Interview Stages

Configure the hiring pipeline for each job.

Access

1. Click Jobs in the sidebar and select a job
2. Click the gear icon (Job Settings) in the job header and select Stages, or click the pencil icon to open the wizard and navigate to Step 3 — Stages

Required permission: Job Permission EditJob (Super Admins and Admins always have access)

Stage Categories

Every stage belongs to one of six categories:

Category	Color	Purpose
Applied	Indigo	Initial application received
Screening	Green	Phone screens, assessments, initial evaluation
Interview	Yellow	Technical, behavioral, panel interviews
Offer	Blue	Reference checks, offer negotiation
Hired	Purple	Candidate accepted (terminal)
Rejected	Red	Not proceeding (terminal)

Hired and Rejected are system-managed and not shown in configuration.

Creating Stages

1. Click Add Stage button (or click Add Stage in an empty category column)
2. Enter a stage name
3. Select the category
4. Click Create Stage

Editing Stages

1. Click the edit button on a stage card
2. Update the stage name
3. Click Update Stage

Category cannot be changed after creation. To move a stage to a different category, delete and recreate it.

Deleting Stages

1. Click the delete button on a stage card
2. Confirm deletion

warning

Each category must have at least one stage. If a category contains only one stage, the delete button is disabled with the message: "At least one stage is required in each category. Please add another stage before removing this one."

Reordering Stages

1. Drag the handle on a stage card (six dots icon on the left)
2. Drop in the desired position within the same category
3. Order saves automatically

Stages can only be reordered within their category. To move a stage to a different category, delete and recreate it.

Example Pipelines

Standard Pipeline

Category	Stages
Applied	New Application
Screening	Resume Review, Phone Screen
Interview	Technical Interview, Hiring Manager Interview
Offer	Reference Check, Offer Extended

Simple Pipeline (High-Volume)

Category	Stages
Applied	New Application
Screening	Quick Review
Interview	Single Interview
Offer	Offer

Technical Role Pipeline

Category	Stages
Applied	New Application
Screening	Resume Review, Technical Phone Screen
Interview	Coding Assessment, System Design, Behavioral, Team Fit
Offer	Reference Check, Offer Extended

Naming Tips

Do:

• "Technical Interview" (clear)
• "Phone Screen" (standard)
• "Interview Round 1" (numbered)

Avoid:

• "TI", "PS" (abbreviations)
• "Stage 1" (generic)
• "The Gauntlet" (jargon)