Moving Candidates Through Stages
How to change a candidate's stage in a pipeline, individually or in bulk.
Changing a single candidate's stage
- 1
Open the candidate profile
Click the candidate's name to open their profile.
- 2
Click the stage indicator
At the top of the profile, you'll see the current stage as a colored badge. Click it to open the stage change dialog.
- 3
Select the new stage
Choose the stage you'd like to move the candidate to.
- 4
Confirm the change
Click "Confirm" or "Move to [Stage]". The change is logged in the candidate's activity history.
Bulk stage changes
- 1
Open a pipeline or the Candidates page
Navigate to the view containing the candidates you want to move.
- 2
Select multiple candidates
Use the checkboxes on each candidate row to select them. Use the header checkbox to select all visible candidates.
- 3
Use the bulk action toolbar
With candidates selected, a toolbar appears at the bottom. Click "Change Stage" and select the target stage.
All stage changes are recorded in the candidate's activity log, so your team can see the full history of each candidate's progression.
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