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The Candidate Pipeline is the third and final step of the job creation wizard, after Job Post and Application Form. Here you define the stages candidates move through, from application to hire, along with the automations attached to each stage. After the job is live, you can edit stages at any time from the Candidate Pipeline tab of the job’s Settings page.
Candidate Pipeline step of the job creation wizard listing stage cards in order, Applied, Phone Screening, Assessment and Live Interview, then an Add stage button and the Offered card

The pipeline builder, with three stages added between Applied and Offered

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Choosing Stages

Every pipeline starts with the Applied stage, where every new application lands. From there, add the stages that match your hiring process: Phone Screening, Assessment, One-Way AI Interview, Conversational AI Interview, Live Interview, or Custom. Pipeline Stages explains what each one is for.
When you add an Assessment, One-Way AI Interview, or Conversational AI Interview stage, Equip automatically creates the underlying assessment or interview for that stage. You can review and adjust it before inviting candidates.
The three terminal stages (Hired, Rejected, Withdrawn) cannot be deleted. Together with Applied and Offered, they are the fixed endpoints of every pipeline.

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Reordering and Naming

Drag any stage card to reorder the pipeline. Each stage carries two names:
If you delete a stage that already holds candidates, Equip archives it instead of deleting it. You will see the message “Stage has candidates and was archived instead of deleted”. Archived stages can be restored at any time, so no candidate data is lost.

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Attaching Templates and Assignees

Each stage can carry its own automations: email templates, a scorecard, and an assignee. What you can attach depends on the stage type: These automations are visible only after the job opening is saved; you will not find them while still creating it. To configure a stage:
1

Open the stage

Click the stage card in the pipeline builder.
2

Attach templates and a scorecard

Pick an invitation email template and a rejection email template. Defaults are provided, and you can manage your own under Templates. On stages that support one, select a scorecard.
3

Set an assignee

Click the circular icon on the top right of the stage card and pick a team member. Assignees power the “Mine” filter on the applications dashboard.
Attaching an email template does not mean emails go out automatically. When you move a candidate to a stage, you choose whether to send the email. To have Equip move candidates or send emails for you, set up Stage Automation.
Custom stage named Data Challenge in a saved job's pipeline, with Invitation Email, Scorecard and Rejection Email dropdowns, Automation switched on with 4 rules, and the assignee menu open at the top right listing No assignee, David Park, Kenji Sato, Priya Sharma and Sarah Mitchell, with Priya Sharma ticked

A saved stage with its email templates, scorecard and automation rules, and the assignee menu open

  • Pipeline Stages - A deeper look at each stage type and when to use it
  • Changing Stages - How to move candidates through the pipeline you built
  • Email Templates - Create and customize the templates you attach to stages
  • Scorecards - Build scorecard templates for structured interviewer feedback