The Review stage gives you a space to evaluate applicants before deciding whether to move them forward.
It acts as a short-term holding stage where you can manually review applications, leave notes, and collaborate with your team.
This helps you stay organized, maintain a smooth hiring flow, and make more informed decisions about which applicants should move to the next stage.
📌 Applicants in this stage may be archived automatically depending on your automation settings. To learn more, see the Archived Applicants article.
The Review stage of the hiring process.
Step 1: Add the automate the Review stage
Select ⨁ Add new stage, then select Review stage.
Go to the Automation tab to set up automated actions for applicants.
When an applicant enters this stage:
Send them a message (default: Off) - Turn ON to send automated messages.
Mark them as hired (default: Off) - Turn ON to automatically mark applicants as hired.
When an applicant has been in this stage too long without being reviewed:
Reject them (default: Off) - Turn ON to automatically reject applicants after a set number of days.
If you enable auto-reject, a pop-up window will appear where you can set how many days an applicant can remain in this stage before being automatically rejected.
Step 2: Move applicants to the Review stage
Now that you’ve set up the Review stage, you can move applicants to this stage to assess their qualifications before progressing further.
💡 For details on moving applicants between stages, visit the Manage applicant details article.
Go to the Applicants page in Team View.
Find the applicant you want to review.
Use the Move to stage option and select the Review stage.
Once in the Review stage, you can evaluate their application and decide whether to move them forward or reject them.
Step 3: Monitor applicants in the Review stage
After setting up the Review stage, you can track applicants who are currently under review.
Go to the Applicants page in Team View.
Use filters to view applicants in the Review stage.
Click on an applicant’s name to open their details and take actions such as scheduling interviews or sending messages.
From here, you can schedule interviews, send messages, move applicants to the next stage, or archive them based on your evaluation.