Pipelines

Pipelines let you define custom hiring workflows with multiple stages. Each job can be linked to a pipeline to track candidates through a consistent process.

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What are pipelines?

A pipeline is a series of stages that represent your hiring workflow. For example:

• Application Review → Phone Screen → Technical Interview → Final Interview → Offer

Pipelines help you:

• Standardize hiring across similar roles
• Track candidate progress visually
• Identify bottlenecks in your process
• Ensure consistent evaluation

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Creating a pipeline

To create a new pipeline:

1. Navigate to Pipelines in your organization
2. Click Create Pipeline
3. Enter a pipeline name (e.g., “Engineering Pipeline”)
4. Add hiring stages:
   • Click Add Stage
   • Enter stage name (e.g., “Phone Screen”)
   • Repeat for each stage in your process
5. Click Create Pipeline

Your pipeline is now ready to use with jobs.

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Pipeline stages

Stages represent steps in your hiring process:

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Stage properties

• Name: Descriptive stage name (e.g., “Technical Interview”)
• Order: The sequence position (automatically managed)
• Applicants: Candidates currently in this stage

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Common stage examples

• Application Review: Initial resume screening
• Phone Screen: Brief phone conversation
• Assessment: Take-home assignment or test
• Technical Interview: In-depth technical evaluation
• Team Interview: Cultural fit and team meeting
• Final Interview: Decision-maker interview
• Reference Check: Verify background and references
• Offer: Extend and negotiate offer

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Reordering stages

You can adjust stage order after creation:

1. Open the pipeline editor
2. Drag stages to reorder them
3. Changes save automatically

Stage order reflects your actual hiring sequence.

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Linking pipelines to jobs

Connect a pipeline to a job:

1. Navigate to Jobs
2. Edit the job you want to link
3. Select a pipeline from the Pipeline dropdown
4. Click Save Changes

All applicants for this job will now flow through the pipeline stages.

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Pipeline board view

Visualize your hiring pipeline with a Kanban-style board:

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Accessing the board

1. Navigate to Applicants for a job with a linked pipeline
2. The pipeline board displays automatically
3. See all stages and applicants in columns

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Board layout

The pipeline board shows:

• Stage columns: One column per stage
• Applicant cards: Candidate cards in each stage
• Stage counts: Number of applicants per stage
• Add stage: Button to add new stages

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Moving applicants

Drag and drop applicants between stages:

1. Click and hold an applicant card
2. Drag to the target stage column
3. Release to move the applicant
4. Movement is logged automatically

This visual workflow makes it easy to manage multiple candidates.

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Stage-specific evaluations

Team members can evaluate candidates at each stage:

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Adding stage evaluations

1. Open an applicant profile
2. Navigate to the current stage
3. Click Add Evaluation
4. Provide:
   • Score: 1-5 rating
   • Feedback: Detailed comments
   • Stage: Automatically set to current stage
5. Submit evaluation

Evaluations are attached to specific stages, allowing you to track feedback at each step.

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Viewing stage history

See all evaluations for a stage:

• Average score from all evaluators
• Individual team member feedback
• Timestamp and evaluator name

This helps make data-driven hiring decisions.

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Activity logs and stage movements

Every stage change is tracked:

• When: Timestamp of the movement
• Who: Team member who moved the applicant
• From → To: Previous and new stage
• Metadata: Additional context like reasons

View the complete stage history in the applicant timeline.

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Pipeline analytics

Understand your hiring performance:

• Stage duration: How long candidates spend in each stage
• Conversion rates: Percentage moving between stages
• Bottlenecks: Stages with highest drop-off
• Time to hire: Average time from application to offer

Analytics help optimize your hiring process.

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Managing pipelines

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Editing pipelines

Modify existing pipelines:

1. Navigate to Pipelines
2. Select the pipeline to edit
3. Update the name or stages
4. Click Save Changes

Changes apply to all linked jobs.

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Adding stages to existing pipelines

Expand your process:

1. Open the pipeline editor
2. Click Add Stage
3. Enter the stage name
4. Position in the correct order
5. Save changes

New stages appear on the pipeline board immediately.

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Deleting stages

To delete a stage:

1. Open the pipeline editor
2. Click the delete icon on the stage
3. Confirm deletion

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Deleting pipelines

Remove unused pipelines:

1. Navigate to Pipelines
2. Select the pipeline to delete
3. Click Delete Pipeline
4. Confirm deletion

Jobs linked to deleted pipelines will have their pipeline reference cleared.

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Best practices

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Start simple

Begin with 4-6 stages:

• Application Review
• Interview
• Final Interview
• Offer

Add complexity as your process matures.

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Use consistent naming

Standardize stage names across pipelines:

• “Phone Screen” instead of “Initial Call”
• “Technical Interview” instead of “Tech Round”

This makes reporting and analytics more useful.

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Match your actual process

Design pipelines that reflect reality:

• Don’t add stages you won’t use
• Order stages chronologically
• Update as your process evolves

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Train your team

Ensure everyone understands:

• When to move candidates
• How to add evaluations
• What each stage represents

Consistent usage improves data quality.