ExactHire Support

Custom Application Stages

Users have the ability to customize the Application Stages available within the ExactHire ATS.

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  • Begin in the Settings area.

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  • Click on Application Stages.
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  • Application Stages are organized into 6 categories: 

    • Applied*

    • Screen

    • Interview

    • Interviewed

    • Made Offer

    • Hired* 

    *These stages are locked within the system.

  • The User may create up to 8 Substages within each unlocked category. 

  • Click the Cog icon on the left to enter the Advanced Edit Mode to create new Substages, edit existing Substages, and select/deselect Substages for use in each stage category.

  • Select/deselect to include/remove the Category Name as a stage option.

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  • Within Advanced Edit Mode, use the + to Create New Substage(s). 

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  • Drag and drop to organize the new Substages into the proper order within the Category.

    • Click SAVE SUBSTAGES to save the changes.

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  • The newly created Substages will be visible in the Application Stages view.

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  • Using the Stage Setup Preview dropdown to see an example of the stage order.

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  • The newly modified Application Stages will be visible in the Applicant Record as well as in all Stage filters.
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Still need help? Submit a support request and our team will get back to you.