Customizing Interview Stages for a Role

Tailor your interview process for each role by customizing interview stages—the steps candidates move through during hiring. While new roles start with your account's default stages, you can add, edit, reorder, or remove stages to match this specific role's needs.

How to Access Interview Stages

1. Open your role from the Roles page
2. Click Structure & Questions in the top right

You'll see a flowchart of all interview stages for this role.

Adding a Stage

1. Click Change Structure in the top right
2. Select Add Stage from the menu
3. Choose a stage type:
   • Recruiter Screen — Initial screening call
   • Tech Screen — Technical assessment
   • Portfolio Review — Review of work samples
   • Interview Loop — Series of back-to-back interviews
   • Decision — Final decision-making stage
   • Other — Custom stage type
4. Set the stage name and default duration
5. Click the checkmark to save
   
   

Editing a Stage

To change the name or duration:

1. Hover over a stage and click the pencil icon
2. Update the stage name or duration
3. Click the checkmark to save

To add or modify questions:

1. Click into a stage card
2. Add, edit, or reorder interview questions

Tip: For more on working with questions, see Preparing Interview Questions.

Reordering and Deleting Stages

To reorder: Drag and drop stages to change their sequence. Stage numbers update automatically.

To delete: Hover over a stage and click the trash icon, then confirm.

Note: To reset all stages back to your account defaults, click Change Structure → Reset to Default Stages.

What's Next?

Once your stages are configured:

• Prepare Interview Questions — Add questions to each stage
• Create and Schedule Interviews — Set up interviews using these stages
• Add Candidates to a Role — Bring candidates into your pipeline