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Pipeline Management

Move candidates through stages, reject applications, and rate candidates.

Stage Categories​

All stages belong to one of six categories:

CategoryBadge ColorPurpose
AppliedIndigoInitial application
ScreeningGreenInitial evaluation
InterviewYellowInterview process
OfferBlueOffer stage
HiredPurpleSuccessfully hired
RejectedRedNot proceeding

Stages are defined at the job level. Each job can have multiple stages within each category.

Changing Stages​

Required permission: MoveApplications

Using the Stage Dropdown​

  1. Open the application.
  2. Click the stage dropdown in the header.
  3. Select the new stage.
  4. If moving to an earlier stage (lower order), a confirmation dialog appears. Confirm to proceed.

The stage updates immediately and the header reflects the new stage.

Using Kanban Drag and Drop​

  1. Navigate to Jobs > Applications > Kanban view.
  2. Click and hold an application card.
  3. A stage selection overlay appears at the bottom of the screen.
  4. Drag the card onto the target stage tile and release.
  5. Press Escape to cancel without moving.

Rejecting Applications​

Required permission: RejectApplications

  1. Click Reject in the application header. (This button is only visible when the application is not already rejected or hired.)
  2. The Reject Application dialog opens.
  3. Select a Rejection Reason from the dropdown (required).
  4. Optionally add Additional Notes (max 500 characters).
  5. Click Reject Application to confirm.

After rejection:

  • The application moves to the Rejected stage.
  • The Reject button, stage dropdown, rating, and bookmark are replaced by a "Rejected" badge.
  • Schedule Interview is disabled.

Rating Applications​

A 5-star rating is available for quick candidate prioritization.

When visible: Only shown when the application is not Rejected or Hired, and the user is not read-only.

To set or change the rating: Click the star rating in the application header. The rating updates immediately.

Ratings can be used to sort applications in the list view.