Move a candidate to another stage

Three ways to move a candidate

There are three paths to a stage change. All three end up the same way in the timeline; the difference is who or what triggered it.

Manual move. You make the call. Two ways to do it:

Open the candidate's profile and click Move to next stage in the actions panel.

From the role's pipeline view (the board with candidates as cards), drag the card from its current stage to the new stage.

Either way works. Most teams use the pipeline view for sweeping moves (advancing 10 candidates from Application to Screening at

once) and the profile button for considered single moves.

AI recommendation, then a click. When a candidate has gathered enough signal, the AI's hiring recommendation appears in the

actions panel: Advance, Hold, or Future Roles. Clicking the recommendation acts on it. Advance moves the candidate to the next

stage in the pipeline; Hold keeps them where they are with a flag; Future Roles moves them to the talent pool.

You can override the AI's recommendation at any time. The override is recorded, but it doesn't penalize the candidate.

Automatic on event. Some stage transitions can fire automatically. The most common patterns:

Application to Online Screening when the application is received and meets the role's minimum score.

Online Screening to Interview when the candidate completes a skill assessment with a passing score.

Interview to Offer when a scorecard is submitted with an Advance recommendation.

These are off by default. Turn them on per role from Role settings → Automation. Most teams enable the early-stage automations

(Application to Screening) and keep later-stage transitions manual.

Bulk moves

From the pipeline view, you can select multiple candidates (checkbox per card, or Shift-click for a range) and use Move Selected to

advance them all at once. The bulk move opens a confirmation modal showing the candidates and the target stage; cancel if

anything looks off.

Bulk moves can't span roles. They work within one role's pipeline at a time.

What gets recorded

Every stage move adds an entry to the candidate's timeline:

The action: Moved to Online Screening.

Who triggered it: a teammate's name, or System for automated moves.

When.

The reason, if the stage requires one.

Some stages can be configured to require a reason on entry (especially sensitive ones like Offer Extended or Hired). The reason

becomes part of the audit trail.

Moving across roles

A single candidate can appear in multiple roles. Each role has its own pipeline; the candidate's status in role A is independent of role

B.

To move a candidate from one role to another:

Open the candidate's profile.

Click Add to Role in the actions panel.

Pick the role and the stage you want them to enter at.

This adds them to the new role without removing them from the original. If you'd rather move (transfer and close the original), use

Move to Role from the same menu. The choice depends on whether you're still considering them in the original role.

The candidate's full history (resume, notes, scorecards, communications from the original role) carries with them. The AI re-scores

against the new role's criteria, so the score from the original role doesn't anchor the new evaluation.

[Illustration: Cropped screenshot of the actions panel showing the Move to next stage button highlighted, with the AI

recommendation pill above it.]

Who can move candidates

Permissions follow the role-based system from Invite your first teammate. In short:

Owners, Admins, and Recruiters can move candidates between any stages in any role they have access to.

Hiring Managers can move candidates within the roles they're assigned to, but their access to specific stages (especially latestage ones like Offer) may be restricted depending on the role's settings.

Some sensitive moves can be configured to require approval from a second teammate. The candidate stays in their current stage

with a Pending Approval badge until the second person signs off. The setup for that lives in role settings.