Celebrate and Record the Wins
Interviews, offers and placements are the moments your program works for. Logging them straight away keeps your team informed and shows what your program achieves.
Step 1: Open the Member
From the Dashboard, select the member. Their Details tab opens.
Step 2: Change the Pipeline Stage
Select Pipeline stage and choose the new stage:
- Interviewing: they have an interview lined up.
- Offer: they have received an offer.
- Placed: they have accepted and started work.
Step 3: Add a Note
Select Add note and record the details, like the employer, the role and the date.
Step 4: Set a Next Action
Select Set next to Next action, describe what you owe the member next and choose a due date, for example a check-in after their first week.
Where Placements Show Up
The Dashboard counts members in each stage, and the Outcomes tab in Analytics shows job placements and interviews secured over time.
Frequently Asked Questions
The offer fell through. What do I do?
Move the member back to the right stage and add a note explaining what happened.
Do I need to change their status too?
No. Status is for whether they are Active or Inactive. Stage tracks their progress.
Where can I see placements by industry?
Open Analytics, then the Outcomes tab.
What to do next
Need Help?
If a stage change does not show on the Dashboard, email support@metaintro.com.