Moving candidates through stages is how you work a job in Recruiterflow. This article covers the three ways to change a candidate's stage and what happens behind the scenes when you do.
What stages are
Every job in Recruiterflow has a pipeline of stages — for example: Sourced → Screening → Client Submission → Interview → Offer → Hired. Each stage belongs to a Stage Category (such as Company Submission, Hired, or Rejected). Stage Categories are configured workspace-wide by Admins in Workspace Settings, and they're what trigger automations, reports, and pipeline analytics.
Change a stage from the candidate profile
Open the candidate's profile.
On the job card for the relevant job, click the current stage name.
Pick the stage you want to move them to.
Change a stage on the Kanban board
Open the job and switch to Kanban view.
Drag the candidate's card from their current column to the new stage column.
Kanban is the fastest way to move several candidates between adjacent stages - for example, advancing everyone who passed a screen from Screening to Client Submission.
Change stages in bulk
From the job's candidate list or Kanban view, select the candidates you want to move using the checkboxes.
From the bulk action bar, choose Change Stage.
Pick the target stage and confirm.
Example
You just finished a batch of 12 screening calls. Open the job in Kanban view, select the 8 candidates you want to move forward, and bulk-change them to Client Submission. The other 4 stay in Screening for a follow-up.
Things to know
Moving a candidate into a stage in the Company Submission category is what counts as a submission in your reports — not just any forward movement.
Moving into the Hired category typically prompts you to record placement details (start date, fee, etc.). Check your workspace's placement workflow.
Moving into a Rejected category will ask for a disqualification reason. See How to disqualify a candidate from a job.
Stage changes are logged on the candidate's activity timeline with the user and timestamp.
Automations and sequences can be triggered on stage change. Admins set these up in Workspace Settings.