Set up pipelines

Create the step by step process an applicant goes through during the application process.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

You can use pipelines to control the stages that an applicant must go through as part of their application process. A standard recruitment pipeline is already in Sage HR but you can customise this, or create additional ones too if you need different pipelines for different positions.

📎NOTE: Only employees with administrator or recruitment administrator access can follow these steps.

To get to pipelines:

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click Recruitment, then click Pipelines.

Set up pipeline categories

Pipeline categories show for you to enable or disable when you create a new pipeline. There are five pipeline categories

  • New

  • Sourcing

  • Selection

  • Offer

  • Hired

Sourcing, Selection and Offer you can add new stages to.

Create a new pipeline

Once you have setup your Pipeline categories you are ready to create or amend your recruitment pipelines.

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