Set Up Your Pipeline Stages

Learn how to customize your hiring pipeline by adding new, or editing and deleting existing pipeline stages

Updated over a week ago

In this article, we will set up your hiring pipeline in TalentLyft to match your company's needs.

When deciding how many stages will the hiring pipeline have, think of the longest possible hiring process. You will be able to skip stages when moving candidates through the pipeline. That way, the Analytics report will have the most accurate data.

To add, edit, or delete your pipeline stages, click on your avatar icon, then select App settings.

Select the Pipelines option from the list and the customization window will open.

To add new pipeline click on the plus sign on the top of your screen and new window will open to choose desired pipeline.

After you choose relevant template, new window will open where you can rearrange the stages, add new stages, rename them, and delete them.

To add a stage to your hiring pipeline, click on the add pipeline stage button, located in the upper right corner. After that, you will need to name that stage and select a stage type (the Stage name is mandatory and will be visible in the Track window). After you have done that, click on Save.

NOTE: The stage type is for your internal use, to better show the purpose of the stage depending on activities that are done in that stage.

You can rearrange the order of your stages within a hiring pipeline. Drag and drop the one you wish to move by clicking (your cursor icon will change when you position it above the icon) and holding the icon next to the name of that stage.

You can also edit or delete a stage to better match your recruitment process. You can do this by clicking on the pen icon (for editing an existing stage) or the trash bin (for deleting a stage).

NOTE: Sourced, Applied and Hired pipeline stages are mandatory and can't be deleted.

When you want to edit already existing pipeline, click on the pen icon next to the desired pipeline.


Are there default pipeline stages provided in TalentLyft, or do I need to create them from scratch?

TalentLyft offers default pipeline stages that cover common steps in the hiring process. However, users have the option to modify these default stages or create entirely new ones tailored to their requirements.

Are there limitations on the number of pipeline stages I can create?

TalentLyft allows users to create an unlimited number of pipeline stages based on their hiring needs. However, it's advisable to structure stages efficiently without creating an overly complex pipeline.

Can I set up automated actions based on pipeline stage transitions?

TalentLyft offers the functionality to set up automated actions triggered by changes in pipeline stages.

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