Overview

Hiring flow templates determine the stages your candidates will pass through in the hiring process. Hiring flow templates are created in settings and assigned to jobs when creating them. All jobs require a hiring flow. Super admins and recruiters can create and manage the hiring flow templates.

Creating hiring flow templates

• Navigate to: Settings > Hiring Flow Templates
• Click on: "Add New Hiring Flow Template"
  • Each template includes Sourced, Application, and Hired stages by default.
  • These stages cannot be edited, deleted, or re-ordered.
• Add stages in the template as per your hiring needs.

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Note:

• We recommend updating the default hiring flow template based on your hiring needs and using it for all jobs.

• If you need different hiring flows, we recommend creating templates based on departments.

  For example:

  • Engineering Hiring Flow → Use it for all engineering jobs.
  • Sales Hiring Flow → Use it for all sales jobs. </aside>

Link hiring flow templates to jobs

When creating a new job, you can select a hiring flow template in the Hiring Flow step.

• By default, every job is linked to the Default hiring flow template.

How to the change hiring flow template of a job?

• Click the hiring flow template drop-down and choose the desired template.
• Map the stages from the current hiring flow to the selected hiring flow template:
  • Locked stages (Sourced, Application, and Hired) are automatically mapped.
  • Other stages must be mapped manually.
  • Stages containing candidates must be mapped before proceeding.

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What does mapping do?

If a stage contains candidates or tasks, mapping moves them to the selected stage without losing any data.

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Manage hiring flow templates

• You can view the number of jobs using each template and the total candidates across all linked jobs.
  • You can edit, clone, and delete hiring flow templates.
  • You cannot delete the Default hiring flow template and templates that are linked to jobs.

• You can add new stages, rename, re-order, and delete existing stages in templates.
  • When deleting a stage, if it contains active or archived candidates, you must move them to another stage before proceeding.

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Any changes made to a hiring flow template (adding, editing, re-ordering, or deleting stages) will automatically update all jobs using that template.

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Set up your default stage pipeline