What's New: Customizable Pipeline Stages
Every company hires differently. A startup filling its first sales role has a very different process than an agency screening dozens of marketing candidates per week. Yet most hiring tools force everyone into the same rigid pipeline: Applied → Screening → Interview → Offer → Hired → Rejected.
Starting today, hey HRM gives you full control over your pipeline stages — at both the company level and the individual vacancy level.
Company-Level Presets
Head to Settings to define your company's default pipeline stages. These presets are the starting template for every new vacancy you create.
From the presets editor, you can:
- Rename stages — Click any stage name to edit it inline. "Screening" becomes "Phone Screen," "Interview" becomes "Panel Review" — whatever matches your vocabulary.
- Reorder stages — Drag and drop stages into the sequence that matches your actual process.
- Add new stages — Need a "Take-Home Assignment" step or a "Reference Check" stage? Add it with a name and color in one click.
- Delete stages — Remove stages you don't use. Less clutter, more clarity.
- Color-code stages — Assign colors from a 12-color palette to make your Kanban board scannable at a glance.
Once you've configured your presets, every new vacancy will automatically start with your custom pipeline — no manual setup required.
Per-Vacancy Customization
Company presets are a great default, but some roles need a different process. A senior engineering hire might require an additional system design stage. An internship might skip the technical interview entirely.
With per-vacancy pipeline editing, you can customize the stages for any individual vacancy without affecting your company defaults or other vacancies. Every vacancy's pipeline is independent.
On the pipeline (Kanban) view for any vacancy, managers can:
- Rename columns — Click the column header or use the three-dot menu to rename any stage.
- Change column colors — Click the color dot or use the menu to pick a new color.
- Reorder columns — Drag columns left or right to rearrange the pipeline sequence.
- Add new stages — A dialog lets you name the stage, pick a color, and optionally add it to your company presets at the same time.
- Delete stages — When you delete a stage, candidates in that column are migrated to another stage you choose. No one gets lost.
"We shortened our internship pipeline to 3 stages and added a 'Portfolio Review' stage to our design roles. Same tool, two completely different processes — and it took about 30 seconds to set up each one."
Sync to Company Defaults
When you add a new stage to a vacancy, you'll see a checkbox: "Also add to company default stages." Check it, and the new stage becomes part of your presets automatically — so future vacancies include it too.
This makes it easy to evolve your process organically. Discover that a "Culture Chat" stage works well for one role? Promote it to a company default with a single click, and it'll be there for every vacancy going forward.
Assessment-Linked Stages
When you create a skill assessment for a vacancy, hey HRM automatically inserts a linked pipeline stage right after "Applied." This stage represents the assessment step in your pipeline and updates automatically as candidates complete their tests.
If you delete an assessment, its linked stage is removed too — and any candidates in that stage are moved back to "Applied" so nothing falls through the cracks.
Getting Started
If you're already using hey HRM, your existing vacancies keep their current pipeline stages — nothing changes unless you want it to. To set up your company presets, go to Settings and scroll to the pipeline presets section.
For new users, hey HRM starts you with six sensible defaults (Applied, Screening, Interview, Offer, Hired, Rejected) that you can customize immediately.
Your hiring process is unique. Now your pipeline can be too.