Set Up HR Statuses and Referral Sources

Your hiring has its own steps: applied, interviewed, background check, hired. Set up HR statuses to match, so everyone can see where each person is.

When you would use this

You run background checks: add a Background Check status, so everyone can see who is still waiting on one.

You pay referral bonuses: use Use Referred By on your referral source, so you know who to thank.

You spend on job boards: add each board as a source, then compare how many hires each one brings.

That's your pipeline set up. Read on for how the statuses show up day to day.

Where you'll see them

HR statuses show on each Crew Member's record and in the Crew Members list, where you can filter by them. When a status changes, NextCrew adds a note to the record, so you can see the history.

Save a view for each stage, such as Interviewing or Onboarding, and your team can work each stage as its own list.

Tips

• Keep the list short, so the stage is always obvious.
• Name statuses for the step, not the person doing it.
• Don't rename a status to mean something new. Add a new one instead.

Other ways people ask this

• How do I add a hiring stage?
• What does Primary mean on HR status?
• How do I track who referred a candidate?
• How do I change the default status for new applicants?

Related guides

• Add, change or delete a Code Table value — how every table works
• Save and share your own list views — a list for each hiring stage