> For the complete documentation index, see [llms.txt](https://docs.pockethrms.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/recruitment-hire-v2-setup/job-stages.md).
# Job Stages
### Job Stages
**Path:** Cloud > Settings > Recruitment V2 > Job Stages
Use this page to set up and manage your hiring workflows. You can create custom interview stages and track a candidate's progress from their initial application all the way to final pre-boarding. Standardizing these templates keeps your recruitment organized and consistent across all open roles
**Note**: Don't delete template if job is mapped to the template.
### Manage Existing Templates
**Path:** Cloud > Settings > Recruitment V2 > Job Stages
**Step 1:** Log in to the **Cloud portal**
1. Go to **Settings**
2. Select **Recruitment V2.**
**Step 2:** Go to **Job Stages** and Use the **Search by name, details etc** filter bar to quickly locate specific hiring workflows from your library.
**Step 3:** Click the **Copy** icon on the top-right corner of any template card to instantly duplicate a workflow setup, Or Click directly on a **template card** or select the arrow next to the **Active in X Job** row to open up the pipeline editor window.
### Copy and Edit an Existing Template
**Path:** Cloud > Settings > Recruitment V2 > Job Stages > Copy Icon
**Step 1:** Log in to the **Cloud portal**
1. Go to **Settings**
2. Select **Recruitment V2.**
**Step 2:** Go to **Job Stages**.
**Step 3:** Click the **Copy icon** (the two overlapping squares) located in the top-right corner of the template card.
**Step 4:** Once the duplicated template opens, update the **Template Name** and **Description** so it doesn't get confused with the original.
**Step 5:** Make any necessary adjustments to the **Stage Pipeline** by dragging using the drag icon.
**Step 6:** Click the + icon on any stage card to open the Stage Actions panel. Select **Add New Stage** to add a new stage after it, or **Add Round to add** a sub-stage under it.
**Step 7:** Enter the **stage**name, and **choose a color.**
**Step 8:** Under **Automation Triggers**, toggle the required actions for that stage (e.g., Open CSS Portal). Once all stages are set, click **Save**Template to save, or Cancel to exit without saving.
**Important Note:** Drag and drop stages to reorder them. Click the **delete** icon on a stage card to remove it.
**Step 9:** make adjustments to Template Settings by **checking the box** next to the setting, then click **Save Template** to add it to your active list. And click on **save template** to save.
### Create a New Template
**Path**: Cloud > Settings > Recruitment V2 > Job Stages > + New Button
**Step 1:** Log in to the **Cloud portal**
1. Go to **Settings**
2. Select **Recruitment V2.**
**Step 2:** Go to **Job Stages.**
**Step 3:** Click the **+ New** button located in the top-right corner of the main dashboard.
**Step 4:** Enter details into the mandatory **Template Name** and **Description** fields to easily identify your custom hiring workflow.
**Step 5:** Build and configure your unique interview phases step-by-step under the **Stage Pipeline** section, Select your preferred communication triggers inside the **Template Settings** block.
**Step 6:** then click **Save Template** to activate your new pipeline.
{% embed url="" %}
**Path Link:**
[**https://cloud.pockethrms.com/Recruitment/RecruitmentV2/Index?module=RecruitmentV2\&submodule=Job%20Stages**](https://cloud.pockethrms.com/Recruitment/RecruitmentV2/Index?module=RecruitmentV2\&submodule=Job%20Stages)
**For any queries, contact**[**support@pockethrms.com**](mailto:support@pockethrms.com)
