Stage Configuration

• How candidates move through hiring
• What each step represents
• How the hiring process is structured

Each stage is checkpoint in the recruitment process.

• Add new stages to a pipeline
• Modify existing stages
• Adjust hiring flow for a role or department
• Align stages with your actual hiring process

Do not use this to manage candidates directly.

• Go to Recruitment
• Click Pipeline Process
• Select a pipeline from the left panel

Stages are shown in the right panel.

• Outreach & Application
• Screening & Evaluation
• Finalization & Onboarding

Each phase contains multiple stages.

A standard pipeline includes:
Outreach & Application

• Applied

Screening & Evaluation

• Phone Screening
• Assessment
• Interview

Finalization & Onboarding

• Document Verification
• Offered
• Hired

• Click Add New Stage
• Enter stage name
• Select stage type
• Click Save

• Stage name
• Stage type

Be careful:
Changing stage name affects how your team understands the process.

• Deleting a stage may disrupt the hiring flow
• Do not remove stages that are actively used

• Automated email configuration
• Document requirements (for specific stages like Document Verification)

These are configured separately.

• "Interview" -> clear
• "Discussion" -> vague

If a stage does not clearly define what happens, it should not exist.

• Too many stages slow down hiring
• Too few stages reduce visibility
• Poor naming creates confusion
• Inconsistent stages across pipelines break reporting

Keep stages simple, clear, and consistent.