Pipeline categories help structure your recruitment workflow. Each category contains stages that represent steps in your hiring process.
You choose which stages to use when you create a pipeline.
Default pipeline categories and stages
Sage HR includes five pipeline categories with default stages.
New
New
Sourcing
CV review
Phone screen
Selection
Interview
Practical task or tests
Reference check
Culture‑fit meeting
Offer
Offer
Offer accepted
Hired
Hired
You can’t enable or disable pipeline categories themselves.
Create a new pipeline stage
You can add new stages to these categories:
Sourcing
Selection
Offer
Select your name in the top‑right corner.
Select Settings.
Select Recruitment, then Pipelines.
Select the plus icon under the category.
Enter a stage name.
Select Save.
Edit or remove custom stages
Select the pencil icon to edit a custom stage.
📎NOTE: You can’t edit or delete default stages.
You can’t delete custom stages. Disable them in pipeline settings instead.
Disable stages within a category
You can disable all stages within a category if you don’t need them.
For example, disable all Sourcing stages to remove that category from the pipeline.
📎NOTE: You can’t disable the New or Hired stages. Every pipeline must include at least the New and Hired stages.
Return to Set up pipelines