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Hiring Pipelines & Automation

Move candidates through hiring stages

Update one or several candidates, complete required reasons, and check stage history.

Before you start

Open the candidate from the relevant job. You need permission to view and change candidate status; read-only jobs may prevent changes.

Stage changes can trigger configured emails, notifications, and automations. Review these before updating candidates.

Update one candidate

  1. Open Jobs, select the job, and open the candidate.

  2. Select the candidate's current hiring stage beside their name (Change stage).

  3. In Update candidate stage, open the Update stage tab and choose New stage.

  4. If Reason appears, select one. It is required when reasons are configured for that stage.

  5. Optionally add a Note. If offer fields appear, review Final salary offered and Currency.

  6. Click Update stage, then confirm the new stage in the profile or candidate list.

For Job Offered and Joined, Final salary offered and Currency are optional. Values are saved for this candidate and job and restored when you reopen the dialog. You can update them without changing the stage.

After a successful move, the stage counts and candidate list update. A candidate who no longer matches the selected stage leaves that view. Choose All Candidates or another stage to continue; other active filters still apply.

Update several candidates

  1. In the job's candidate list, select the candidates.

  2. Choose Change Candidate Status from bulk actions.

  3. Choose New stage, complete the required Reason, and add an optional Note.

  4. Check the selected count and destination stage.

  5. Click Update candidates, or the button showing the selected count.

The stage, reason, and note apply to every selected candidate. Offer salary fields belong to the single-candidate flow; review offers individually.

View history or correct a move

Select History in the stage dialog to review changes, then Back to update to return. To correct a move, save the right stage. This adds a history entry and does not reverse emails or external actions already triggered.

Troubleshooting

  • Stage missing: review the job's selected pipeline and reopen the dialog after saving.

  • Reason required: choose a configured reason for the destination stage.

  • Update disabled: complete required context and confirm the selection.

  • Stages cannot load: close and reopen the dialog.

  • Save failed: retry and confirm the saved stage before repeating a bulk action.

  • Control missing: ask your administrator to check permissions and whether the job permits changes.

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