The pipeline stages
Candidates move through the following stages:
Status is shown as a visual progress bar on the candidate record. You can move a candidate to any stage at any time — stages don’t lock out sections of the record, and information can be added in any order.
The candidate record
Each candidate has a detail page with eight tabs: Overview — contact details, status bar, action buttons, and internal notes. Application — a read-only view of everything the candidate submitted in their application form. Activity — a chronological timeline of every action on this candidate record, logged automatically. Status changes, emails sent, interviews added, notes — all captured without any extra steps. Interviews — all interview records for this candidate, with questions, responses, ratings, and recommendations. References — reference check records, pre-filled with referee details from the application form. Safety Check — identity document verification checklist and police vetting records. Offer — offer details and outcome. Setting the outcome to Accepted automatically advances the stage and unlocks the Convert to Staff Member button. Documents — uploaded files attached to this candidate.Candidates list
The Candidates list is grouped by vacancy so you can see the pipeline for each role at a glance. Hired candidates are hidden by default — use the Show hired toggle to include them.Candidates and HR access require either admin access or the HR access permission enabled on your user account.