πŸ†• Applicant Status Labels with Quick Actions

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Availability

This feature is only available on the Master Applicant View and the New Applicant Table. If you are still using the original Applicant Table, please go to this article on filters

Though the stage can be a good indicator of an applicant's progress, sometimes there are still variations in the applicant's status within a stage. For example, all the applicants in a background check stage may have a background check report running, but not all of them will have the same status. Some would have "Pending" other's would have "clear", or "consider". This is where the status label is useful in identifying those differences. 

Status labels shows applicant's progress with each task (i.e. document signing, background check, learning course, session booking, etc) and if any actions are required from the team at the moment. In addition, you can take action directly from the status label, allowing you to be more efficient and quickly see what actions can be taken based on what the task and status is. 

 

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What's Covered 

 

Types of Status

Each label can only have one status at any given time. All status label will have a status icon to help you quickly identify where in the progress that task is at.

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Incomplete
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In Progress
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Pending Action
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Completed
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Unsuccessful

Applicant have not completed the task. 

mceclip4.pngIncomplete status label examples: when a document has not been filled out by the applicant, or when an applicant landed on a stage but have not done anything yet.
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Depending on the task, sometimes the status may be more explicit to reflect the action at hand (i.e. "Not Consented" for a background check, "Not Scheduled" for a scheduler stage).

 

Take Action Directly from Label

Depending on the task and the status, clicking on the status will give you actionable items to choose from. All Pending Action statuses will have this option.

For example:  if a document has a co-signer, that user will see a status with a clickable action similar to this one: 

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