Coming from another ATS and wondering how to recreate your familiar recruiting workflow? You’re not alone. Whether your old system called it “looping,” “pipelining,” or “stage tracking,” our ATS gives you all the tools you need to build a custom workflow that fits your team’s hiring style.

In this article, we’ll show you how to use custom statuses and tags to keep your hiring process organized and visible from start to finish.

Use Custom Applicant Statuses to Mirror Your Pipeline

Statuses in the ATS can reflect every stage of your hiring process—from application to offer (and every step in between).

Here’s how you might set it up:

• Application Received

• Round 1 – Phone Interview

• Round 2 – Panel Interview

• Reference Check

• Offer Extended

You can view, filter, and report on applicants by status—making it easy to track where each person stands in your process.

To get started, see: How & Why to Customize Applicant Statuses

Prefer More Flexibility? Try Tags

Tags are a more freeform way to categorize applicants.

• Use tags for extra context or parallel tracking.
  For example: “Second Interview,” “Referred by Alex,” or “Needs Portfolio.”

• Tags can be layered with statuses or used on their own.

• Filters in the applicant grid allow you to find and organize by tag.

For more: Using Tags to Organize Postings

Best Practices for Building Your Workflow

• Start by mapping out your current recruiting workflow—then replicate it using statuses or tags.

• Use statuses for defined stages, and tags for supplemental details.

• Encourage your team to update applicant records regularly for maximum visibility.

Need Help?

Want to brainstorm the best setup for your unique hiring loop? Our team is ready to help translate your current process into something that works seamlessly in the ATS.