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There are many types of stages you can choose from when building your hiring workflow. Depending on what you want to ask of your applicants and where you're operating in you may want to build the workflow differently. Before you start adding stages, make sure you have a plan for your workflow. If you need help planning your workflow, please read the article on designing your workflowYou need to have an Opening first before you can add stages. Check out the article on how to add an Opening.

What's Covered 

 

Add Stage

  1. Get into the Workflow Editor by clicking on Actions next to the Opening then Edit Workflow. Or, you can access it from the Applicant Table by clicking on  the gear icon at the top right corner.
  2. In the Workflow Editor, click on the Add stage button on the top left.
  3. Click Create a new stage or Clone an existing stage.

    New Stage Clone Stage
    Give your new stage a title and select the stage type and specify where in the workflow you'd like to insert it.

  4. Click the blue button to confirm the add.

 

Move Stage

  1. Hold down the three-bar icon icon to drag and drop the stage to the position you prefer.

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  2. When you release, the stage will automatically save at that position.

 

Delete Stage

  1. Make sure there are no applicants in the stage. If needed, please move the applicants out.
  2. Click the  next to the stage you want to delete.

  3. Click Ok to confirm the deletion.

 

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