---
title: How to Add a New Client/Candidate Status
description: In this article you will see a step by step guide on how to add a new client/candidate status.
---
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# How to Add a New Client/Candidate Status
## In this article you will see a step by step guide on how to add a new client/candidate status.
Statuses help you track where a client or candidate is within your workflow. For example, you might have statuses like *New Lead*, *In Progress*, or *Hired*.
Adding custom statuses allows you to tailor the platform to match **your agency’s process**, making it easier for your team to stay organized and manage records efficiently.
**Tip:** If you’re new to setting up workflows, check out our **[Process Flow](https://learn.enginehire.io/en/knowledge/process-flow?hsLang=en)** article to learn more about how statuses fit into your overall system.
The steps below show you how to add a new status. This process works the same way for both **clients** and **candidates**.
---
#### **Step 1: Open a Profile**
Open any **client** or **candidate** profile.
It doesn’t have to be a specific one, this is just to access the status settings.
---
#### **Step 2: Go to the Admin Tab**
Navigate to the **Admin** tab.
You should see a **gear icon** next to the status field.
**
---
#### **Step 3: Open the Status List**
Click the **gear icon** to open the full list of statuses for that record type.
**
---
#### **Step 4: Add a New Status**
Click the **plus (+) icon** to create a new status.
Type a clear, descriptive name for the status (e.g., *Onboarding* or *Awaiting Documents*), then hit Enter or click outside the box to save it.
**
---
#### **Step 5: Reorder the Status**
To keep your workflow organized, you can **drag and drop** statuses to arrange them in the order that makes the most sense for your team.
---
#### **Step 6: Refresh to See Changes**
Close the settings window and **refresh the page**.
You’ll now see the newly added status in the status dropdown on profiles.
### **Troubleshooting: Missing Statuses**
#### **Problem**
A Client or Candidate status appears in your dashboard, search filters, reports, or records, but you cannot find it in your configured Client or Candidate Status list.
#### **Possible Causes**
This can occur if:
- A default status is configured but has not been added to the appropriate Client or Candidate Status list.
- A status is referenced by another feature or configuration but has not been added to the appropriate Client or Candidate Status list.
- A previously used status was renamed or removed, but existing records still reference it.
#### **Resolution**
1. Identify the name of the missing status.
2. Add the status to the appropriate Client or Candidate Status list by following the steps described earlier in this article.
3. Save your changes.
4. Refresh the dashboard or reopen the search filters to verify that the status now appears.
5. If applicable, update any filters, reports, or other settings that use the status.
Adding the missing status makes it available for filtering, reporting, and configuration. It does not change the status of existing records.
---
#### **Why Custom Statuses Matter**
- They **reflect your unique process**, making it easier for your team to understand what stage a client or candidate is in.
- A well-organized list of statuses helps with **reporting and filtering**, so you can quickly find records based on progress.
- Keeping statuses updated ensures **clear communication across your team**.
#### **Watch the Video**
If you prefer, you can watch this quick video tutorial to see the entire process in action before following the step-by-step guide below.
**Tip:** If you’re new to setting up workflows, check out our **[Process Flow](https://learn.enginehire.io/en/knowledge/process-flow?hsLang=en)** article to learn more about how statuses fit into your overall system.
[If this doesn't answer your questions you can always contact us by clicking here](https://share.hsforms.com/1yIx2IRKyQQaVcMJW8kLbJg39wil).
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