> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staffer.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Move candidates through the process
> Work a candidate's Process tab: complete steps, read what they submitted, and see what a rejection or hire does to what's left.
You move a candidate through the process on their **Process** tab. It has three sections: **Next step**, **Previous steps** and **Upcoming steps**.
For a rejected candidate, the **Process** tab is currently empty, even if they went through steps. Their history is still on the **Activity** tab. Shortlisted people have no **Process** tab until you promote them.
## Next step, previous steps, upcoming steps
* **Next step** shows the candidate's current step, ready to act on: **Approve** / **Reject** for a review, the composer for a message, and so on. The [next action](/companies/recommended-actions) card, marked **AI recommendation**, sits above it. When every step is done, it reads "No steps left in the pipeline."
* **Previous steps** lists completed and skipped steps, oldest first. It starts with an **Application** card that shows their score when they joined the job. Each row shows who completed the step and when.
* **Upcoming steps** lists the steps after the current one. You can't act on them until they're current.
## Completing a review
The form depends on the step's Method:
* **Human approval**: an optional instructions box, a note field if Allow notes is on, then **Approve** / **Reject** buttons.
* **Human score**: the same instructions and note fields, plus a plain number field labeled **Score** (1 to 100), then a single **Complete review** button, disabled until you enter a valid score.
* **AI approval**: a box explains what happens: the step completes at or above the passing score and waits below it. **Approve** / **Reject** buttons appear only while it's waiting.
## Completing a task
When a Task step is the candidate's next step, the **Next step** card shows a **Complete** button, plus a notes field if **Allow notes** is on. You can also use **Mark complete** in the step's **Step actions** menu.
## Reading questionnaire answers and files
A completed **Questionnaire** step shows how many questions were answered. Expand it and click **Review** to open the full set of questions and answers under a **Responses** heading.
A completed **File upload** step shows what the candidate sent. PDFs and images open in Staffer. Other files download.
## The score on each previous step
Any step that changed the candidate's match score shows the change next to it, green for up and red for down. Expand the step for a summary of what changed and a per-criterion breakdown. A criterion that got no new evidence from the step shows **Held to prior verdict** and keeps its old score. See [How match scores work](/companies/match-scores) for what the numbers mean, and [When scores change](/companies/editing-and-rescoring) for what triggers a rescore in the first place.
## Step actions
Every step has a **Step actions** (⋯) menu. What's on it depends on the step:
| Item | Available on | What it does |
| ---------------------------------------- | ---------------------------- | --------------------------------------------------------------------------------------------------- |
| **Mark complete** | Any completable pending step | Completes it by hand. |
| **Skip** / **Skip step** | Pending steps | Marks it skipped, no data recorded. |
| **Un-skip step** | A skipped step | Puts it back to pending. |
| **Reschedule** / **Cancel meeting** | A scheduled interview | Reschedules or cancels the call. |
| **Add step before** / **Add step after** | Pending or in-progress steps | Adds a one-off step, for this candidate only. |
| **Edit step** / **Delete step** | One-off steps you've added | Change or remove it. |
| **Copy interview link** | A pending AI interview | Copies the candidate's interview link. |
| **Reset step** | Any step with a result | Wipes everything recorded (transcript, upload, answers) and returns it to pending. Can't be undone. |
| **Copy step ID** | Every step | Copies its ID. |
You can't reassign a step from here. Change a step's reviewers on the job's [Process tab](/companies/build-a-process). For a one-off step you added for this candidate, use **Edit step**.
## Add a one-off step for this candidate
In the **Step actions** menu on any pending step, choose **Add step before** or **Add step after**, then pick a kind. The step is added for this candidate only. The job's process doesn't change. You can also ask the agent, for example "give Alice a portfolio review". In **Ask permission** mode it shows a confirmation card first. In **Auto** mode it's added straight away.
## What happens when the candidate is rejected, hired, gets an offer, or withdraws
Moving a candidate to **Offer**, **Hired**, **Rejected** or **Withdrawn** marks every step they haven't finished as **Skipped**. This includes **Offer**, so finish any steps you still need before you move someone there.
If you later move the candidate back, for example after a declined offer, those steps stay skipped. Turn each one back on with **Un-skip step** in its **Step actions** menu.
## Common questions
Not from the candidate. Change the step's reviewers on the job's **Process** tab. A one-off step you added for this candidate can be changed with **Edit step**.
**Skip** marks a step as not happening and moves on. **Reset step** deletes what was recorded, such as a transcript, an upload or answers, so the step can be done again. You can't undo a reset.
No, they stay skipped. Turn each one back on from its **Step actions** menu.
Expand the step in **Previous steps** and click **Review**.
Who gets asked, and what can reject a candidate on its own.
Move a candidate to Rejected, Offer or Hired, and what that tells them.