Utilizing Stage Groups
This document reviews how to configure interview stage groups and how to utilize the stage group fields for filtering and grouping in reporting.
Introduction: Stage Groups
Ashby permits the definition of key interview milestones which we call stage groups, where each group is a collection of individual interview stages. You can create, name, and adjust the order of your stage groups as needed and map your individual interview plan stages into the appropriate group. Once done, any interview plans with different stages that map to the same overall stage of progress can be reported on conveniently to produce results across various jobs, departments or groupings in aggregate.
Set up Stage Groups
For Ashby Analytics customers you can configure your stage groups by navigating to Admin > Data Mapping > Grouped Interview Plan. Note that you have the ability to select whether the stage group is shown in the funnel and passthrough tables by default.
If you're an Ashby All-In-One customer head on over to What is a grouped interview plan? for a guide on setting up your grouped interview plan.
You can add, remove, or re-order stage groups at any time. As your interview stages evolve, make sure to review your stage mapping periodically to ensure all stages are mapped appropriately.
After your primary stage groups are set up, you can proceed to map your various interview stages into their appropriate groups from the Interview Stage Mapping page.
Using Stage Groups in Reporting
Once stage groups are setup, you can leverage their availability with the following fields which enable advanced filtering and grouping.
Fields designed for filtering and grouping in reports are:
- Current interview stage group: Allows selecting and filtering by the stage group that the application is currently in.
- Furthest stage group reached: Allows selecting and filtering by the furthest stage group the application was last active in.
Fields designed for filter selection:
- Reached stage group: Allows filtering applications that have reached a certain stage group, e.g. 'Onsite'. Will return all applications that have passed through this stage or have skipped this stage but passed through a later stage.
- Passed through stage group: Allows filtering applications that have passed through a certain stage group, e.g. 'Onsite'. Will only return applications that have passed through that stage, not applications that skipped the stage group. Note, passed through stage group will include candidates currently in the stage group.
- Most recent active stage group: Allows selecting and filtering by the stage group the application was in when being hired or rejected.
Analysis Examples
Visualizing your candidate pipeline with current interview stage group
One of the most common reporting functions is to evaluate applications by their current interview stage group. In this example you can select active candidates, filter to exclude application review, and focus in the active interview stage groups across departments or jobs.
Visualizing qualified candidates outcomes with reached stage group
The reached stage group field can be useful in selecting candidates that have made it to a certain point or beyond in your funnel. A common use case is to select qualified candidates on whether or not they have reached the screen stage or beyond. This analysis looks at the percent of qualified candidates hired and forms a screen to hired ratio report.