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.
Add a Stage
To add a stage to your workflow, follow the steps below:
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.
In the Workflow Editor, select the Add Stage button on the top left.
Select Create New Stage.
Enter a Title for the stage, select the Stage Type from the dropdown menu, and select the stage placement in your workflow.
Click the Add Stage button. The stage you added will appear in your workflow.
Clone a Stage
To clone a stage in your workflow, follow the steps below:
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 Settings in 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.
Important Note:
Cloned stages will not contain automatic move rules. Rule stages cannot be cloned. Cloned stage messages will revert back to sending from the Opening Owner.
Move Stage
To move a stage in your workflow, follow the steps below:
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 workflow.
When you release, the stage will automatically save at that position.
Delete Stage
To delete a stage in your workflow, follow the steps below:
Ensure there are no applicants in the stage. You cannot delete the stage if there are applicants within the stage. This includes test applicants created by clicking the Preview link on the Applicant Table which will be saved as a test applicant for 2 hours. If needed, move the applicants out of the stage.
Hover over the stage you want to delete, then click the trash can icon that appears within the stage you want to delete.
Select Delete to confirm the deletion.
Customize Stage for Applicant's View
Once the stage is added, click Customize in the top right corner. This screen will allow you to change the default text for the stage, as well as insert custom JavaScript code. All fields are optional:
Stage name: This is the name the applicant will see in their Applicant Portal (circled in red below).
Stage instructions: These are the instructions shown to the applicant when they land in the stage (circled in purple below).
Stage body: This is where you can insert things like embedded videos or Javascript (circled in green below). Not all stage types will have the stage body field. Learn more by reviewing this article.
Success Message: This is the message sent to applicants when they complete the stage and move into the next stage. Not all stage types will have the success message field.
Additional Resouces
Click the image below to try out adding stages via the Workflow Editor:
