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The Pre-Hire stage is an optional stage between In Progress and Hired. It’s designed for candidates who have completed interviews and assessments and are in the final stages before hire, including reference checks, background checks, and offer-letter preparation. Adding Pre-Hire helps separate final-stage candidates from those still completing earlier hiring steps.

In this article, we will cover: 

• Adding Pre-Hire to an Existing Job or When Creating a Job
• Viewing Pre-Hire in the Pipeline
• Moving Candidates into Pre-Hire
• Pre-Hire Suggested Hiring Steps
• Related Topics

Adding Pre-Hire to an Existing Job or When Creating a Job

To add Pre-Hire to a job that is already open, find the job on the Jobs page and select Edit Job from the menu dropdown. Navigate to the Hiring Steps section of the job editor.

To automatically populate Pre-Hire with applicable steps such as reference checks, background checks, and offer letters, select Auto move active hiring steps. Alternatively, select Add Another Hiring Step and choose which hiring steps you want in Pre-Hire.

Note: Interviews are supported in In Progress and cannot be added as a hiring step in Pre-Hire.

Select Save & Continue to save your changes. When creating a new job, go to the Hiring Steps section during setup and use the same options to move applicable steps automatically or add them individually.

Viewing Pre-Hire in the Pipeline

Once Pre-Hire is added to a job, it appears as a stage tab on the Jobs page overview and in the header of that job’s pipeline.

Moving Candidates into Pre-Hire

You can move a candidate into Pre-Hire at any point in the hiring process from the stage overview page. You can also move a candidate to Pre-Hire from the Candidate Drawer.

Pre-Hire Suggested Hiring Steps 

Ordering a Background Check

Select Order, choose the package, and confirm. You’ll return to the drawer, where you can track the order status and view the full report when it is complete.

A completed background check that has not yet been reviewed displays as Ready for Review. After a team member reviews it, the status changes to Completed and shows the reviewer’s name and review time.

Checklists

Checklists can be added as hiring steps in both In Progress and Pre-Hire.

Sending an Offer Letter

Offer letters can be sent directly from the Candidate Drawer when the candidate is in the offer-letter step. You do not need to navigate away from the pipeline. Offer letters can include a pay-rate range, depending on the offer-letter setup.

Related Topics

• Candidate Pipeline: In Progress Stage
• Candidate Pipeline: Hired Stage
• Candidate Pipeline: Declined Stage
• Candidate Pipeline: Edit and Manage Jobs
• Candidate Pipeline: Candidate Drawer and Communication
• Candidate Pipeline Overview