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Hiring workspace

Hiring Pipeline template. A complete workflow, ready to adapt.

Hiring managers, recruiters, and interview teams running a consistent candidate process.

Use this template Preview the workflow
Workflow stages
7
Custom fields
5
Labels
4
Automations
3
Checklists
2
Workflow preview

See how work moves from Applied to Rejected.

The template creates a board named Candidates with the stages shown below. It starts clean, ready for your team’s work.

Built-in structure

The context your team needs, already attached.

Fields and labels are shared across every board created in this workspace, keeping filtering, Table view, and Portfolio reporting consistent.

Custom fields

5 fields included

FieldTypeOptions
RoleTextFree entry
SourceSelectDirectReferralAgencyJob Board
Interview DateDateFree entry
Hiring ManagerPersonFree entry
ScoreNumberFree entry

Labels

4 ways to classify work

PriorityReferralRemoteFollow-up

Use these labels to surface work by responsibility, type, or outcome without adding more workflow stages.

Repeatable execution

The process does more than organise cards.

Reusable checklists standardise important work while editable rules handle routine workflow updates.

Checklist templates

Candidate interview

  • Confirm the interview panel and focus areas
  • Share the candidate brief with interviewers
  • Collect independent feedback
  • Hold the hiring decision review
  • Communicate the next step to the candidate

New hire onboarding

  • Confirm the signed offer and start date
  • Prepare accounts and equipment
  • Share the first-week plan
  • Assign an onboarding contact
  • Schedule the first check-in

Workspace automations

  • When a card enters "Interview", apply the "Candidate interview" checklist.
  • When a card enters "Hired", apply the "New hire onboarding" checklist.
  • When a card enters "Rejected", mark it complete.
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View all templates

Open the Hiring Pipeline workspace
with the structure already in place.

Sign up and choose Hiring Pipeline during onboarding. Rename, add, or remove anything afterwards.

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