Let’s walk through how you can set up your candidate workflow and adjust it to fit your hiring needs.

By default, your workflow includes:

Important 🚨If you want to change stages in workflows that are already assigned to jobs, keep in mind that simply rearranging or removing stages won’t impact them. Instead, you’ll need to adjust automations on each individual job as needed. Any new jobs you create will follow the updated workflow.

Open Recruiting Settings: Go to the Workflows section to see all the workflows you’ve created.

Create a New Workflow: To start fresh, click the “+” button at the top right of your Workflows list. This will give you a default workflow template, which you can adjust and rename however you like.

Here’s how to add, change, or remove stages in your workflows.

Look for the “+” button between your non-default stages. Clicking it will add a new stage there. Give it a name and select its type.

To edit a stage, find the pen and paper 📝 icon next to it. Click that icon, make your changes, and don’t forget to hit “Save Changes” at the bottom.

To delete a stage, click the X icon next to it. Don’t worry—you’ll get a confirmation prompt to be sure. Note that removing a stage won’t impact workflows already assigned to active jobs, but it will apply to any future jobs using this workflow.

Want to rearrange the stages in your recruiting workflow to get them in the perfect order? No problem! Just look on the left side of each stage, and you’ll see handy up and down buttons. Click those to move a stage up or down until everything’s right where you want it. Easy as that!