Employer Guide to Martide's Maritime Recruitment Pipelines

Employer Guide to Martide's Maritime Recruitment Pipelines

Eve Jones

This blog post has been written for employers who use Martide to manage their maritime recruitment and crew operations.

Having said that, if you're wondering if Martide is the right software solution for your small-to medium-sized shipping company's recruitment needs, keep on reading too as this will give you some insight into the way we help you simplify and streamline hiring crew.

So first of all, if you're wondering exactly what our maritime recruitment Pipelines are, the good news is, you’ve come to the right blog post!

neon sign saying 'this must be the place.'

For shipowners, ship managers, and manning agents, Pipelines are an integral part of managing your recruitment on Martide. They let you easily create hiring processes that are completely customized for every vacancy, no matter what the rank, contract length, vessel or unique job requirements.

That's because we don’t believe in one-size-fits-all templates at Martide.

What we do believe is that it’s your maritime recruitment platform and you should be able to find the right candidates for your vessels and your seafarer jobs.

And because our Pipelines are so customizable, you can add as many or as few steps to yours as you need.

Tip: Think of your Pipeline as building blocks which tell you what to do next in the recruitment process for an individual seafarer and job role.

You need to create and then set a Pipeline for every Recruitment or Assignment - AKA for every vacancy - that you have on Martide. (We will go into more detail about Recruitments and Assignments below.)

The employer guide to Martide's maritime recruitment pipelines

To start building your Pipeline log in to your Martide account. Click on Settings in the menu on the left and then on Pipelines:

Page on Martide's website showing how to access the Pipelines feature under Settings

You will be taken to the Pipelines page. The page looks something like this (in our example we've already created Pipelines for 2nd Engineer, Able Seaman, Chief Officer, Deck and Engine vacancies):

Martide maritime recruitment website showing user how to search for and add Recruitment Pipelines

On this page you can do the following things:

  • Look for an existing Pipeline in the Search box.
  • Add a new Pipeline.
  • Edit or Delete existing Pipelines.
  • Sort Pipelines from A-Z or Z-A by clicking the pyramid icon next to the word Name.

In this blog post we’re going to take a look at how to create a new Pipeline.

How to add a new Pipeline

So, to create a new maritime recruitment Pipeline click the +Add pipeline button on the top right of the screen:

screenshot showing the add pipeline button.

You will be taken to the page shown below where you will need to name your Pipeline - for example 2nd Engineer - and select its Type. There are 2 options here: Recruitment and Assignment.

There is a slight difference between Recruitments and Assignments so make sure you select the correct one. The difference is:

  • Recruitments are when you add candidates to the database so you can potentially hire them in the future.
  • Assignments are when you hire a specific seafarer for a specific vessel on a specific contract.
Page in Martide showing how to name a Pipeline

Click Save when you're done.

You'll then be taken to a page where you can set the Stages you want to include in the Pipeline for your vacancy.

The page is slightly different depending on whether you choose Recruitment or Assignment. We'll go through the Assignment process below as it's more likely that you'll be looking for a specific seafarer for a specific vacancy.

To read more about creating a Pipeline and setting the Stages for a Recruitment, you can take a look at this step-by-step guide.

How to set Stages for an Assignment Pipeline

This is the page where you can set your maritime recruitment Pipeline's Stages. Note the two +Add stage buttons:

Martide maritime recruitment platform showing how to edit a Recruitment Pipeline

As you can see in the image above, there are 3 default Stages named Negotiation, Contract Sign and Hired. You can edit or delete Negotiation by clicking the pen icon (edit) or trash can icon (delete) next to it. You cannot edit or delete Contract Sign or Hired from the Pipeline.

On this page you can also:

  • Edit the Pipeline's name by clicking the pen icon next to the name.
  • See each Stage, which step in the Pipeline it is, if it is required before another Stage in the Pipeline, and whether this Stage is in- or outsourced.
  • Add new Stages to the Pipeline and set rules for them by clicking either of the +Add stage buttons.

We're now going to add a new Stage to our Pipeline.

How to add a Stage to an Assignment Pipeline

To add a new Stage to an Assignment Pipeline click either of the +Add stage buttons. You will see a pop-up box that looks like this:

Page on Martide showing how to to set the recruitment to insourced or outsourced

In this pop-up box you will need to do a few different things:

  • Select a Stage from the Stage drop down box.
  • Enter an alternative name for the Stage in the Display Name box (optional).
  • Select the Step this Stage should appear in your hiring process.
  • Select Required Before if you want this Stage to be completed before another Stage (more about this below.)
  • Choose whether you are insourcing or outsourcing the recruitment.
  • If you're outsourcing, choose whether to outsource to a manning agent, client or both. If you offer crew management services, activate Outsource Client if you want your client to be able to edit specific Pipeline Stages. If you don’t select this they can only view the candidate’s information.
  • Choose whether you want ex-crew to be able to skip this Stage.

To select an option, slide the button across in the bar. When it shows blue, that option is activated. Click Save when you're done.

Take a look at the example below:

screenshot showing a filled in stage pop-up box

As you can see from the image above:

  • We've included an English Test as part of this Pipeline.
  • We’ve set this Stage as the 1st Step in the recruitment process and stated that the English Test must be uploaded before Step 2 (Document Validation).
  • We are outsourcing this recruitment to a manning agent who can edit this Stage. e.g. if your manning agent deals with English testing for you, select Outsource Manning.
  • We want ex-crew who have already passed an English Test to be able to skip this Stage.

Click Save when you're finished.

Back on the main Stages page you will now see this:

screenshot showing the English Test stage added to the Pipeline.

A few handy hints for setting Steps

This is how it all works:

  • In both Assignment and Recruitment Pipelines, if you set an English Test at Step 3 and set Required Before to Step 6 the test can be taken and dealt with while Steps 4 and 5 are in progress but it must be completed before Step 6 can be started.
  • To change the order that the Stages appear on the main page, click the 3 horizontal lines on the left to drag and drop that Stage.
computer monitor with the words 'Do More' on the screen.

A few handy hints about Martide's maritime recruitment Pipelines

  • When you create an Assignment Pipeline for a vessel, you can let your 3rd party Clients edit and approve any Stages in their vessel’s Pipeline. This could be being involved in the Interview Stage to having the final say on whether the candidate is hired.
  • To learn more about adding Clients, take a look at this page.
  • If you want to set the Interview Stage in your Pipeline, you must have previously created an Interview Kit and User Group:

Where to get more support

If you'd like less words and few more actions, we have a step by step guide to creating a pipeline on our dedicated Support website which should answer any questions you might still have.

hand holding up a card that says 'contact us'.

Meanwhile if you’d like to talk to us about creating Pipelines, or about any other aspect of our maritime recruitment software solution for small to mid-sized shipping companies, please don't hesitate to get in touch with us at [email protected] and we'll get back to you as soon as possible.

This blog post was originally published on August 22nd 2019 and updated on August 10th 2021 to reflect changes to Martide's design.