The pipeline: stages, moving and archiving candidates

Reading the pipeline#

• Tiles across the top count each stage and stage group. Choose one to see just those people.
• The Roles rail picks a role, All candidates, or General (no role) for people added without one.
• Active and Archived tabs split the open from the closed.
• For a single role, switch between Pipeline, Review and Suggested.
• Sort by Time in stage or Name, and search by name, role or location.
• The Match column shows each application’s latest saved match. See Candidate match.

Move candidates#

On a candidate’s profile, use the stage picker in the header. To move several at once, tick them in the pipeline and choose Move to stage.

Bulk actions#

Hire or archive#

Moving someone into your Hired stage marks them hired. If the role is linked to a requisition, it fills one of its openings.

1. 1

   Step 1: On the candidate, open More application actions and choose Archive.

2. 2

   Step 2: Pick a reason.

3. 3

   Step 3: Choose Archive with this record.

   To bring them back, choose Unarchive in the same menu.

Workspaces start with these archive reasons: Underqualified, Culture / values mismatch, Timing, Withdrew, Offer declined and Position filled. Admins can say whose call each one is in Settings → Data & privacy → Archive reasons.

Change your stages#

Admins edit stages in Settings → Hiring → Pipeline stages: rename them, drag to reorder them within their group, add or delete them, set what an interview stage Counts as, and mark the step where candidates are presented to the hiring manager or client.

Stages sit in groups: leads (people you source), applicants (people who apply), then your interview steps, offer and hired.