Candidate Stages help you organize and track where each candidate is in your hiring process, right inside your Honeit projects.
The default stages in Honeit are New, Scheduled, Screened, Submitted, Interviewing, Offer, Hired, or Declined. You can change these to match the stages you already use in your CRM or ATS (with Admin permission).
Here's how to use stages so that you can see your pipeline at a glance and keep your team aligned. 👇🏼
Table of Contents:
Creating and Using Projects
If you haven’t already, start by creating a new Project. Your project acts as a central hub for all related candidates and interviews.
Building Your Project Pipeline
🧩 Understanding Project 'Contacts' and 'Calls'
Each Honeit Project helps you organize everything related to a specific role or hiring initiative. Within every project, there are two key components: Contacts and Calls.
👥 Contacts
A Contact represents a person (a candidate, hiring manager, or anyone you’re connecting with).
Contacts can be added to multiple projects.
This is useful if the same candidate is being considered for more than one role.
📞 Calls
A Call is a specific interview or conversation recording.
Each call can belong to multiple projects.
This is useful if the interview is relevant to more than one role.
How contacts and calls are automatically linked to a project
Every project has a unique scheduling link. When you use Project Scheduling Links, Honeit automatically associates the contact and their subsequent call to that project.
You send the project scheduling link to a candidate.
They book a time with you.
The candidate (contact) is automatically added to the project.
The scheduled call is automatically linked to the same project once it’s completed.
💡No manual setup required, everything is synced automatically.
Manually adding contacts to Projects
If a call was NOT scheduled through the Project Scheduling Link, you can still add contacts to projects manually. There are a few different ways to do this:
👥 From the Project landing page:
Open your Project and click on the Contacts tab.
Click the Add Contact button.
In the pop-up window, choose one of the following:
Add Existing – search by name or email to add an existing contact.
Create New – add a new contact from scratch.
Click Add to include the contact in the project.
This will add all calls associated with that contact to the project (if applicable).
💡 Pro Tip: After you add a contact to a Project, you can click their phone number to place a direct call from Honeit. Once the call is completed, it will automatically be logged and associated with that Project.
👥 From the call details page:
If you’ve already completed a call with a candidate who isn’t yet linked to a Project, you can easily add them afterwards.
Go to your Calls page and click the "View Details" of the completed call.
In the call details, find the Project field under the contact name and click +add.
Search for an existing project or select +New Project to create one, then click Add.
This will add the contact and the call to the selected Project.
👥 From the contact profile:
Once a contact is created in Honeit, simply click on the contact's name to bring up their profile. Then navigate to the Projects tab and follow the steps to add the contact to a new or existing Project.
Assigning candidate stages
Once a contact is added to your project, you can assign them a stage.
The default stages in Honeit are New, Scheduled, Screened, Submitted, Interviewing, Offer, Hired, or Declined unless your account is configured differently.
Open your Project and click the Contacts tab.
Find the contact you want to update.
Click the Stage dropdown next to their name.
Select the appropriate stage — New, Scheduled, Screened, Submitted, Interviewing, Offer, Hired, or Declined.
💡 Stages are updated manually and help your team track each candidate’s progress through the hiring process. *New is the default field for all new contacts.
Adding and viewing notes for contacts
Adding notes helps you keep track of updates, conversations and follow-ups for each contact. It gives your team quick context so everyone stays aligned and knows the latest status without digging through emails or messages.
To leave a note for a contact, either click the small edit icon beside the activity line or open the three-dot menu and choose Add Notes.
How to edit candidate stages
The default stages in Honeit are New, Scheduled, Screened, Submitted, Interviewing, Offer, Hired, or Declined. You can change these to match the stages you already use in your CRM or ATS.
Admins can manage candidate stages across your team, and they can also grant permission for individual users to make edits.
Who can edit stages:
Only Admins can add, edit, or rename stages for your team unless they’ve given you permission to do so. If you don’t see the ⚙️ gear icon next to your stage tabs, please contact your account administrator to update stages or grant you access.
Editing stages in a project (if you have permission):
Each project can have its own set of stages. To make edits:
Go to your Project page.
Click the ⚙️ gear icon next to your stage tabs (see image below).
Add, edit, or rename stages as needed.
Projects will use default stages unless customized by an admin.
How to remove contacts or calls from Projects:
If you need to remove a contact or a call from a project, open the three-dot menu on the far right of the contact or call row. From the dropdown menu, select Remove. This will remove that contact or call from the project without deleting it from your account.
Remove a contact:
Remove a call:
Frequently Asked Questions:
Q. Can I change candidate stages?
Only Admins can add, edit, or rename stages for your team unless they’ve given you permission to do so. If you don’t see the ⚙️ gear icon to edit stages, please contact your account administrator to make changes or grant you access. (Admin Account Settings, Project Stage Management)
Q. Can different people on the same project have different stages?
No. Each project uses a single shared set of stages for everyone on the project. Individual users cannot have their own separate stage lists.
Q. What if I need the stages changed but I’m not the project owner?
Only the project owner can update stages (as long as the admin has enabled project-owner customization). If you need a change, reach out to the project owner directly.
If ownership needs to be updated, an admin can change the project owner.
Q. Can I have different stages for different projects?
Yes! Each project can have its own set of stages. By default, all projects start with the same stages, but if your admin has given you permission, you can customize them. Simply click the ⚙️ gear icon in your project to add, edit, or rename stages.
Q. I don't use projects, can I still use candidate stages?
At this time, candidate stages are limited to projects.