The 11 Stage Types
Terminal stages (Hired, Rejected, Withdrawn) mark the end of a candidate’s journey and cannot be deleted. Candidates in terminal stages are excluded from the dashboard’s default Relevant filter, so your working view stays focused on active candidates.
When you add an Assessment, One-Way AI Interview, or Conversational AI Interview stage, Equip automatically creates the underlying assessment or interview for you. You can then review and adjust its content.
Per-Stage Configuration
Each stage carries two names. The internal name (up to 30 characters) is a short dashboard label your team sees, for example “July Hiring”. The candidate-facing stage name (up to 40 characters) is used in filters and stage-change menus, for example “Interview 2”; candidates themselves see only the job title, except that Video Interview and Custom invitation emails can include the stage name. Beyond naming, what you can attach to a stage depends on its type:
An assignee is the team member responsible for candidates in that stage.
Attached email templates pre-fill the invitation or rejection dialog when you move a candidate, but nothing is ever sent automatically; a recruiter always confirms each email.
Status vs Stage
Alongside its pipeline stage, every application also carries a candidate status. The two are independent, and mixing them up is a common source of confusion.
For example, a candidate can sit in the Assessment stage with a status of Shortlisted, or in Phone Screening with a status of Maybe while you decide. Use stages to drive the process and statuses to record your read on each candidate.
Archiving Stages
You can delete a stage from the pipeline builder, but Equip protects your data. A stage is either Active or Archived, and deletion behaves accordingly. Archived stages keep their candidates and history intact. When you need one back, restore it and Equip confirms with “Stage has been restored successfully”.Terminal stages (Hired, Rejected, Withdrawn) cannot be deleted. Every pipeline keeps them so candidate journeys always have a clear end point.
Related Resources
- Candidates and CVs - Work the pipeline day to day in Table and Kanban views
- Changing Stages - What happens when you move candidates between stages
- Scorecards - Build rating templates for screening and interview stages
- Email Templates - Set up the invitation and rejection emails stages use
