Configure pipeline stages

1. Open Settings and select Pipeline Stages.
2. Select Add stage.
3. Enter a Stage name and choose Active stage or Final outcome.
4. If you chose Final outcome, choose its outcome category.
5. Add an optional description, set whether the stage is Available, and choose a color if desired.
6. Select Add stage to save.

Active stages appear in the recruitment process. Drag an active stage to change its order. Use its action menu to edit or duplicate it, or to make it available or unavailable. A stage made unavailable keeps its existing applicant history, but new applicants cannot be moved into it.

Final outcome stages close an active application when an applicant is moved into one. Required system stages have limited editing options and cannot be deleted.

Delete a stageCopy Anchor Link

Use the stage's action menu and select Delete stage. If applicants are currently in that stage, choose a Destination stage first, then select Move applicants and delete. Review the destination carefully before confirming.