Using substages
Sub-stages are a way of further organising your candidates without crowding your pipeline with extra stages. They can be used to keep track of how much progress has been made with that candidate within the larger stage.
You are able to add/edit sub-stages by going to Global Settings > Recruitment > Recruiting Pipeline and clicking on the 
icon next to the appropriate stage. Find out more.
How to assign a candidate to a substage
- Click on the candidate's profile in the Pipeline or in the Candidates tab.
- In the candidate’s full profile, click on Select Substage under the replica pipeline view.
- Click on a substage to assign it to that candidate. Only one sub-stage can be assigned at a time.
Filtering by substage
- Click on the Pipeline tab.
- Next to the name of a stage, click on
.
- If the stage has substages, a drop-down menu will appear. The numbers next to each sub-stage show how many candidates have been assigned to it.
- Click on a substage to show only the candidates assigned to that substage in the pipeline. A red tag will appear to show that the stage has been filtered.
Sub-stages are tied to their larger stages, so they are reset when a candidate is moved to a new stage
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