Move Applicant to Another Stage

You can move an applicant to another stage in the workflow either individually or in bulk.

What's Covered

Moving Applicants

To move a single Applicant, navigate to their applicant profile and click Actions. Click Move to Stage and select the stage you want to move the applicant to. 

To move multiple Applicants, navigate to the Applicant Table and select the Applicants you wish to move. Select Bulk Actions, select Move to Stage, and then select the stage you want to move the applicants to.

After you select the stage(s) you would like to move the Applicant to, the following window will appear. If you choose to leave the additional actions box checked, the Applicant will receive the email and/or SMS landing message associated with the stage you are moving them to.

automatedemail.jpg

 

Stages that Allow Revisits

Some stages may be completed more than once, as shown in the following table.

Stage Type Revisit Details
Data Collection

Not Allowed

Applicant will see a success message and will not auto-advance, even if Automatically move applicant to next stage after data is collected is enabled.

Custom

Allowed

Applicant will experience the stage again, and will be moved based on stage settings.

Learning

Not Allowed

Applicant may not complete a learning stage more than once. They will respond to rules based on the results from the test already taken.

Personality Assessment 

Not Allowed

Applicant will see a success message and will not auto-advance, even if Automatically move applicant to next stage after data is collected is enabled.

Video Recording

Not Allowed

Applicant will see a success message and will not auto-advance, even if Automatically move applicant to next stage after data is collected is enabled.

Document Signing

Allowed

Applicant will experience the stage again, and will be moved based on stage settings.

Background Check

Not Allowed

If the applicant has already consented to the background check, the consent email will not be sent. Applicant will be moved based on stage settings.

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