NOTE: Candidates will always be placed in the first column from the left in a pipeline – whether they apply themselves or being added by your team, and whether your team changes the name or the order of the columns later. 

There is only one exception: If there is a column called "Sourced" with candidates you sourced with Recruitee Sourcing extension, candidates added via other means will always be placed in the column on the right of the "Sourced" column.

Edit a Job's pipeline

1. Click "Jobs" on the left menu.

2. Click the "Edit" button of the Job whose pipeline you want to edit.

3. Click the "Workflow" tab.

4. Click "Edit Pipeline" under the visual of the current pipeline of the Job.

5. To edit any of the stages, click the pencil icon on the right side of that stage.

6. Fill out the new name of the stage and choose a category that suits it.

NOTE: Stage categories help feed data to Jobs' analysis. There are six default stage categories you can choose from: "Apply", "Phone screen", "Interview", "Evaluation", "Offer", and "Hire".

7. Click "Save & Add another" or "Save".

8. To set your current pipeline setup as default for new Jobs, click "Save as default".

Add new stages to a Job's pipeline

1. Click "Jobs" on the left menu.

2. Click the "Edit" button of the Job whose pipeline you want to edit.

3. Click the "Workflow" tab.

4. Click "Edit Pipeline" under the visual of the current pipeline of the Job.

5. Click "+ Add new" under the last stage to add new stages.

6. Fill out the name of the new stage and choose a category that suits it.

NOTE: Stage categories help feed data to Jobs' analysis. There are six default stage categories you can choose from: "Apply", "Phone screen", "Interview", "Evaluation", "Offer", and "Hire".

7. Click "Save & Add another" or "Save".

8. To set your current pipeline setup as default for new Jobs, click "Save as default".

Reorder stages in a Job's pipeline

1. Click "Jobs" on the left menu.

2. Click the "Edit" button of the Job whose pipeline you want to edit.

3. Click the "Workflow" tab.

4. Click "Edit Pipeline" under the visual of the current pipeline of the Job.

5. Drag and drop the hamburger icon next to a stage's name on the left side to reorder it.

6. Click "Done".

7. To set your current pipeline setup as default for new Jobs, click "Save as default".

Set up the default pipeline for all new Jobs

1. Click "Settings" on the left menu. 

2. Under "Workflow", click "Default pipeline".

3. Edit the default pipeline as you want. All your changes will be saved automatically.

You can:

Edit the stages' names and their categories. NOTE: Stage categories help feed data to Jobs' analysis. There are six default stage categories you can choose from: "Apply", "Phone screen", "Interview", "Evaluation", "Offer", and "Hire".

Delete the stages.

Reorder the stages.

Add new stages.

Try this now in your Recruitee account! Make sure you are logged in to keep all your changes saved.

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