The ability to see your organization's candidate pipeline for any job enables your team to manage expectations with Hiring Managers and provide real-time data regarding the health of a candidate search. The Candidate Pipeline Email Report provides a direct report to recipients and captures this snapshot of your interview pipeline for 1 or more jobs.
Unlike other reports that are populated and displayed in your Greenhouse account first, the Candidate Pipeline Email Report is configured and emailed directly to recipients.
Note: At this time the Candidate Pipeline Email Report cannot be configured as a recurring email to recipients.
To send a Candidate Pipeline Email Report, navigate to the ellipsis on your navigation bar and select Reports from the dropdown menu.
From the Reports page, navigate to the Manage Expectations with Hiring Managers section and click Candidate Pipeline Email.
From the subsequent dialog box, select/deselect the jobs you want to include in the emailed report. When finished, click Next.
Note: All jobs included in the report will be included in one email.
Next, select which stages to include in the emailed report. Stages selected will apply to all jobs included in the report. When finished, click Next.
From the final dialog box, input the email addresses of your recipients in the appropriate fields. Additionally, you can edit the default Subject heading of the email. When finished, click Send Report.
The recipients you designated will receive an emailed report of the select job pipelines.