A hiring workflow is the set of stages a candidate moves through for a job — your pipeline from applied to hired. It keeps your team aligned on where each candidate is and what happens at each step. Available to Admins, Recruiters, and Hiring Managers.
The three layers of a workflow
Every job's workflow has three layers:
Sourcing — Referred, Sourced, and Applied. Fixed stages that every job shares; they support email and task automations only.
Active process — your own hiring steps (Screening, Interview, Assessment, and so on). Fully customizable: add, rename, retype, reorder, and delete.
Hires — Offer and Hired. You can rename them, but their type is fixed.
What each stage can carry
Automations — send an email, send a questionnaire, or create a task automatically when a candidate reaches the stage.
A time limit (SLA) — flag candidates who sit in the stage too long as overdue.
An auto-reject email — automatically email candidates disqualified in that stage.
A colour — to tell stages apart at a glance.
Where to set it up
You build a workflow in two places:
On a job — the Workflow tab of the job editor (see Create and Customize Your Hiring Workflow).
As a reusable template — a Pipeline template in Settings → Templates → Pipelines, which you can apply to any job with Pick a template.
💡 Candidate scoring is set on the same Workflow tab, under "Screening and matching candidates."
Frequently asked questions
Is the workflow the same as the pipeline board?
They're two views of the same stages. The workflow (job editor) is where you set the stages up; the pipeline board is where you move candidates through them.
Can every job have a different workflow?
Yes — each job's Workflow tab is its own. Use a Pipeline template when you want several jobs to share the same stages.