.

        Information flow from config to dashboards

        The following chart provides an overview of how stage mapping information is propagated.

        Information from the stage mapping to the dashboard.

        ‘Stage Group’ formatted formula used in the Quicksight Dashboards

        ifelse(
        /* New Applicant */
        toLower(trim({stage_group})) = 'new_applicant', 'New Applicant',
        
        /* Phonescreens */
        toLower(trim({stage_group})) = 'phonescreen', 'Phonescreen',
        
        /* Onsite/ Interview */
        (locate(toLower(trim({stage_group})), 'onsite') > 0 OR locate(toLower(trim({stage_group})), 'interview') > 0), 'Onsite/ Interview',
        
        /* Offer */
        
        trim(toLower({stage_group})) = 'offer' , 'Offer',
        
        /* Hired */
        trim(toLower({stage_group})) = 'hired', 'Hired',
        
        /*The stage groups which are not covered in the above conditions will get picked up due to the column mentioned below */
        
        {stage_group}
        )
        

        Formula guide

        ifelse

        • Definition: ifelse evaluates a set of if, then expression pairings, and returns the value of the then argument for the first if argument that evaluates to true. If none of the if arguments evaluate to true, then the value of the else argument is returned.
        • Syntax: ifelse(if-expression-1, then-expression-1 [, if-expression-n, then-expression-n ...], else-expression)

        Tolower

        • Definition: toLower formats a string in all lowercase. toLower skips rows containing null values.
        • Syntax: toLower(expression)

        Trim

        • Definition: trim removes both preceding and following blank space from a string.
        • Syntax: trim(expression)

        Locate

        • Definition: locates a substring that you specify within another string, and returns the number of characters until the first character in the substring. The function returns 0 if it doesn't find the substring. The function is 1-based.
        • Syntax: locate(expression, substring, start)
        #stage grouping #interview mapping

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