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Every job has its own process: an ordered list of steps a candidate works through after being pushed from a shortlist.

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Step kinds

A step can be a review, an interview (human or AI), a message, a file upload, a questionnaire, or a general task. Pick the kind that matches what actually needs to happen at that point.

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Tracks

Not every candidate should walk the same path. Mark a step applied, sourced, or all to control who it applies to, so someone who applied directly and someone you sourced yourself can go through different flows on the same job.

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Reordering and locking

Drag steps to reorder them. Once a step has any real candidate activity on it, it locks: you can’t delete it or change its kind, since that would erase history. To retire a locked step without losing that history, archive it instead. Archived steps stop applying to new candidates but leave existing progress untouched. Next: Reviewer holds and score gates