Pipelines

What is a Pipeline?

For every recruitment/assignment/vacancy you create you need to specify a Pipeline.

Your Pipeline is like building blocks that tell you what to do next in the process.
You can add as many or as few steps to your Pipeline as you need.

To create a Pipeline log into your Martide account. Click on Settings in the menu under your profile picture and then on Pipelines.

You will go to the Pipelines page:

Here you can:

Look for an existing Pipeline in the Search box.
Add a new Pipeline.
Edit or Delete existing Pipelines.
Sort Pipelines alphabetically or numerically by clicking the 3 lines next to Name.

How to create a new Pipeline

Click the +Add pipeline button on the top right of the page (see image above.)

You’ll be taken to this page:

Name your Pipeline - e.g. 2nd Engineer. If you are an employer you must select its Type. There are 2 options: Recruitment and Assignment. Manning agents will not need to select this.

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.

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 your Pipeline for your vacancy. The page is slightly different depending on whether you choose Recruitment or Assignment. We'll go through both options below.

How to set Stages for an Assignment Pipeline

(If you are a manning agent, you can skip this section and go to the following instructions on How to set Stages for a Recruitment Pipeline.)

There are 3 default Stages: Negotiation, Contract Sign and Hired. You can delete Negotiation by clicking the trash can icon. You cannot delete Contract Sign or Hired.

On this page (above) you can:

Edit the Pipeline's name by clicking the pen icon next to the name.
See each Stage, which step in the Pipeline it is and if it is required before another Stage in the Pipeline.
See who a Stage in the Pipeline is assigned to - in this case it's the Vessel Crew Operator.
Edit the Stage by clicking the pen icon. You can then change the display name, who it is assigned to, the order it appears in the Pipeline, and whether you want to skip this Stage with ex-crew.
Add new Stages to the Pipeline and set rules for them by clicking the +Add stage button.

How to add a new 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:

Here you can:

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.)
Select who you want to assign this Stage to from the drop down box. The choices are Vessel Crew Operator, Vessel Technical Superintendent, Vessel Designated Person Ashore, Vessel Procurement Officer, Vessel Operator, Client, and Manning Agent. The names of your User Groups and individual Users will also appear in the drop down.
Choose whether you want ex-crew to be able to skip this Stage by sliding the button across in the bar. When it shows blue, it is activated. Click Save when you're done.

Take a look at the example below:

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.
We have assigned this Stage to the manning agent who can edit this Stage. e.g. if your manning agent deals with English testing for you, select them.
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:

How to set Stages for a Recruitment Pipeline

This is the process that manning agents will also follow.

Now we're creating a Recruitment Pipeline for a Fitter. As before, click the +Add pipeline button at the top of the main Pipelines page:

And as before you will see this if you are an employer. If you are a manning agent you will just see the name box:

Name your Pipeline - in our case Fitter and select Recruitment. Click Save when you're done. You will now see this:

There are 3 default Stages named Awaiting, Negotiation, and Recruited. You cannot edit or delete Awaiting. You can edit or delete Negotiation. You can edit Recruited but not delete it.

On this page (above) you can:

Edit the Pipeline's name by clicking the pen icon next to the name.
See each Stage, which step in the Pipeline it is and if it is required before another Stage in the Pipeline.
See who the Stage is assigned to - in this case its the Vessel Crew Operator.
Edit certain Stages by clicking the pen icon. You can then change the display name, who it is assigned to, and the order it appears in the Pipeline.
Add new Stages to the Pipeline and set rules for them by clicking either of the +Add stage buttons.

How to add a new Stage to a Recruitment Pipeline

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

Here you can:

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 recruitment process.
Select Required Before if you want this Stage to be completed before another Stage (more about this below.)
Select which of your User Groups or individual Users you want to assign this Stage to from the drop down box.

Take a look at the example below:

We've included an English Test as part of the Fitter Recruitment 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 100 (Negotiation.)
We've assigned this Stage to the Crew Manager.

Click Save when you're finished.

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

How to edit or delete a Stage in the Pipeline

If a Stage can be edited you will see a pen icon next to it on the main Pipeline page. Click on it and you will be taken back to the pop-up box where you can make any changes needed.

If a Stage can be deleted you will see a trash can icon next to it on the main Pipeline page. Click on it and the Stage will be removed.

How to set Steps

You must select a Step although Required Before is optional.

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:

How to edit or delete a Pipeline

On the main Pipelines page, next to the relevant Pipeline click the pen icon to edit it or the trash can icon to delete it:

Some notes about Pipelines

When an employer creates an Assignment Pipeline for a vessel, they can let their 3rd party Clients edit and approve any Stages in that 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.

The person who you assign a Pipeline Stage to may be a User, meaning they will need to take an action, or they may be a Watcher. This means they will just be kept up-to-date but don't have to do anything. When a Stage is assigned to them, they will get a Notification and if they need to take action, it will be added to their My Tasks page.

We hope you found this guide to Pipelines useful but if you have any questions or need any other help, please get in touch here.