You can move an applicant to another stage or opening in the workflow either individually or in bulk.
What's Covered
Moving Applicants to a new stage
To move a single Applicant, navigate to their Applicant Profile and click Move To Stage and select the stage you want to move the applicant to.
To perform bulk actions and move multiple applicants at one time, navigate to the Applicant Table and select the checkbox next to the applicants you wish to move.
Select Move to Next Stage to move to the applicants to the next stage in the workflow.
OR select Move to, and then choose the stage you would like to move the applicants to.
After you select Move to and choose the stage(s) you would like to move the applicant to, click Submit.
Moving Applicants to a new Opening
In addition to moving applicants from one stage to another, applicants can also be moved from opening to another.
To move a single applicant to a new opening, click More actions next to the applicant and select Move to.
Select a new Job (Opening) to move the applicant to, and if desired, choose a stage within that opening. It's recommended that you move the applicant to the first stage in the new opening.
Click Submit to move the applicant to the new opening.
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. |
|
1-9 Form |
Allowed |
Applicant will experience the stage again, and employee fields will be blank allowing them to refill in the information. |
|
MultiStage |
Allowed |
Applicant will experience the stage again, but will not be able to revisit any already completed items within the stage. |
|
Scheduler |
Allowed |
Applicant will experience the stage again, and will be moved based on stage settings. |
|
Tech Check |
Allowed |
Applicant will experience the stage again, and the stage will be marked as Incomplete |
|
W4 Federal Form |
Allowed |
Applicant will experience the stage again, and employee fields will be blank allowing them to refill in the information. |
|
W4 State Form |
Allowed |
Applicant will experience the stage again, and employee fields will be blank allowing them to refill in the information. |
|
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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