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Stage reference

Every seeded stage in order with its code, owning role and entry requirements, the six terminal stages, and all nineteen checklist codes.

5 min readLast updated September 3, 2026

Twenty-two stages are seeded: sixteen active stages in process order, and six terminal stages reachable from anywhere. Everything here is per-organization data — codes, names, order, owning roles and requirements are all editable, so read this as the shipped default rather than a fixed pipeline.

Requirements listed are entry conditions. Each row lists what must be true to enter that stage, not to leave it. Unless noted, every seeded requirement is blocking. See Stage gates.

Sourcing and screening#

Code	Name	Owner	Entry requirements
`LEAD`	Lead / Inquiry	Marketing Officer	None. The initial stage. Walk-ins, campaign responses and referrals not yet endorsed to a job order.
`SCREENING`	Screening	Recruitment Officer	`FIELD_PRESENT` `applicant.mobile` — contact number on file · `DOCUMENT_TYPE` `RESUME` — résumé uploaded and verified
`QUALIFIED`	Qualified	Recruitment Officer	`CHECKLIST_ITEM` `BIODATA_COMPLETE` · `CHECKLIST_ITEM` `SCREENING_INTERVIEW_DONE`

Selection#

Code	Name	Owner	Entry requirements
`EMPLOYER_INTERVIEW`	Employer Interview	Recruitment Officer	`CHECKLIST_ITEM` `EMPLOYER_INTERVIEW_SCHEDULED` — completed automatically when the application is added to an interview plan. Entering this stage stamps `endorsedAt`.
`SELECTED`	Selected by Employer	Recruitment Officer	`CHECKLIST_ITEM` `EMPLOYER_INTERVIEW_PASSED` — completed automatically when the interviewer finishes with a `PASSED` result.

Medical and offer#

Code	Name	Owner	Entry requirements
`MEDICAL`	Medical Examination	Liaison Officer	`ROLE_SIGNOFF` `RECRUITMENT_OFFICER` · `CHECKLIST_ITEM` `MEDICAL_SCHEDULED`. The handoff point from Recruitment to Liaison; a DOH-accredited clinic.
`JOB_OFFER`	EO Status	Recruitment Officer	`DOCUMENT_TYPE` `OFFER_LETTER`. Stamps `offerAt`.
`OFFER_ACCEPTED`	Contract Status	Recruitment Officer	`DOCUMENT_TYPE` `EMPLOYMENT_CONTRACT` · `CHECKLIST_ITEM` `CONTRACT_SIGNED`. Stamps `offerAcceptedAt`.

Documentation and government processing#

Code	Name	Owner	Entry requirements
`DOCUMENTS`	Document Processing	Document Officer	`CHECKLIST_ITEM` `MEDICAL_RESULT_RECEIVED` · `DOCUMENT_TYPE` `MEDICAL_RESULT` — verified and unexpired
`VISA_PROCESSING`	Visa Processing	Liaison Officer	`DOCUMENT_TYPE` `PASSPORT` · `DOCUMENT_TYPE` `BIRTH_CERT` · `DOCUMENT_TYPE` `NBI` · `ROLE_SIGNOFF` `DOCUMENT_OFFICER`
`OEC_STATUS`	OEC Status	Document Officer	`DOCUMENT_TYPE` `VISA` · `DOCUMENT_TYPE` `VERIFIED_CONTRACT`. Tracks OEC processing after visa release.

Clearance and departure#

Code	Name	Owner	Entry requirements
`FINANCIAL_CLEARANCE`	Payment Status	Accounts	`DOCUMENT_TYPE` `OEC`
`TICKETING`	Ticket Received Date	Liaison Officer	`PAYMENT_CLEARED` `WORKER` — balance settled and signed by Accounts · `DOCUMENT_TYPE` `OEC` · `DOCUMENT_TYPE` `VISA` · `DOCUMENT_TYPE` `AIRLINE_TICKET`
`DEPLOYED`	Deployed	Welfare Officer	`DOCUMENT_TYPE` `AIRLINE_TICKET` · `CHECKLIST_ITEM` `FLIGHT_BOOKED` · `ROLE_SIGNOFF` `WELFARE_OFFICER` · `CHECKLIST_ITEM` `PRE_DEPARTURE_BRIEFING`

Entering Deployed does three extra things. It stamps deployedAt, flips the applicant’s own status to DEPLOYED so lists agree with the board, and creates a Deployment record with status DEPARTED for post-arrival welfare monitoring.

Post-deployment#

Code	Name	Owner	Entry requirements
`POST_ARRIVAL`	Post-Arrival Monitoring	Welfare Officer	`CHECKLIST_ITEM` `ARRIVAL_CONFIRMED`
`CONTRACT_COMPLETED`	Contract Completed	Welfare Officer	`CHECKLIST_ITEM` `ONBOARD_CONFIRMED`

Contract Completed is an active stage, not a terminal one. By default it is the last stage in the sequence rather than a terminal state, so an application that reaches it keeps status IN_PROGRESS. If you mark it terminal in your own configuration it closes as CLOSED_SUCCESS — it is the only stage that closes successfully; every other terminal stage closes as CLOSED_FAILED.

Terminal stages#

Reachable from any stage, never gated, and open to any staff member who can write applications. Entering one sets the application status to CLOSED_FAILED and records the matching TerminalReason.

Code	Name	Owner	Reason recorded
`WITHDRAWN`	Withdrawn	Any staff	`WITHDRAWN`
`REJECTED`	Rejected	Any staff	`REJECTED`
`FAILED_MEDICAL`	Failed Medical	Liaison Officer	`FAILED_MEDICAL`
`VISA_DENIED`	Visa Denied	Liaison Officer	`VISA_DENIED`
`DISQUALIFIED`	Disqualified	Any staff	`DISQUALIFIED`
`CONTRACT_TERMINATED`	Contract Terminated	Welfare Officer	`CONTRACT_TERMINATED`

The remaining TerminalReason values — DOCUMENT_INCOMPLETE and OTHER — are available to set explicitly on a close rather than being inferred from a stage.

Checklist codes#

Nineteen items are seeded. Each has an owning role, which is who is expected to complete it.

Operational checklist items.
Code	Label	Owner	Notes
`BIODATA_COMPLETE`	Applicant bio-data complete	Recruitment Officer
`SCREENING_INTERVIEW_DONE`	Agency screening interview conducted	Recruitment Officer
`EMPLOYER_INTERVIEW_SCHEDULED`	Employer interview scheduled	Recruitment Officer	Completed automatically when the applicant is added to an interview plan.
`EMPLOYER_INTERVIEW_PASSED`	Employer interview completed with a Passed result	Recruitment Officer	Completed automatically when the interviewer finishes with `PASSED`.
`REQUIREMENTS_BRIEFED`	Applicant briefed on requirements and collectible costs	Recruitment Officer	Records that the applicant was told exactly which costs are collectible. This is what protects the agency in a DMW complaint.
`CONTRACT_SIGNED`	Employment contract signed by worker	Recruitment Officer
`MEDICAL_SCHEDULED`	Medical examination scheduled	Liaison Officer
`MEDICAL_RESULT_RECEIVED`	Medical result received and recorded	Liaison Officer
`VISA_FILED`	Visa application filed	Liaison Officer
`CONTRACT_VERIFIED`	Contract verified at MWO/POLO	Document Officer
`OEC_ISSUED`	OEC issued	Document Officer
`PDOS_COMPLETED`	PDOS completed	Welfare Officer	Read by the 7-day pre-departure automation rule.
`FLIGHT_BOOKED`	Flight booked and ticket issued	Liaison Officer
`PRE_DEPARTURE_BRIEFING`	Pre-departure briefing conducted	Welfare Officer
`ARRIVAL_CONFIRMED`	Arrival at jobsite confirmed	Welfare Officer
`ONBOARD_CONFIRMED`	Employer confirmed onboarding	Welfare Officer

Role sign-offs. A `ROLE_SIGNOFF` requirement resolves to `SIGNOFF_` plus the role name.
Code	Label	Owner
`SIGNOFF_RECRUITMENT_OFFICER`	Recruitment Officer sign-off	Recruitment Officer
`SIGNOFF_DOCUMENT_OFFICER`	Document Officer compliance sign-off	Document Officer
`SIGNOFF_WELFARE_OFFICER`	Welfare Officer deployment-readiness sign-off	Welfare Officer

Five seeded items are not referenced by any default requirement. REQUIREMENTS_BRIEFED, VISA_FILED, CONTRACT_VERIFIED, OEC_ISSUED and PDOS_COMPLETED are tracked but do not gate anything in the shipped tree. They are there for you to attach to a stage if your process needs them — REQUIREMENTS_BRIEFED in particular is worth making a blocking requirement somewhere before money is collected.

A note on ordering#

Stages are ordered by sortOrder, seeded in tens from 10 to 160 for active stages and from 900 to 950 for terminal ones. The gaps are intentional: inserting a stage between two existing ones means picking a number in between rather than renumbering the tree. Terminal stages sit far above everything so they always sort last.

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