Hiring pipeline2 min readUpdated
Customise your pipeline stages
Build the stages your desk actually uses, and control exactly what a candidate sees about where they stand.
Default stages
Every new role starts with five stages: Applied, Screening, Interview, Offer and Placed. Most agencies rename two of them and add one. You can reorder, rename and delete any stage except Applied.
Add your own
- Open the role, then Pipeline settingsStage changes apply to that role. To change them everywhere, edit your organisation default in Settings → Pipeline.
- Name the stage as your team speaks“2nd screen w/ Maya” is a perfectly good internal stage name. Candidates never see it — see the next section.
- Pick a candidate-facing categoryEvery stage maps to one of four public categories. This is the only thing a candidate ever sees.
- Drag to reorderOrder defines your funnel, and drives the conversion report in Analytics.
Candidate-facing categories
Your internal stage names are yours. Each one maps to a public category so candidates get honest status without seeing your process.
Public categoryWhat the candidate learns
ReceivedWe have their application. Nobody has read it yet.
ReviewedA human has opened it. This is the single most requested status from candidates.
In processActively moving — screening, interviewing, assessment.
Decision madeOffer sent, placed, or not selected. The candidate sees the outcome once you send it.
Automations per stage
Each stage can carry automations: send a template email, request an assessment, notify a teammate, or add a tag. They fire when a candidate enters the stage, and every one shows a preview before you enable it.
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