Pipeline Stages

Customize how candidates move through your hiring process.

Default Pipeline

Every job includes these stages:

Stage	Purpose
Applied	New applications, not yet reviewed
Screening	Under review or initial evaluation
Interview	Interview scheduled or completed
Offer	Offer extended, awaiting response
Hired	Offer accepted
Rejected	Not moving forward

How Stages Work

Stage Progression

Candidates move through stages as they progress:

Applied → Screening → Interview → Offer → Hired
                ↓          ↓         ↓
             Rejected   Rejected  Rejected

• Move forward when a candidate advances
• Move to Rejected at any point to end the process
• Candidates can also withdraw themselves

Customizing Stages

Admins can add stages to match your process.

Add a Stage

1. Jobs → Select job → Stages tab
2. + Add Stage
3. Enter stage name (e.g., "Technical Assessment")
4. Set position in order
5. Save

Common Custom Stages

Stage	Use Case
Phone Screen	Initial recruiter call
Technical Assessment	Coding test or skills evaluation
Hiring Manager Review	Manager reviews before interview
Reference Check	Verify references
Background Check	Pre-employment verification
Onboarding	Accepted, preparing to start

Rename a Stage

1. Jobs → Select job → Stages tab
2. Click stage name
3. Edit and Save

Reorder Stages

Drag stages to reorder within the same category. The sequence determines the visual order in the pipeline view. Stages cannot be dragged across category boundaries (e.g., from active stages into terminal stages).

Delete a Stage

1. Jobs → Select job → Stages tab
2. Click × on the stage
3. Confirm

warning

You cannot delete a stage if it is the only stage in its category — each category must have at least one stage. The Hired and Rejected categories are reserved terminal states and cannot be customized through the add/edit flow.

Per-Job Pipelines

By default, all jobs use the same pipeline. For different hiring processes:

1. Create the job
2. Open the job Stages tab
3. Add or remove stages for this job only

Example:

• Engineering roles: Add "Technical Assessment" stage
• Sales roles: Add "Role Play" stage
• Executive roles: Add "Board Interview" stage

Stage Metrics

Track how candidates flow through stages:

Metric	Description
Count	Candidates currently in stage
Conversion Rate	% advancing to next stage
Time in Stage	Average days spent
Drop-off Rate	% rejected or withdrawn

View in Reports → Pipeline Status.