Overview

You can create Custom Stages and Statuses to use in your custom hiring processes. For more information, refer to Custom Hiring Processes.

Custom stages and statuses let you change your hiring processes to reflect key events in your organization's hiring workflows.

Notes:

• Only the default stages are tied to key features, such as interview scheduling, background checks, and offer letters.
  • Turning off a default stage in a hiring process can prevent your team from using key features when managing candidates.
• Custom stages and statuses only allow you to post a comment.

Create a custom stage

As an administrator or staffing user, you can create, edit, and manage your hiring processes in Paycor. You can create a custom stage when you create or update a hiring process.

1. Go to People > Hiring > Applicant Tracking.  
2. At the top, select Admin, then select Job Management. The Job Management screen opens and defaults to Hiring Processes > Create a New Process. 
3. On the left, find the Enabled Hiring Process you want to edit and go to the Hiring Stages and Statuses section. 
4. Select the blue plus sign (+) icon between each Default Stage in the Hiring Process Form. The Add a New Stage & Status section opens.
   
5. Select the blue plus sign (+) icon next to the Stage Name field. The Add Custom Stage window opens.
   
6. Enter a Stage Name, Stage Abbreviation, and at least one Status Name.
7. To reorder Custom Statuses, use the arrows to the right of each Status Name field.
8. Select Save in the Add Custom Stage window. The Custom Stage is added to the current Hiring Process in the location you chose.
9. At the top of the Hiring Process Form, select Save. The new Custom Stage is added to your organization's Stage Library.

Add an existing custom stage to a hiring process

You can add an existing Custom Stage when you create or update a Hiring Process. 

1. Go to People > Hiring > Applicant Tracking.
2. At the top, select Admin, then select Job Management.
3. Select Create a New Process or select the existing Hiring Process you want to update.
4. Select the blue plus sign (+) icon between each Default Stage in the Hiring Process Form.
   
5. In the Stage Name field, select the appropriate Custom Stage. The Custom Stage is added to the current Hiring Process in the location you chose.
6. At the top of the Hiring Process Form, select Save to confirm your changes.

Remove a custom stage

1. Go to People > Hiring > Applicant Tracking.
2. Select the blue plus sign (+) icon between each default stage in the Hiring Process Form.
3. On the Custom Stage Card you want to remove, select the 3-dots icon.
4. Select Remove. The Custom Stage is removed from the current Hiring Process.
5. At the top of the Hiring Process Form, select Save to confirm your changes.