Track Your Recruiting Pipeline

Modified on Sat, 3 Oct at 11:11 AM

You can't fix a pipeline you can't see. NextCrew shows you yours two ways: a Pipeline view that lists every candidate by stage, and five dashboard widgets that show where candidates stall and where they come from.

Summary

Open the Pipeline view on Crew Members to see every candidate grouped by stage. Then add the recruiting widgets to your HR Overview: HR Statuses, Last 10 New Users, Time to Hire, Referral Sources and New User Registration Trend. Check them once a week. For a full list, run the Crew Member report by registration date. What goes wrong: paying for job boards that bring in no candidates.

How to do it

  1. Go to HR › Crew Members and pick the Pipeline view from the view menu. Every candidate is grouped by stage.
  2. Open HR Overview and click ADD.
  3. Choose Chart/List, then pick a widget under Source.
  4. Add the five recruiting widgets in the table below.
  5. Once a week, check where candidates stall and which sources work.
  6. Drop or change what isn't working.

The Pipeline view: every candidate, by stage

Crew Members list in the Pipeline view, grouped by HR Status: New, Onboarding, Interview, Docs Signed and Credentialing

Each group is one stage, with a count, so you can see where every candidate is at a glance and who needs a nudge. Click a group to open or close it. The stages are your HR Statuses, and you set them to match how you hire: add a stage for each real step and put them in your order. See Set Up HR Statuses and Referral Sources. No Pipeline view yet? Group the Crew Members list by HR Status (open the column's menu and choose Group), then save it as a shared view called Pipeline. See Save and Share Your Own List Views.

That is your pipeline on one screen. Read on for what each widget tells you.


The five recruiting widgets

WidgetWhat it showsThe question it answers
HR StatusesHow many candidates are in each stage.Where is everyone right now?
Last 10 New UsersYour ten newest registrations and their stage.Who just came in?
Time to HireHow long candidates spend in each stage, on average.Where do candidates get stuck?
Referral SourcesHow candidates found you, overall.Which sources work?
New User Registration TrendRegistrations by week and by source, over the last 30, 90 or 180 days.Is it getting better or worse?

A long bar at New on Time to Hire means candidates wait too long before anyone contacts them. The target is 24 hours.


The full list

Run the Crew Member report in Reports › HR & Recruiting. Filter it by registration date. It shows each candidate and where they came from.

See Find and Use Reports and Dashboards for opening, filtering and exporting reports.


A weekly recruiting check

  1. Look at Time to Hire. Which stage has the longest bar?
  2. Look at HR Statuses. Is New growing faster than you can contact people?
  3. Look at Referral Sources and New User Registration Trend. Which sources bring candidates in, and which don't?
  4. Decide one change, such as dropping a job board or giving the New list to one person.

Referral Sources only works if the How did you hear about us list fits your channels. See Set Up HR Statuses and Referral Sources.


Questions people ask

Can I change the date range?

New User Registration Trend lets you choose the last 30, 90 or 180 days.

Can I see which job board a candidate came from?

Yes, if it's on your Referral Sources list and they picked it. The Crew Member report shows it for each person.


Other ways people ask this

  • How many candidates do we have?
  • Which job boards work?
  • How long does it take us to hire?
  • Where do candidates drop off?
  • Recruiting dashboard
  • How do I see what stage each candidate is in?
  • Pipeline view

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