Course › Module 8 · ATS and recruitment CRM operations

Lab 7: configure a pipeline end to end

Module 8, Lesson 6  ·  3 min read ·  Updated 21 September 2026

Module 8 · Lesson 6

Set up a complete hiring process and push a test candidate through every stage. The point is finding the places where a real person would get stuck.

What to do

  1. Design it on paper first: stages, who moves candidates, what has to be true to progress.
  2. Set it up — stages, rejection reasons, permissions, and the five day-one automations from Lesson 1.
  3. Publish the job from your Module 2 blueprint to a careers page, with the JobPosting code.
  4. Apply to your own job, on a phone, all the way to the end.
  5. Move that test candidate through every stage, to both endings — hired, and rejected with a reason.
  6. Create one talent group and add three near-misses from your Module 4 shortlist.

What to hand in

The design, a screenshot or export of your stages and rejection reasons, the job page passing a structured data test, and a short list of everywhere the test candidate hit friction.

How to know you have done it right

CheckGood looks like
Stages are positionsNo stage describes an activity or a waiting state
Rejection reasons8–12 of them, meaningful, no "not a fit"
PermissionsA hiring manager cannot see other jobs' candidates
Page codePasses a structured data test with no errors
Applying on a phoneUnder three minutes, no account creation
Both endings workRejection sends the right message with the reason recorded

The friction list

Write down every point in your own application where you were even slightly irritated. Retyping something you uploaded. A field you had to guess at. A required question with no answer that fits. A confirmation that never arrived.

Every one of those costs you candidates, and costs you most among the people with other options. This list is the most valuable thing this exercise produces.

Check yourself before Module 9

  • Could someone else run this process without asking you what a stage means?
  • If a candidate asked to be deleted, could you do it in one place?
  • Does every rejection reason match something you actually assess?
  • How long did your own application take? Compare that with how long you expect candidates to spend.

Without a full hiring system

Most of this works on a free trial of any hiring system, and the paper design at step one costs nothing. If you cannot set one up, do steps 1, 3 and 4 — design the process, publish a job page with the right code, and apply to your own job on a phone. Those three produce most of the value.

How long to spend

Sixty to ninety minutes. The paper design saves the time — teams who set up the software first usually rebuild the whole thing within a month.

Common questions

What is the difference between a pipeline stage and a status?

A stage is where a candidate is in the process and moves forward — applied, screened, interview, offer. A status is their condition within it — active, awaiting candidate, on hold. Conflating them produces stages like 'waiting on hiring manager', which corrupts every conversion rate you will ever report.

What structured data do job postings need?

`JobPosting` requires title, description, datePosted, hiringOrganization and jobLocation, with validThrough, baseSalary and employmentType recommended. More sites lose eligibility on the basics than on the properties: the page must be indexable and not behind a login, the markup must match the visible page, filled roles must be expired, and each role needs its own stable URL.

What is a recruitment CRM and do you need one?

An ATS manages people applying for a role that exists; a CRM manages relationships with people before it does. Whether you need a separate product depends far less on the software than on whether anyone will actually do the nurturing. Start with one pool for the role you hire most, seeded with last year's near-misses.

Check yourself

Four questions. Nothing is recorded anywhere but your own browser — this is for you, not for a score.

  1. 1Why is 'waiting on hiring manager' a bad pipeline stage?

  2. 2Which ATS field is most valuable and most commonly neglected?

  3. 3A job page is behind a login. What is the consequence for job search visibility?

  4. 4How should you judge a paid job board?