Pipelines - Recruitments

For every Recruitment or Assignment you create you need to also create a Pipeline.

Your Pipeline is made up of steps that tell you what to do next in your recruitment / hiring process.

You can add as many or as few steps to your Pipeline as you need.

To create a Pipeline, log into Martide. Click Settings in the menu under your profile icon and then Pipelines.

Screenshot of Martide's maritime crew management software

You will go to the Pipelines page:

Here you can:

Add a new Pipeline.

Edit or delete existing Pipelines.

Sort Pipelines alphabetically or numerically by clicking the arrows next to Name and Type.

How to create a new Pipeline

Click the Add Pipeline button (see image above.) You’ll go to this page:

Name your Pipeline - e.g. 2nd Engineer. If you are a Crew Manager you must select a type: Recruitment or Assignment.

Recruitments let you add candidates to the database so you can hire them in the future.

Assignments are for hiring a seafarer for a specific vessel, date and contract.

Click Save when you’re done and you'll go to a page where you can set the stages you want to include in your Pipeline. The page is slightly different depending whether you choose Recruitment or Assignment. Read more about Pipeline Stages here.

To find out more about creating a Pipeline and setting the stages for an Assignment, click here.

How to set Stages for a Recruitment Pipeline

We will create a Recruitment Pipeline for a Fitter. Click the Add Pipelinebutton at the top of the main Pipelines page.

You will see this if you’re a crew manager. If you’re a manning agent you’ll just see the name box:

Name your Pipeline and select Recruitment. Click Save and you’ll see this:

There are 3 default Stages: Awaiting, Negotiation, and Recruited. You can edit Awaiting or Recruited, and you can edit or delete Negotiation

Also on this page you can:

Edit the Pipeline's name by clicking the pen 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.

Edit some Stages by clicking the pen. You can change the display name, who it’s assigned to and the order it appears in the Pipeline.

Add new Stages to the Pipeline by clicking the Add Stage button.

How to add a new Stage to a Recruitment Pipeline

To add a new Stage to a Recruitment Pipeline click the Add Stagebutton. You will see this pop-up box:

Here you can:

Select a Stage from the Stage drop down box.

Enter a display name for the Stage (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 the User or User Group you want to assign the Stage to.

Back on the main Stages page you will now see your new Stage. For example:

How to set Steps

You must select a Step although Required Before is optional:

For example, if you set a Medical Check at Step 2 and set Required Before to Step 5 the test can be taken and dealt with while Steps 3 and 4 are in progress but it must be completed before Step 5 can be started.

A note about Pipelines

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