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Configuring your Track Pipeline
Configuring your Track Pipeline

How do I change a Track Status Name? How do I customise my Recruitment Workflow with eBoss? How do I re-order my Track Pipeline Stages?

David Lyons avatar
Written by David Lyons
Updated over 6 years ago

TIME REQUIRED - 10 MINUTES

eBoss recruitment solutions believe that in order to get the best out of certain elements of your system, you need to be able to tweak it to how you want to work. We are providing you with the ability to configure the recruitment track pipeline as we see it as one of the more important functions on the database.

YOU WILL NEED 

  • A list of the values you want to appear in your Track Pipeline

  • The order you want them to appear in.

Step 1

REMOVE AN UNWANTED TRACK VALUE

2.1) Click the delete option (X) of the Track value you want to delete.

2.2) Click Save at the bottom of the page.

Step 2

REMOVE AN UNWANTED TRACK VALUE

2.1) Click the delete option (X) of the Track value you want to delete.

2.2) Click Save at the bottom of the page.

Step 3

EDIT AN EXISTING TRACK VALUE

3.1  Click the name of the Track value you want to edit and make your changes.
3.2 Click Save at the bottom of the page.

Step 4

RE-ORDER YOUR TRACK PIPELINE

4.1 Click on the value you want to move. Hold down your left mouse button and drag the bubble to the correct location.
4.2 Click Save at the bottom of the page.

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