How can I customize the Stage and Probability mapping for job openings?

You can use the Stage-Probability Mapping feature to customize the Stage and Probability mapping for potentials. It helps you to do the following:

  • Create different types of Recruitment stages according to your organization-wide Recruitment process
  • Associate Probability values to the Recruitment stages
  • Associate Forecast types (Open, Closed-hired, or Closed-rejected) to Recruitment stages
  • Associate Forecast categories (Pipeline, Closed, Omitted, Best Case, Committed)

 

To map recruitment stage to probability values, forecast types and forecast categories:

  1. Click Setup Customization > Fields.
  2. Select the Job Opening Module from the drop-down list.
  3. Click Stage-Probability Mapping.
  4. In the Stage-Probability Mapping page, the existing recruitment stages are displayed.
    • Click the Add Stage link and add new stages.
    • Click the Delete Stage link and delete new stages.
  5. In the Stage-Probability Mapping page, do the following:
    1. Enter the Stage Name, its Probability (%), and the Sort Order in the respective boxes.
    2. Select the Forecast Type and the Forecast Category from the respective lists.
  6. Click Save.