This article explains how to move candidates between recruiting stages. Keeping candidates in the correct stage ensures you have an up-to-date overview of your applications. It also ensures your funnel health insights are accurate.
Recruiting stages are the steps a candidate goes through in the hiring process. Refer to our summary of recruiting stages to learn more about this concept.
Before you start
To move candidates between stages, you need edit access to the Recruiting app. You can also move candidates between stages with the appropriate recruiting role access rights. You need to have edit access to the Applications section.
Move a candidate to a different stage
To move a candidate to a different recruiting stage, follow these steps.
- Go to Recruiting > Applications.
- Click the candidate’s name in the Application List to open their profile.
- Click the button in the top-right corner that shows the current stage, for example, “Screening”.
- Select the new stage from the drop-down menu.
Move multiple candidates to a different stage
Tip:
If you want to move multiple candidates in the same stage to the next stage, you can go to the Application List and filter by Stage. You can now view all candidates that are in the same stage.
To move multiple candidates to a different stage:
- Go to Recruiting > Applications.
- Check the box to the left of the relevant candidates’ names.
- In the menu bar that appears, click Proceed.
- Select the relevant recruiting stage.
The candidates are now in the recruiting stage you selected.
Access data on recruiting stages
The number of candidates in a stage, the passthrough rates, and the time spent in each stage are important for your reporting. You can view this data in the Funnel health section of the Insights tab.