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# How to Create Custom Workflows and Pipeline Stages

# How to Create Custom Workflows and Pipeline Stages

Create different workflows for different types of roles, each with its own pipeline stages and automations.

## Understanding workflows

A workflow is a set of pipeline stages plus the automations on each stage. By default, all jobs share one workflow. You can create custom workflows for specific role types.

## Enabling multiple workflows

1. Open any job
2. Go to the **Workflow** tab
3. Toggle on **"Use different workflows for different jobs"** ![How to Create Custom Workflows and Pipeline Stages: Enabling multiple workflows](https://100hires.com/wp-content/uploads/2026/08/workflow-toggle-different-jobs-boxed.png)
4. Now you can select or create workflows per job

## Creating a new workflow

1. Open a job's **Workflow** tab
2. Enable the multi-workflow toggle (if not already on)
3. Click the workflow dropdown
4. Click **Add new workflow** at the bottom ![How to Create Custom Workflows and Pipeline Stages: Creating a new workflow](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/screenshot-2-ui-element-showin_1p9ckf2.png)
5. Name your workflow (e.g., "Developer Hiring", "Sales Pipeline") ![How to Create Custom Workflows and Pipeline Stages: Creating a new workflow](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/screenshot-3-ui-element-showin_5h402q.png)
6. Add pipeline stages using the dropdown at the bottom ![How to Create Custom Workflows and Pipeline Stages: Creating a new workflow](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/screenshot-4-ui-element-showin_rgvreg.png)

## Adding pipeline stages

1. In the workflow editor, find the dropdown at the bottom
2. Start typing to search existing stages or create new ones ![How to Create Custom Workflows and Pipeline Stages: Adding pipeline stages](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/screenshot-5-ui-element-showin_1365kn1.png)
3. Click to add the stage
4. Drag to reorder stages ![How to Create Custom Workflows and Pipeline Stages: Adding pipeline stages](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/screenshot-6-ui-element-showin_9mip3a.png)
5. Click the bolt icon to add automations to any stage ![How to Create Custom Workflows and Pipeline Stages: Adding pipeline stages](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/screenshot-7-ui-element-showin_pr3e4n.png)

## Example workflows

### Standard Hiring
* Applied
* Phone Screen
* Interview
* Reference Check
* Offer
* Hired

### Technical Roles
* Applied
* AI Screening
* Technical Assessment
* Technical Interview
* Bar Raiser
* Offer
* Hired

### Sales Roles
* Applied
* Phone Screen
* Sales Presentation
* Culture Interview
* Offer
* Hired

### Executive Search
* Sourced
* Initial Contact
* Phone Screen
* Panel Interview
* Reference Check
* Final Interview
* Offer

## Adding automations to stages

Click the bolt icon on any stage to add:

* Email to candidate
* Email to teammate
* Nurture campaign
* AI Score
* Disqualify If
* Assign Task
* And more

## Managing global pipeline stages

View all pipeline stages at [Settings / Pipeline Stages](https://app.100hires.com/settings/stages). ![How to Create Custom Workflows and Pipeline Stages: Managing global pipeline stages](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/screenshot-8-ui-element-showin_tmosi4.png)

Adding stages here makes them available in the workflow dropdown, but they don't automatically appear in any workflow until you add them.

## Tips

* Create workflows for distinct hiring processes
* Keep workflows focused (not too many stages)
* Add automations to reduce manual work
* Test workflows with a few candidates before full rollout