Note: Candidates will always be placed in one of the fixed stages in the left of a pipeline based on their origin. Candidates sourced with the Recruitee sourcing extension will be placed under Sourced, referred candidates will be placed under Referred, and all other candidates will be placed under Applied.

Edit a job's pipeline

1. Go to a job in the jobs section and click Edit.

2. Go to Workflow.

3. To edit any of the stages, click the pencil icon.

4. Change the stage name, edit the type, assigned automated action, or time limit.

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.

5. Click + Action if you would like to assign a new automated action to this stage. The action will be triggered when a candidate enters this stage. Check out the following article for more details about automated actions for the pipeline.

6. Click Save & Add another or Save.

7. The pipeline will now be custom for this job. To save it as a template, click Custom for this job and select Save as template. Learn more about creating and editing pipeline templates.

Add new stages to a job's pipeline

1. Go to a job in the jobs section and click Edit.

2. Go to Workflow.

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

4. Fill out the name of the new stage and select 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.

5. Choose + Action if you would like to assign an automated action to this new stage. The action will be performed when a candidate enters this stage.

Learn more about automated actions for the pipeline.

6. Click Save & Add another or Save.

Reorder stages in a job's pipeline

Simply click anywhere on a stage to drag and drop it into your preferred order. The changes will save automatically.

What's next?

Learn how to create and edit pipeline templates to streamline your hiring process.


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