Custom Stage

Learn how to configure and use Custom Stages as informational pages or internal holding points within your hiring workflows.

Updated over a week ago

Custom Stage Overview

Custom Stage is a versatile blank page with an optional click to advance link that will proceed the applicant to the next stage.

There are many use cases for custom stages, but these are just a few common ones:

• As an Informational Page: Since the custom stages don't have buttons, questions, or other action items, this blank page is ideal for showing a larger amount of information such as company policies, and embed videos or Javascript to build rapport with the applicant or tell the applicant more about the job/requirements. Instead of cluttering up the Data Collection stage with instructions on what kind of documents to upload, consider placing that in a custom stage before the Data Collection stage to keep it clean.

If you choose to use Custom Stage as an informational page, consider adding an Advance URL, so the applicant can still continue with the rest of the process and move to the next stage.

• As an Internal Stage: Custom stages can also be used for an internal process where the applicant needs to stop in a stage to wait for approval or review. Think of it as building a dam to stop the (work)flow of the river. Simply place a Custom stage after the last stage the applicant is expected to complete an action. In this case, you do not want to add an Advance URL in the Applicant Portal, but you should still place a message informing the applicant that they have completed the application and what to expect next.

Add Advance URL Link

If you want to allow applicants to self-advance to the next stage in the workflow, you'll need to add an Advance URL in the Applicant Portal to advance the applicant to the next stage.

1. Click on Customize at the top right of the custom stage to edit the Applicant Portal.

2. Enter a title and optional instructions for the Stage.

3. Add the content you want the applicant to view in the Stage Body section.

4. Enter the body text for the hyperlink. Highlight the text and click the Link icon > Enter link. Enter the following as the URL:

   [ADVANCE_URL]

5. Click Save.

6. Click the Save Edits button or the Save and Preview button if you’d like to review the page.

7. Click the toggle to Allow applicants to self advance by using the merge key [ADVANCE_URL] under Advanced Settings.

The action of clicking [ADVANCE_URL] link will take applicants to the next stage of the workflow as long as you have the Advance by completing an action setting enabled.

Add Advance Button

(For Advanced Users)

1. Follow Steps 1 - 2 above.

2. Click Use code editor next to the Stage Body entry box to open the HTML editor.

3. Enter your information in HTML format.

4. Paste the following to the end of the code to add a blue Continue button.

   <p style="text-align: center; padding: 20px; margin: 0px; line-height: 150%;"><a href="\[ADVANCE_URL\]" style="font-family: sans-serif;font-size: 13px; font-weight: 900; color: rgb(255, 255, 255); text-decoration: none; text-transform: uppercase; background-color: rgb(0, 160, 255); padding: 15px 35px; border-radius: 5px; letter-spacing: 2px; " target="_self">Continue</a></p>
   

Important Note:

Rules set up within a Custom stage will be only effective if the applicant's Data Keys, Labels, or Scorecard match the rules when the applicant ‘lands’ in the Custom stage. The rules are not triggered when the applicant Label or Data Key is updated after the applicant is already within the Custom stage.