Create your recruitment flow by adding and editing stages to fit your hiring process. Start with our pre-built process and tailor it to match your team's needs. Categorizing them into different stage types will ensure a unified reporting pipeline.
Add new stage
Stages can be added in the job editing mode, which is accessed when creating a new job or editing an existing one under the Jobs tab.
In the Stages section, you will be able to add and edit the stages in the. Every time you add a custom stage to your process, you will be asked to categorize it as Screening, Interview, or Offer.
Stage types
When breaking down your pipeline, every recruitment stage falls into one of the following stage types:
💙 Inbox*
🧡 Screening
💜 Interview
💛 Offer
💚 Hired*
*these stage types are only available for the pre-made Inbox and Hired stage and can’t be removed or reassigned.
If you want to edit the stage type assigned to a stage, you can do so at any point. Just head over to the editing mode of the job and the Stages section.
Or open up the job process view, click the stage option menu ⋮ and find the option to reassign stage type:
View the pipeline analytics
With assigned stage types, you will be able to get an overview of your current pipeline. This reflects your recruitment process right now and can be accessed by the hiring team in the Jobs report.
View the current pipeline for all active jobs on the main Analytics page in the Overview.
In the screenshot above, you’ll learn that this job process currently has 2 candidates in the Inbox, 5 in the Screening phase, and 3 in the Interview stages. No offer or hire has yet to be made.
Stage types will also be available in the pipeline reports found in the Recruitment reports.
What does In process mean?
When reviewing your pipeline reports, you might notice that you have the stage type called In process. This type contains all active stages between, but not including, the Inbox and Hired stages that do not have a stage type assigned. It only affects jobs that have been created before we introduced stage types.
If a stage is missing a stage type this will be indicated in the stage overview in the job process. Assign a stage type through the stage options menu ⋮ → Stage type.