A job's workflow is the set of stages a candidate moves through for that job. You customize it on the job's Workflow tab. Editing a job needs the manage-jobs permission.
Before you start
Required role: a role with the Manage jobs permission
Where to find it: Jobs → Edit a job → Workflow
The three layers
Sourcing — Referred, Sourced, and Applied. These are fixed: you can't delete or reorder them, and they support email and task automations only.
Active process — fully custom. Add, rename, reorder, and remove your own stages here.
Hires — Offer and Hired. You can rename or remove these, but their type is fixed.
How to customize the workflow
Edit the job and go to Workflow.
In the Active process layer, add stages, rename them, and drag to reorder.
If you delete a stage that has candidates in it, you'll be asked to pick a destination stage to move them to first.
💡 To reuse a stage setup across many jobs, build a Pipeline template in Settings → Templates → Pipelines and start jobs from it. See How to Create a Pipeline Template in Recruitera.
Frequently asked questions
Why can't I move or delete some stages?
The Sourcing stages (Referred, Sourced, Applied) are fixed so every job shares a consistent start. You customize the Active process layer, and can rename the Hires stages.
What happens to candidates in a stage I delete?
Recruitera asks you to choose another stage to move them to, so no candidate is left without a stage.