Stage Types Overview

Setting up your workflow process in Fountain is easy! All you need to do is divide up your screening process into stages in which different types of actions take place.

There are eight different types of stages you can add to put together your workflow:

Stage Type Functionality
Data Collection

Applicants can upload documents and/or respond to questions (multiple choice, dropdown, checkbox, date picker questions, open text box)

Custom

A versatile blank page with optional "click to advance" link that will proceed applicant to the next stage.

Use Cases: Welcome or information stage with click to advance link, a holding stage for manual reviews where applicants can't move forward until a team member manually moves them 

Learning

Integration with Lessonly or Northpass

Online lessons and quizzes.

Use Cases: In-depth orientation about job or tutorial for your app

Personality Assessment 

Integration with Traitify

Applicant completes a 2-minute image-based behavior assessment, and a fit score is generated based on a pre-set benchmark of traits that will be successful for the positions you're hiring for.

Use Cases: Quickly identify personality fit to minimize attrition in the future.

Video Recording

Usage fee applies

Applicants respond to your set of questions in the amount of time you set in a video. 

Use Cases: Serves as phone screen or interview.

Document Signing

Usage fee applies

Applicants can sign and fill out designated areas of the document. You can also pre-fill out parts of the form with merge fields from the applicant profile or opening.

Use Cases: Agreement/contracts, W9 tax forms, release forms

Background Check

Integration with Checkr or Accurate.

The applicant will be asked to fill out a consent form for a background check.

Use Cases: Collect the consent now and run checks later or immediately. Run the Vehicle Driving Record (MVR) and Criminal Background Check together or separately.

Scheduler

The applicant will be asked to choose a time slot based on the availability you have added to the session calendar. 

Use Cases: Scheduling for orientation, pick-up gear, phone screen or in-person interview.

 

Even though each stage type has its own settings, there are a few common things that all stages have: 

  • Automated stage message send out
  • Automated follow-up message send out by cadence 
  • Auto move rule based on idle time
  • Hide Stage from Applicant Portal

 

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