You can rename a pipeline, change its stages, adjust the automations on each stage, or delete a pipeline you no longer use. 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 edit a pipeline
Open Settings → Templates → Pipelines and select the pipeline from the list.
Add or remove stages in the Active process band, and drag to reorder them.
Adjust a stage's automations in the right panel — add one with the + beside the stage, or remove one with its trash icon. Options include Send Email, Send questionnaire, and Create task.
Rename the pipeline with the pencil next to the title, then save.
How to delete a pipeline
Select the pipeline and click the delete (trash) icon.
Confirm the deletion.
Frequently asked questions
Which stages can't I remove?
The fixed stages in the Sourcing and Hires bands (Referred, Sourced, Applied, Hired) are locked. You edit and reorder the stages you add in the Active process band.
Do stage automations run automatically?
Yes. When a candidate reaches a stage, its automations (such as sending an email or questionnaire, or creating a task) run automatically.