There are many types of stages you can choose from when building your hiring workflow. Depending on which questions you want to ask your applicants and where your business is located, you may opt to customize the stage types you include in your workflow per those factors. Before you begin adding stages, ensure you have a plan for your workflow. If you need guidance planning your workflow, refer to the Design Your Workflow article.

A previously created Opening is required before you can add stages. Visit this resource to learn how to add an Opening.

What's Covered 

• How to Add a New Stage 
• How to Clone a Stage
• Move a Stage
• Delete the Stage

Add a Stage

1. Navigate to the Workflow Editor by clicking on the three dots icon next to the Opening then Edit Workflow. You can also access it from the Applicant Table by clicking on the Settings icon at the top right corner.
                
   
   
2. In the Workflow Editor, select the Add Stage button on the top left.

3. Select Create New Stage.

   
   

4. Enter a Title for the stage, select the Stage Type from the dropdown menu, and select the stage placement in your workflow.
   1. Click the Add Stage button.
                     
      The stage you added will appear in your workflow.
                  

Clone a Stage

• Navigate to the Workflow Editor by clicking on the three dots icon next to the Opening then Edit Workflow. Or, you can access it from the Applicant Table by clicking on   at the top right corner.
               
  
  
• In the Workflow Editor, click on the Add Stage button on the top left.
• Select Clone Existing Stage.
  
  
  
• Select the Opening you want to use to clone the new stage from the dropdown menu. You can also type the Opening name into the search bar.
  
                     
• Select the Stage to clone from the dropdown menu.
• If desired, type a new Title for the stage. Please Note: the Title will carry over from the Opening that was selected.
• Select the placement of the cloned stage in your workflow.

Click Clone Stage.
       

Move Stage

1. Click on the stage in the panel on the left, then hold down and drag and drop the stage to the position you prefer within the worfklow.
   
2. When you release, the stage will automatically save at that position.

Delete Stage

1. Ensure there are no applicants in the stage. If needed, please move the applicants out.
2. Hover over the stage you want to delete, then click the trash can icon that appears within the stage you want to delete.
   
3. Select Delete to confirm the deletion.