We understand that everyone’s hiring process is different, so we’ve designed a tool in our hiring software that can be easily customized to match your needs. Eddy makes it easy to add a new job stage, change the order of job stages, edit a stage name, or even delete a stage. Note that a stage can only be deleted if there are no candidates in that stage.
How to ADD a stage
- On the “Stages” page, click the "Add a stage" link.
- A new stage appears with a blank spot for a name.
- Enter a name for the new stage.
- Hit “enter” or click anywhere on the page to save.
How to EDIT a stage
- On the “Stages” page, click the stage name or click the edit icon () on the right of the stage name.
- Enter the new name for the new stage.
- Hit “enter” or click anywhere on the page to save your changes.
How to DELETE a stage
- On the “Stages” page, click the trash can icon ().
- You’ll see a quick question to make sure you want to delete the stage:
- Click the “Yes, delete it” button.
TIP: A few stages can’t be deleted, moved, or renamed. These stages (Application, Hired, and Rejected) are special cases.
TIP: A stage can’t be deleted if there are candidates currently in that stage. If a stage can’t be deleted, you’ll see a trash can with a line struck through () to show that the stage can’t be deleted. Once you remove all candidates from the stage, you’ll be able to delete it.
Stages are Job-Specific
We’ve observed that nearly every company has its own take on the hiring process, so we’ve summarized the most common steps and made those the default. We’ve also observed that many jobs, even within the same company, have slightly different requirements. We’ve built job stages to be job-specific, so you can have a different workflow for every job if needed.
Examples of Jobs With Different Stages
Many jobs are best served with a modification to the default workflow. For example, when hiring a software engineer, often a company will add an “assessment” or “homework” stage in which candidates do an at-home assignment that measures specific software skills for the job. Or when hiring a designer, It’s common to have a stage for “Portfolio Review” when reviewing designers’ work.