Pipeline stages
Set the stages candidates move through, and what each stage sends when someone arrives.
For admins
Stages are listed in order. Each one shows what it sends, such as Sends "Candidate Information" · reminds after 1 day, up to 1 time. Select Add stage for a new one, or Edit to change one.
Set up a stage
Give it a name and a colour. The colour marks the stage on the candidates board.
Under When a candidate enters this stage, choose what happens:
Send an email: pick one of your email templates.
Send a form or document: pick a form, a Form Set or a document to fill in or sign.
If you send a form or document, you can also:
Move them on when it's done: choose the later stage candidates move to once they've submitted it.
Remind them if it isn't done: set the days before each reminder, counted from when the form or the last reminder went, and the most reminders to send.
Select Save on the bar at the bottom, or Discard to undo your changes.
The wording of reminders is the reminder email in Candidate emails.
Updated 2026-10-24