Pipeline & Workflow Builder

# Pipeline & Workflow Builder ## What Are Workflows? A workflow defines the stages a candidate goes through during the hiring process. Every job uses a workflow to organize its pipeline. ### Default Stages A typical workflow includes: - **Applied** — initial application received - **Screening** — resume review and initial assessment - **Phone Screen** — brief phone conversation - **Interview** — formal interview (may have multiple rounds) - **Assessment** — technical test or task - **Offer** — offer sent to candidate - **Hired** — offer accepted, candidate hired - **Rejected** — candidate not selected (can happen at any stage) ## Creating Custom Workflows 1. Go to **Settings → Workflows → Create Workflow**. 2. Name your workflow (e.g., "Engineering Hiring", "Executive Search"). 3. Add, remove, and reorder stages. 4. Configure each stage's settings. ### Stage Configuration Each stage can have: - **Name** — displayed in the pipeline view - **Color** — visual indicator - **Scorecard** — attach evaluation criteria for this stage - **Auto-actions** — triggers that fire when a candidate enters the stage ## Stage Triggers (Automation) Triggers automate repetitive tasks when candidates move between stages: - **Send Email** — automatically send a templated email (e.g., interview confirmation, rejection). - **Send Notification** — notify team members when candidates reach key stages. - **Delay** — wait a specified time before executing the next action. - **Webhook** — call an external URL with candidate data. ### Example Automations - Candidate reaches "Interview" → auto-send calendar booking link. - Candidate reaches "Rejected" → send rejection email after 24-hour delay. - Candidate reaches "Offer" → notify hiring manager. ## Pipeline View The pipeline is displayed as a **Kanban board**: - Each column represents a stage. - Candidate cards show name, score, and key info. - **Drag and drop** candidates between stages. - Filter by score, date, tags, and more. ## Workflow Templates Save workflows as templates for reuse. HireBee also provides built-in templates for common hiring patterns.