Managing your hiring pipeline

Pipeline stages are the steps a candidate moves through, from first application to hired (or not). They power the board view and trigger your automations.

How stages work

Each stage has a name and a color. On the board view, every stage is a column, and you move a candidate forward by dragging them into the next column. In the table view, you can set a candidate's stage from a dropdown.

Typical pipelines look something like:

• Applied

• Screening

• Interview

• Offer

• Hired / Rejected

You can name and color your stages to match how your team actually hires.

Moving candidates

Drag-and-drop on the board, or change the stage field on the table. A candidate is always in exactly one stage, so the board is always an accurate snapshot of where everyone stands.

Stages trigger automations

Moving a candidate into a stage can automatically kick off an action — like emailing the candidate or notifying a teammate. See Setting up hiring automations to connect a stage to an action.

Tips

• Keep your pipeline short and meaningful — a handful of stages beats a dozen.

• Use a clear color for terminal stages (like Hired and Rejected) so they stand out.

• Pair a "Rejected" stage with an automation that sends a courteous decline email.