NOTE: Candidates will always be placed in the first column from the left in a pipeline – whether they apply themselves or are 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 using the Recruitee sourcing extension, candidates added via other means will always be placed in the column to the right of the Sourced column.

Edit a job's pipeline

1. Click Jobs in the left menu.

2. Click the Edit button for the job you want to edit the pipeline of.

3. Go to the Workflow tab.

4. Click Edit pipeline under the pipeline overview of the job.

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

6. Change the Stage name, edit the Type or assigned Automated action.

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

7. Choose + Action if you would like to assign a new automated action to this stage. The action will be performed when a candidates enters this stage. Check out the following article in which we go into further detail about automated actions for the pipeline.

8. Click Save & Add another or Save.

9. To set this pipeline as the default for your 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 for the job you want to edit the pipeline of.

3. Go to the Workflow tab.

4. Click Edit pipeline under the pipeline overview 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 select a type a relevant type.

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. Choose + Action if you would like to assign an automated action to this new stage. The action will be performed when a candidates enters this stage. Check out the following article in which we go into further detail about automated actions for the pipeline.

8. Click Save & Add another or Save.

9. To set this pipeline as the default for your new jobs, click Save as default.

Reorder stages in a job's pipeline

  1. Drag and drop the stages by clicking on the hamburger icon next to a stage's name on the left side to reorder it.

2. Click "Done".

3. To set your current pipeline setup as default for all new jobs, click "Save as default".

Set up the default pipeline for all your new jobs

Note: The default pipeline is used for new jobs. The pipelines of already existing jobs are not updated if you edit the default pipeline. You will need to edit the pipeline per existing job if you want to make any changes to these.

  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 stage:

Change the stages' names, the stage's type or add/edit the assigned automated action. Check out the following article in which we go into further detail about automated actions for the pipeline.

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

Delete a stage:

Reorder the stages.

Add new stages.

Try this now in your Recruitee account!

What's next? 

Save more time with automated actions in your pipeline, you can set up automated actions for your default pipeline or edit your actions on the job's level.

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