Job statuses & job health

Job statuses

Every job carries a workspace-defined lifecycle status that drives lists, dashboards and reports. New workspaces start with Draft, Open, On hold, Filled, Cancelled, Lost and Closed. Keep it current — your Jobs page is only as useful as its statuses are true.

Moving a job to a closed status — on the job page, in the Status cell of the Jobs table, or by dropping its card on the Jobs board — asks why (for example Why was it lost?) and saves the answer as the job's Closed reason, which feeds win/loss reporting. The default reasons are Lost to competitor (offered only when a job is lost), Role withdrawn, Budget removed, Duplicate and Other.

Anyone who can edit jobs (by default Owners, Admins and Team leads) configures both in the Job statuses section of Settings → Jobs & pipeline. Statuses are grouped as Draft, Open, On hold and Closed — the group decides how reports count a job. From a status's ⋯ menu you can rename it, add a description, change its Tone (colour), move it to another group, make it the Default for new jobs, archive it or delete it (the default can't be archived or deleted). Edit the Closed reasons list under the Closed group.

Keep jobs and candidates in step

At the end of Settings → Jobs & pipeline, Keep them in step holds two built-in rules. Both are off until a workspace admin turns them on:

• Mark the job Filled when every opening is placed — when a placement means every opening on an open or on-hold job is filled, the job moves to Filled without asking for a closed reason. It needs your workspace's Filled status (renaming it is fine; archiving or deleting it stops the rule).
• When a job closes, reject its active candidates — moving a job to any closed status rejects every candidate still active on it with the reason Role closed. Placed, rejected and withdrawn candidates are left alone, and no email is sent.

Both rules also appear in Settings → Automations, where you can see what they've done.

The job header

The top of each job shows its status, client, core details, opened date, candidate count and placed count. Open Pipeline for stage distribution and movement detail.

Working your job list

• Build a saved view of open jobs sorted by priority for your daily run-through.
• Use a Board view grouped by status for a board-level view of the desk.
• The dashboard surfaces open roles that need attention, each with the reason why. See Understanding the dashboard.

Statuses vs stages — don't mix them

The job status describes the vacancy (open, on hold, closed). Pipeline stages describe each candidate within it. A job stays open while its candidates move; close the job when the role itself is done.