A pipeline template defines the stages a candidate moves through, and a job picks one of these pipelines when it's created. You can also attach automations to each stage. This requires a role with permission to manage templates & workflows (typically Admins).
Before you start
Required role: a role with the Manage templates & workflows permission (typically Admins)
Where to find it: Settings → Templates → Pipelines
How to create a pipeline template
Open Settings → Templates → Pipelines and click + New template.
Name the pipeline. Its stages are organized into three bands — Sourcing and Hires hold fixed stages (Referred, Sourced, Applied, Hired), and the Active process band is where you add your own stages.
Click + on a band to add a stage, and drag stages to reorder them within the active band.
Add automations to a stage from the right panel — for example Send Email, Send questionnaire, or Create task — with the + beside that stage.
Save the pipeline.
💡 The lightning icon on a stage shows how many automations it has.
Frequently asked questions
What automations can a stage run?
Stages can send an email, send a questionnaire, create a task, and more — they run automatically when a candidate reaches that stage.
Can I change which pipeline a job uses?
A job selects a pipeline when it's created. Create the pipelines you need here so they're available to pick.