Overview

Our customers have some common concerns around the default hiring process stages, including:

• The default hiring process stages work well enough for my team, but they aren't an accurate representation of our hiring workflow.
• There are stages and statuses we would like to use when tracking candidates, but they aren't available by default.
• Some of the positions we hire for require different steps when evaluating candidates.

You can now create Custom Stages and Statuses to use in your Hiring Processes. Custom Stages and Statuses enable you to modify your Hiring Processes to reflect key events in your organization's hiring workflows that were previously unrepresented.

Notes: 

• Only the default stages are tied to key features, such as interview scheduling, background checks, and offer letters.
  • Disabling a default stage in a hiring process may prevent your team from utilizing key features when managing candidates. 
• Custom stages and statuses only allow for the function to post a comment.

How Do I Create a Custom Stage? 

As an Administrator or Staffing user, you can create, edit, and manage your hiring processes in the system. You can create a Custom Stage when you are creating or updating a Hiring Process.

1. Go to Admin > Job Management > Hiring Process to create, edit, and manage your hiring processes in the system. By default, you will begin on the Create a New Process form.
2. Click the blue plus sign (+) icon between each Default Stage in the Hiring Process Form.
   
   The Add a New Stage & Status section appears.
   
3. Click the blue plus sign (+) icon next to the Stage Name field to open the Add Custom Stage pop-up window.
   
4. Enter a Stage Name, Stage Abbreviation, and at least one Status Name to save your Custom Stage.
5. You can also reorder Custom Statuses within the Custom Stage by using the arrows to the right of each Status Name field.
6. When you click Save in the Add Custom Stage popup, your Custom Stage is added to the current Hiring Process in the indicated location.
7. At the top of the Hiring Process Form, click Save to verify your changes and save the new Custom Stage to your organization's Stage Library.

How Do I Add an Existing Custom Stage? 

You can add an existing Custom Stage when creating or updating a Hiring Process. 

1. Click the blue plus sign (+) icon between each Default Stage in the Hiring Process Form.
   
2. Select the appropriate Custom Stage in the Stage Name field.
   The Custom Stage is added to the current Hiring Process in the indicated location
3. Click Save at the top of the Hiring Process Form to confirm your changes.

How Do I Remove a Custom Stage?

1. On the Custom Stage Card that you want to remove, click the three dots.
2. Click Remove. This removes the Custom Stage from the current Hiring Process.
3. Click Save at the top of the Hiring Process Form to confirm your changes.