Build a hiring process

A job’s Process tab holds the sequence of steps a candidate moves through: reviews, interviews, questionnaires, tasks and more. A new job starts with no steps. You build the process on the canvas, or ask the agent to. For advice on what to include, see Design a process.

​

The canvas

The process runs top to bottom from Start to End, with your steps in between. By default every candidate follows the same line. When a step applies only to some candidates, the canvas splits into two lanes, Applied and Sourced. Steps for all candidates stay in the shared line. An empty process shows one button for each step kind, such as Add Review and Add Interview.

​

Add, arrange and save steps

​

Applies to: split the process by where candidates come from

Every step’s Rules tab has an Applies to dropdown with three options: All candidates (the default), Applied only and Sourced only. A step set to Applied only or Sourced only applies only to that group. Use it to keep a step for sourced candidates but skip it for people who applied, or the other way round. When you copy a process from another job, its Applied and Sourced lanes come with it.

​

Viewing as

The Viewing as Recruiter dropdown, top right of the canvas, shows the process as someone else would see it. It only changes the view.

​

What candidates see

Candidates see the process in their application, so they know what’s ahead. Interview, AI interview, File upload and Questionnaire steps are always visible to them, because they have something to do. Review, Task and Message steps are hidden unless you turn on Visible to candidate on the step’s Rules tab. A visible step doesn’t email them. See Step types for exactly when each kind emails a candidate.

​

Editing a process that already has candidates

Once any candidate has started, completed or skipped a step, the step locks. A padlock icon appears, and you can’t delete it or change its kind. You can choose Archive step instead. It stops the step applying to candidates who haven’t reached it, and keeps everyone’s history on it. You can delete a step nobody has reached yet. Delete permanently removes the step and its settings, including any message text, when you save.

​

Build or change it from chat

You can describe the process to the agent instead of using the canvas. It reads the current process and proposes changes. In Ask permission mode, the default, it shows a confirmation card before adding, changing or removing anything. In Auto mode it applies straight away. If the agent saves a change while you have unsaved edits on the canvas, Staffer keeps your version on screen and shows that a newer version exists. It asks you once whether to keep your edits or see the update. Nothing you typed is replaced without you choosing.

​

Step order and the candidate’s “current step”

When a candidate joins the job, Staffer sets up every step that applies to them. Their current step is the first one they haven’t finished. When it’s completed or skipped, the next one becomes current. So candidates move through steps in the order on the canvas, and reordering changes what’s next for anyone who hasn’t reached that point.

​

Common questions