Roles and the pipeline

A role is one job you're hiring for, from first search to offer. Its page brings everything for that job together: the pipeline, the brief the agent works from, searches, calls, and shortcuts to applicants, outreach and the AI screen. Open a role from Open roles in the sidebar, from Open roles on Home, or with Quick find (Cmd+K or Ctrl+K).

The pipeline stages

Every role counts how many people are at each of six stages, in hiring order:

Home shows the same six numbers for every role, so you can see at a glance where each one stands. The bars are scaled so the small, late stages stay visible, so compare the numbers rather than the bar lengths. To find where people drop out, see Measuring your hiring funnel.

What's on a role page

• The header: the title, a one-line summary, the status, how the team works (Onsite, Hybrid or Remote), the location and the team.
• Pipeline: the six stage counts.
• Working brief: the plain-language brief the agent sources and screens against.
• Searches: every search for the role, with how many people are shortlisted and the fit strip of the best current match.
• Conversations: recorded calls for the role.
• People: the hiring manager and the recruiter.
• Details: the salary range, the headcount and when the role opened.
• Work on this role: shortcuts to Review applicants, the role's outreach sequence and its AI screen.
• Coming up: calls for the role on the calendar.

Start a search from the brief

Choose Search from this brief at the top of the role page. Emoti turns the working brief into criteria, attaches the search to the role and opens the matches in Sourcing. The search then appears under Searches on the role page. A sharper brief gives better matches; see Describe who you're looking for.

Open, On hold and Filled

When you create an outreach sequence, roles on hold are labelled "on hold" in the list. If you connect an applicant tracking system, Emoti keeps roles, candidates and stages in step with it; see Calendars, video, ATS and Slack.