# The pipeline: stages, moving and archiving candidates

> How the OpenATS pipeline is laid out, how to move candidates between stages, archive or hire them, and change your stages.

**Pipeline** lists every candidate on every role by stage. Move someone with the stage picker on their profile, or tick several and use **Move to stage**. Moving someone into **Hired** hires them; archiving asks for a reason. Change the stages themselves in **Settings → Hiring → Pipeline stages**.

*Roles & pipeline · Last updated 2026-11-11*

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## 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](https://openats.ai/docs/search-and-ai/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

| Action | What it does |
| --- | --- |
| **Move to stage** | Moves everyone ticked to the stage you pick. |
| **Archive as** | Archives everyone ticked with the reason you pick. |
| **Add tag…** | Adds a tag to everyone ticked. |

## 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. On the candidate, open **More application actions** and choose **Archive**.
2. Pick a reason.
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**.

> **Note:** Archiving someone with a reason that counts as a rejection can send them a rejection email, after a delay, if your workspace has one set up. See [Automatic emails](https://openats.ai/docs/email-and-sequences/automatic-emails).

## 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.

## Questions about the pipeline: stages, moving and archiving candidates

### Can I drag candidates between columns?

The pipeline is a list, not a board of columns. Use the stage picker on a profile, or **Move to stage** for several people at once.

### How do I hide someone for a while without archiving them?

Snooze them from **More application actions → Snooze**. They leave the active pipeline until the date you pick. See [Notes, tasks and snoozing](https://openats.ai/docs/candidates/notes-tasks-and-snooze).

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Still need help? Write to the OpenATS team at https://openats.ai/support (or support@b150.ai). We reply by email.

Source: https://openats.ai/docs/roles-and-pipeline/pipeline-and-stages
OpenATS help center: https://openats.ai/docs