Purpose

The purpose of this document is to introduce and describe the new feature of role-based stage visibility in the pipeline. This feature aims to provide users with customized stage visibility based on their assigned roles, ensuring that they have access to the relevant stages as the candidate progresses through the hiring process.

Audience

This document is intended for use by Talent Acquisition users.

Feature Description

The role-based stage visibility feature enhances the pipeline by dynamically displaying limited stages to users based on their assigned roles. As the candidate advances through different stages, the tool adapts the displayed stages to align with the user's role, ensuring that they have access to the appropriate information and functionalities.

Key elements of the feature include:

• User roles and responsibilities: The feature utilizes predefined user roles, such as recruiter, hiring manager, interviewer or any custom role. Each role is associated with specific responsibilities and tasks in the hiring process.
• Stage Visibility Rules: Role-specific stage visibility rules can be defined based on the responsibilities and decision-making requirements of each role. These rules determine which stages are visible to each role at different points in the candidate's progress. Admins can configure these rules as per steps mentioned in the next section.
• User Interface Adaptation: The user interface of the candidate pipeline dynamically adjusts to display only the relevant stages based on the user's role. Users will only see the stages that they are authorized to access according to their assigned role.

Configuration steps

Follow below steps to customize the configuration:

1. Go to Admin Console > Integration > Integration Systems > Configuration tab > Stage Transition Map tab.
2. Expand the target Existing Workflows.
3. Under each stage, the possible next stages are already mentioned. All you need to do is add roles against those next stages.

Example 1

In the above screenshot,

• The New stage can be advanced to the Review stage.
• The roles recruiter, follower_recruiter and admin role are added under the Review transition stage. So only users with recruiter, follower_recruiter and admin role will be allowed to advance the candidate from New stage to Review stage.

Example 2

In the above screenshot,

• The Review - Manager Review can be advanced to 11 stages. Out of which Review - On Hold is one of the stages.
• The roles recruiter, follower_recruiter and admin role are added under the Review - On Hold transition stage. So only users with recruiter, follower_recruiter and admin role will be allowed to advance the candidate from Review - Manager Review stage to Review - On Hold stage.

Benefits

The role-based stage visibility feature offers several benefits to users and the candidate management process:

• Enhanced user experience: Users are presented with a streamlined interface that displays only the stages relevant to their role, reducing clutter and information overload. Improved usability and focus contribute to a more efficient and productive user experience.

• Role-specific decision making: Users can make informed decisions and perform their responsibilities more effectively by accessing stages that align with their role's requirements. Role-based stage visibility ensures that users have the necessary information to evaluate candidates at each stage.