What is a Pipeline?

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

  • Think of your Pipeline as building blocks which 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 on the left and then on Pipelines.

screenshot of Martide website showing where to access the Pipelines function

You will be taken to the Pipelines page:

screenshot of Martide website showing the main pipeline page

Here you can:

  • 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.

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 the page below.

Name your Pipeline - e.g. 2nd Engineer and select its Type. There are 2 options here: Recruitment and Assignment.

  • 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.
screenshot of Martide website showing where to name your 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 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

screenshot of Martide website showing the default stages of a pipeline

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 (above) you can:

  • Edit the Pipeline's name by clicking the pen icon next to the name (if there is one.)
  • 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.

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:

screenshot of Martide website showing where to add a new stage

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.)
  • Choose whether you are insourcing or outsourcing the recruitment.
  • If you're outsourcing, choose whether to outsource to a manning agent, client or both. Activate Outsource Client if you want your client (if you offer crew management services) 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 of Martide website showing an example of a stage
  • 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 of Martide website showing the main Pipeline page with the English test stage added

How to set Stages for a Recruitment Pipeline

Now we're creating a Recruitment Pipeline for a Fitter:

screenshot showing a recruitment pipeline stages page.

There are 3 default Stages named Awaiting, Negotiation, and Recruited. 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 Awaiting or Recruited from the Pipeline.

On this page (above) you can:

  • Edit the Pipeline's name by clicking the pen icon next to the name (if there is one.)
  • See each Stage, which step in the Pipeline it is, if it is required before another Stage 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:

screenshot of Martide website showing where to add a new stage

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.)

Take a look at the example below:

screenshot of Martide website showing an example of a stage
  • We've included an English Test as part of the Fitter Pipeline.
  • We’ve set this Stage as the 2nd Step in the recruitment process and stated that the English Test must be uploaded before Step 100 (Negotiation.)

Click Save when you're finished.

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

screenshot of Martide website showing the main Pipeline page with the English test stage added

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.

screenshot showing the step and required before boxes.

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:

screenshot of Martide website showing the edit and delete buttons

Some notes about Pipelines

When you create an Assignment Pipeline for a vessel, you can let your Clients (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:

screenshot of Martide website showing the interview stage of a pipeline

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.