How do I add, clone, and delete Stages?

Adding and Cloning Stages

To add a new stage, first go to your Workflow Editor. The Workflow Editor can be accessed from either the 'Openings' view or the 'Applicants' view:



In the Workflow Editor, click the 'Add stage' button. You'll have the option to create a new stage, or clone an existing stage:

If you want to create a new stage, click on the first option. Then give your new stage a title and select the stage type, and specify where in the workflow you'd like to insert it.

If you want to clone a stage, the window that pops up will look a little different. You'll need to specify the position and stage that you would like to clone from, as well as give your newly cloned stage a title and select where in the workflow you'd like to place it into. (Please note that cloned stages will not contain automatic move rules, and that rule stages cannot be cloned.)

You can move stages around by dragging it from the top right hand corner (three grey lines).

Deleting Stages

If you want to delete a stage, first, make sure there are no applicants in the stage. Once you have made sure there are zero applicants in the stage, click on the stage in the Workflow Editor, click the red 'X,' and confirm you would like to delete the stage.

 

If you have any further questions regarding this, please feel free to send us an email at support@fountain.com.

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