What is a grouped interview plan?

if you are using multiple different interview plans, you can use this feature to bucket your interview stages across plans into a common set of stages for reporting grouped interview plans are one of the most powerful ways to bring consistency, clarity, and scalability to your hiring process when used well, they create a standard backbone for interviews across teams and improve data quality, reduce manual work, enable better forecasting, and help teams to deliver a more predictable candidate experience grouped interview plan overview if you are using multiple different interview plans, you can set up a grouped interview plan to bucket your interview stages into a common set of stages for reporting why should i set up a grouped interview plan? a strong grouped interview plan helps with creating the following a standardized framework that reduces one off customization clean, comparable data through consistent stage and activity mapping scalable interview structures that don’t require ongoing adjustments structured data capture that powers accurate, repeatable reporting a repeatable setup process that supports hiring growth without redesigning interview flows because the grouped interview plan defines your company’s reporting structure, stability at this layer is essential grouped interview plans are built for long term consistency, not continuous adjustment the grouped interview plan also plays a critical role in how you configure conditions across ashby features like docid 3divxm9wkfoqpom5c4ncb , docid\ fckr kkhnmjz6vuu3krvw , and other automated workflows rely on stage groups fields to trigger consistently at the right moment in the process without a grouped interview plan, you would need to align conditions across multiple stage names, creating unnecessary complexity and increasing the chances of misconfiguration with a grouped interview plan, these triggers become seamless and reliable the grouped interview plan sits at the top of a hierarchy that other pieces map into the grouped interview plan defines the stage groups docid\ sjqdg 6gg32kbwjaku1ux map their stages into those stage groups docid\ u2vf0kytmmlpie5n6zwn7 sit on stages inside interview plans and power automation how to configure a grouped interview plan adding stages to your grouped interview plan to add stages to your grouped interview plan navigate to admin, then select data management from the left sidebar, then https //app ashbyhq com/admin/data mapping/grouped interview plan check the enable group interview plan? checkbox to add the high level interview plan stages to the lead, active and completed sections, scroll to the section in question, type the new stage name into the field to the left of the + add button, then click + add any changes you make will be saved automatically deleting stages from your grouped interview plan to delete a stage from your grouped interview plan, click on the trash can icon to the right of the stage in question click the trash can icon to remove a stage group if the stage you're trying to delete is mapped to your interview plans, you will be given a choice either you can remove the grouped stage group mapping from those interview plan stages or select a different grouped stage to map your interview plan stage to checking the group stages checkbox map plan stages to grouped interview plan once your grouped plan is configured, you can map the stages within each of your interview plans to the corresponding stages in your grouped plan to map stages navigate to admin, then interviews & scheduling in the left hand sidebar, then interview plans select an interview plan to map use the stage group drop down menus to select the grouped interview plan stage you'd like to map your interview plan stage to grouping stages when reporting when creating a report relating to your interview pipeline, you will see the checkbox option to group stages? checking this box will use your grouped interview plan stages, bucketing your individual interview plans and showing a streamline version of the report if you are using the new report builder, this is in the vizualization section of the report builder faq h ow many stages should my grouped interview plan have? most grouped interview plans work best with 3–6 active stage groups these stage groups should represent the major milestones you want to measure consistently across roles essentially, if you need to report on passthrough or performance for a step in the process, it likely deserves its own stage group in your grouped interview plan the grouped interview plan should only include high level milestones do not include hold stages or administrative steps those belong in interview plans and can still be reported on by stage name if needed i 've created my grouped interview plan and now when i pull reports, i am getting a lot of "unspecified" results or data is missing entirely why? firstly, confirm that all of your interview plan stages are mapped to the grouped interview plan any interview plan (shared or custom) that isn’t mapped will appear as “unspecified” in reporting because ashby doesn’t know which stage group those stages belong to you can review and update this in admin → interview plans (available to organizational admins or elevated users with permission to edit interview plans) make sure each plan is mapped to the correct stage groups in the grouped interview plan so all reporting can roll up cleanly if the stage group says "unmapped," it needs to be mapped to the appropriate grouped interview stage