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Setting up pipeline stages

A pipeline template defines the hiring stages every candidate moves through for a job — from application to hire. You can create different templates for different types of roles.

How pipeline templates work

Each template is an ordered list of stages. When a candidate applies to a job that uses the template, they start at the first stage and move forward as your team progresses them through the process.

A typical pipeline looks like this:

  1. Applied
  2. Phone Screen
  3. Interview
  4. Offer
  5. Hired

Kabuna comes with a default template that includes these stages. You can edit it or create new ones.

Create a pipeline template

  1. Go to Settings > Pipelines.
  2. Click New Template.
  3. Give the template a name (e.g. “Engineering Hiring”, “Design Hiring”, “Executive Search”).
  4. Add your stages in order. For each stage, enter a name that’s clear to your team.
  5. Drag stages to reorder them if needed.
  6. Click Save.

Pipeline templates

Edit an existing template

  1. Go to Settings > Pipelines.
  2. Click on the template you want to change.
  3. Add, remove, rename, or reorder stages.
  4. Click Save.

Editing a template affects new jobs that use it going forward. Jobs that already use the template keep their current stages unless you update them individually.

Pipeline templates

Tips for good pipeline design

  • Keep stage names short and descriptive — your team will see them on the Kanban board.
  • Don’t create too many stages. Five to seven is a good range for most roles.
  • Use separate templates when hiring processes are genuinely different (e.g. engineering roles with a take-home test vs. sales roles with a demo presentation).

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