The Pre-Hire stage is an optional stage that sits between In Progress and Hired. It's designed for candidates who have completed interviews and assessments and are in the final stages before an offer is made — including reference checks, background checks, and offer letter preparation. Adding a dedicated Pre-Hire stage gives your team a clear signal that a candidate is on the verge of an offer and helps separate final-stage candidates from those still actively working through 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 the Pre-Hire stage to a job that is already open: From the Jobs page, find the relevant job and select Edit Job from the menu dropdown.
Navigate to the Hiring Steps section of the job editor. To automatically populate the Pre-Hire stage with the steps that typically belong there (reference checks, background checks, offer letter), select Auto move active hiring steps. Alternatively, select Add Another Hiring Step and manually choose which hiring steps you want to appear in the Pre-Hire stage.
Note: Interviews are only supported in the In Progress stage and cannot be added as a hiring step in the Pre-Hire stage.
Press Save & Continue to save your changes. When creating a new job, navigate to the Hiring Steps section during setup. You will have the same options to auto-move applicable steps into the Pre-Hire stage or manually add steps one by one.
Viewing Pre-Hire in the Pipeline
Once the Pre-Hire stage has been added to a job, you will see it appear as a stage tab both on the Jobs page overview and within the header of the specific job's pipeline.
Moving Candidates into Pre-Hire
You can move a candidate into the Pre-Hire stage at any point in the hiring process from the stage overview page.
You can also move a candidate to Pre-Hire when viewing their candidate card in the Candidate Drawer.
Pre-Hire Suggested Hiring Steps
Ordering a Background Check
Click Order, select the package, and confirm. You'll be returned to the drawer where you can track the order status and view the full report when it's complete.
Sending an Offer Letter
Offer letters can be sent directly from the Candidate Drawer when the candidate is in the offer letter step. No need to navigate away from the pipeline.
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