How do I move candidates through recruitment stages?

We have set up the default order of stages in a hiring process to be: 

  • New: All new applications will be saved here. 
  • Evaluation: As you start considering applicants (e.g. conducting an initial qualification check), you can move candidates to this stage. 
  • Assessments: Once you decide which candidates you’d like to send tests to, you can invite them to take assessments. 
  • Interview: After carefully analysing the assessment results, you might have a shortlist of candidates you’d like to interview and can move into this stage. 
  • Offer: When you decide which candidate(s) you’d like to extend an offer to, you can move them here. 
  • Hired: Once your candidate has accepted the offer, you can move them into this stage to start onboarding. 

This stage order has gathered most research and practical support in the field of industrial and organizational psychology. Going through the stages in this order allows you to cast a wide net at the beginning and then gradually narrow down your search to only the best candidates who fit your requirements. 

Depending on your needs and the specifics of the job role you’re hiring for, you might want to edit the order of the stages, which you can do by clicking on the three dots left of each stage’s name. For example, if you’re hiring for a role where oral communication in a certain language is absolutely essential, it might make sense to first conduct short interviews and assess the proficiency levels of your candidates, before assessing their technical skills. 

You can also either change the name of the stages or completely remove them, according to your plan for the recruitment process.

When looking at the list of applicants, you can click on the folders icon to move applicants to a new stage. The stages will appear in the default order unless you have specified otherwise. 

The option to move candidates through different stages is designed to enable you to easily organize the recruitment process and your list of applicants. As such, moving candidates between stages does not automatically inform them of the stage they are currently in.