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. 

                      Move_applicant_1.png

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.

Move_applicant_2.png

Select Move to Next Stage to move to the applicants to the next stage in the workflow.


                      Move_applicant_3.png

OR select Move to, and then choose the stage you would like to move the applicants to.
                    Move_applicant_4.png

 

After you select Move to and choose the stage(s) you would like to move the applicant to, click Submit.

          Move_applicant_5.png

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.

move to new opening.png

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.

move to new opening 2.png

Click Submit to move the applicant to the new opening.

submit move applicant new opening.png

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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