Move candidates through the stages

Every application goes through the opening's stages, from Applied to Hired or Not selected. The candidate's page holds everything about the application: the CV, the stage, the owner, interviews, scorecards, the offer and a timeline of what happened.

Before you start

• You need Create openings, move candidates and hire, or to be named a hiring manager on the opening.

Steps

1. Open Recruitment → Openings and select the opening. The tabs show the candidates In progress and by stage.
2. Select a candidate's name.
3. Under Files, open the CV. Read A few lines from the candidate if they wrote some.
4. Under Stage, pick the next stage in Stage, add a Note if useful, and select Move.
5. To turn a candidate down, pick Not selected and a Reason (when not selected): Not the right fit, Withdrew, Did not come, Position filled or Other reason. Select Move.
6. To give the application an owner, pick a person under Owner and select Save.
7. To leave a note for the team, type it in Add a note for the team under Timeline and select Add.

Change the stages of an opening

1. On the opening's page, open Stages of this opening.
2. Rename a stage under Name (blank = the usual words), change its Order, or tick Remove.
3. Type a new stage in a New stage row, for example "Work permit".
4. Select Save.

The stages new openings start with are set in Recruitment → Recruitment settings → Stages new openings start with, the same way.

Good to know

• The default stages are Applied, Screened, Interview and Offer, then Hired or Not selected. Every pipeline starts with Applied and ends with Hired or Not selected; the stages in between are yours.
• Hired is reached only with Hire, which creates the person in HR. See Hire a candidate into HR.
• Consider again brings a candidate who was not selected back to an open stage.
• Their other applications lists the candidate's applications to your other openings.
• Came from says how the application arrived: Careers page, Added by the team or Old hiring page.
• The timeline keeps every move, note, interview, scorecard and offer step with who did it and when.
• Candidates are not customers. They never appear in CRM.
• Needs you on the Recruitment page lists your interviews today and tomorrow, scorecards you owe, new applications on your openings and accepted offers waiting for Hire. The same items appear on Today.
• Next: Schedule an interview.