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Set Up Your Pipeline Stages

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

Updated this week

In this article, we will set up your hiring pipeline in TalentLyft to match your company's needs.
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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 in the top right corner of your screen, then select App settings. Select the Pipelines option from the list on the left side of your screen and the customization window will open.

Adding new pipelines stages

To add a new pipeline, click on the plus sign in a red circle and new window will open to choose a desired pipeline (job or pool pipeline).

After you choose the relevant template, a 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 Jobs dashboard 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.

Editing and deleting pipelines stages

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.

FAQ

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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