ClearInsights Prebuilt Liveboard: Current Pipeline Overview

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The Current Pipeline Prebuilt liveboard offers insights into an organization's recruitment pipeline. It offers an overview of the status and progress of candidates throughout the various stages of the hiring process.

In this article:
Purpose
Metrics Available
Default Filters
Attributes Available
F.A.Q.
Additional Resources

Purpose

The Current Pipeline liveboard enables recruiters and other stakeholders to make informed decisions, track recruitment progress, and ensure a smooth and efficient hiring process.

What kind of questions can this liveboard answer?

  1. How many candidates are currently in the recruitment pipeline, and what are their respective stages of progression?
  2. Are there any bottlenecks or delays in the recruitment process, and what actions can be taken to address these issues and streamline the pipeline?

Metrics Available

  • Active Candidates Count (Screen, Interview, Offer)
  • New Applicants Count
  • Total Openings Count
  • Change in Active Candidates (Screen, Interview, Offer)
  • Change in New Applicants
  • Requisitions Count
  • Active Candidates by Recruiter
  • Openings & Active Offers by Role
  • Offer Status
  • Current Macro Stage & Stage for Active Candidates
  • Stuck Candidates (More than 3 days above average)

Default Filters

  1. Time Frame: Apply Date Last 90 Days.
  2. Data Source: Open Requisition Status.

Attributes Available

Custom Fields

Candidate and Requisition Custom Fields can also be included. To add custom fields, the prebuilt liveboard must be duplicated.

Attribute Origin Description
Candidate Link Candidate The URL to the candidate profile in the ClearCompany System.
Candidate Name Application The First and Last name is populated from the candidate profile. This is either when the candidate completes the application or if a resume is uploaded.
Requisition Link Requisition This data point is a link to the requisition in the ClearCompany System.
Requisition Title Requisition Requisition Title is populated from the requisition job title field.
Requisition ID Requisition

Depending on your system settings, requisition ID will be either the auto-populated requisition ID or the user-provided requisition ID.

When the auto-populate is enabled, ClearCompany assigns the ID upon the requisition's initial save. Requisition IDs must be unique across the organization and cannot be reused, even for unposted or deleted requisitions and templates.

For more information, refer to: ATS Settings: Requisitions.

Requisition Status Requisition This is the posting status for requisitions posted, whether open, closed, or on hold.
Requisition Posted Locations Requisition This will list out the selected posting locations for a requisition. This is selected from the requisition Posting Options → Location(s) for Job Boards (US). Up to 30 locations (including remote) can be selected to increase visibility for your job opening. We default your office as one of those locations, but you can remove it and specify other locations if needed.
Daily Apply Date Application The Apply Date populates from the candidate profile when the candidate begins the apply process or when the candidate was created.
Candidate Grade Candidate Profile This is the grade assigned to the candidate on their candidate profile.
Candidate Source Application Candidate Source is populated from the candidate profile and indicates where the candidate applied from, such as a job board or referral. This is automatically recorded when they apply, but it can also be manually added or updated in the candidate’s profile.
Macro Stage Workflow The macro workflow stage a candidate is sitting under will be displayed in this column. Valid values: New Applicants, Screening, Interviewing, Offer, Hired, Declined by Employer, or Withdraw by Candidate.
Stage Workflow The name of the Stage the candidate was moved into at the specific time recorded in "Entered Stage Date".
Current Workflow This will be populated based on the current micro workflow stage a candidate is in. These stages are created and determined by your organization.
Monthly Entered Stage Date Workflow The Month the candidate changes the workflow stage. This is either done by a user manually or if a rule is set up.
Recruiter Requisition This data point is populated from the requisition in the hiring team section.
Hiring Manager Requisition This data point is populated from the requisition in the hiring team section.
Requisition Office Requisition The office is populated from the requisition in the administrative info section.
Department Requisition The department is populated from the requisition in the administrative info section.

F.A.Q.

How is an active offer defined?
An active offer is characterized by candidates currently positioned within a micro stage under the overarching macro stage of “Offer”.
Do new applicants include candidates who have applied to multiple requisitions?
This encompasses the total count of candidates, so if an individual has applied to multiple requisitions, they will be counted multiple times.

Additional Resources

ClearInsights: Talent Acquisition Data & Attributes
ClearInsights: Talent Development Data & Attributes
Custom Fields Overview

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