You can build a hiring workflow two ways: directly on a job, or as a reusable template you apply to many jobs. Both use the same stage and automation options. Editing a job's workflow needs the manage-jobs permission; templates need the templates-and-workflows permission.
Before you start
Where to find it: a job's Workflow tab, or Settings → Templates → Pipelines
Option 1 — On the job's Workflow tab
Open a job and go to the Workflow tab.
In the Active process layer, add or edit stages. For each stage you can set its name, type, a time limit (SLA), a colour, and an auto-reject email (which emails candidates disqualified in that stage).
Add automations to a stage — Send Email, Send Questionnaire, or Create Task — to run automatically when a candidate reaches it.
💡 Changes save as you make them — there's no separate Save step for the workflow. See Customize your job workflow for the full walkthrough.
Option 2 — As a Pipeline template
If several jobs share a process, build it once as a template:
Go to Settings → Templates → Pipelines and create a template.
Add the same stages and automations you'd set on a job.
When creating a job, choose Pick a template on the Workflow tab to apply it.
See How to Create a Pipeline Template in Recruitera.
Stage types and colours
The types you can choose for a stage come from Settings → Workflow → Stage Types (see How to Customize Stage Types). Sourcing stages (Referred, Sourced, Applied) and the Hires stages (Offer, Hired) have fixed types; only Active-process stages take a free choice.
Frequently asked questions
Template or on the job — which should I use?
Use a template when jobs should share a consistent process; build on the job when a role needs unique steps. You can always start from a template and then tweak that job's stages.
Do workflow changes affect candidates already in the pipeline?
Reordering or renaming stages doesn't move candidates. If you delete a stage that has candidates, you're asked to move them to another stage first.