> 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-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)
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/recruitment-v2-setup/job-stages.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.