Stage categories

How to use and customize categories for analytics

Triin Elias avatar
Written by Triin Elias
Updated over a week ago

Project Stages

The project stage is the column in your project view that represents a certain activity stage in your recruitment process.

By default, Teamdash offers you the following project stages: Submissions, Video interviews, Interviews, Offer, and Rejected.

Project stages are always open. You can edit the names, add more stages, and create different project stages for different open positions. You can quickly edit and alter the project stages (columns) as needed.

As the stages can vary between different projects, Teamdash enables a unified way of reporting by Stage Categories.

Stage Categories

Stage categories help you to organize different stages for reporting and analytics. By default, Teamdash offers you the following stage categories: Submissions, Interviews, Offers, Hired, and Dropped Out.


E.g. you can create project stages like Phone Call, Home task, Interview with manager, and they can be all categorized under Interviews.

The unified way of having categorized project stages helps Teamdash to offer correct conversion rates between categories. The Recruitment Performance module on your Dashboard offers a quick overview of the conversions and source performance based on stage categories.

Custom Stage Categories

Depending on your recruitment processes, the default stage categories might need some customization. You can switch your instance to use Custom Stage Categories under the Organization Settings:

Your instance will automatically offer a new menu called Custom Stage Categories for further setup:

Switching your company account to custom stage categories will alter your recruitment funnel view to match your set categories:

Things to consider

  • Custom Stage Categories change project setups for the whole instance. This will affect everyone's projects.

  • If you have existing projects, there will be a need to assign your new categories to existing stages. As you are changing the default settings, Teamdash can't decide how to categorize existing project stages.

    • Teamdash gives you a convenient way to categorize older stages directly from your dashboard. Teamdash pops up a stage name and you can choose from your new custom categories where it should belong:

  • You can always switch back to Teamdash default stages. The default settings are memorized.

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