How do I set up the Quick Move in a candidate selection process for Redwood job applications?

You can configure the states of a candidate selection process with a quick move destination, to define the expected move destination from this state. Recruiting users can then use the Move Forward action to quickly move a job application without having to select the destination phase or state.

For each candidate selection process, you can configure a quick move to be used on job applications. Note that if no quick move destination is configured on a state, it's considered as a quick move to the next active state, without asking for comments. The next active state is the next active state in the sequence of states configured in the phase. This excludes the Rejected by Employer and Withdrawn by Candidates states. If the job application is already on the last active state of a phase, the first active state of the following phase is considered the next active state.

When you're defining the destination of the quick move, only valid phases and states are available for selection. This means:

• Any non-terminal state of the current phase.
• Any non-terminal state of an upcoming phase.
  • You can select a state of an upcoming phase, even if it means bypassing a mandatory phase. With such a configuration, recruiting users who can't bypass required phases won't be able to use the Quick Move action.
• The first state of the Offer phase (Offer - To be Created)

The quick move feature isn’t available for these states:

• Terminal states of all phases:
  • Withdrawn by Candidate
  • Rejected by Employer
• Some states of the Offer phase:
  • Offer - To be Created
  • Offer - Draft
  • Offer - Pending Approval
  • Offer - Approval Rejected
  • Offer - Approved
  • Offer - Extended
• All states of the HR phase

You can change the quick move configuration of a candidate selection process regardless of the state of the candidate selection process (Draft, Active, Inactive).

1. In the Setup and Maintenance work area, go to:
   • Offering: Recruiting and Candidate Experience
   • Functional Area: Candidate Job Applications
   • Task: Candidate Selection Process Configuration
2. On the Candidate Selection Process Configuration page, create a process or select an existing one.
3. Click a phase.
4. In the States for Phase section, click the Quick Move menu, then select Define Destination.
5. On the Quick Move page, select the phase and state where the candidate will be moved.
   If you define a destination but you leave the phase and state empty: The destination is considered to be the next active state. Comments will be requested or not from the recruiting user depending on the comments configuration. This can be used in a situation where you want to move job applications to the next active state, but request comments from the user.
6. You can indicate if comments must be requested.
   If you select Ask for Comments, the recruiting user performing a quick move can provide comments before moving the job application. If you select Don't Ask for Comments, the recruiting user performing a quick move will see the job application being moved immediately, without more information being requested.
7. Click Save and Close.

What to do next

You can define if the Quick Move action is used in the candidate selection process and available to recruiting users.

1. Open an existing candidate selection process.
2. Click Edit Process Properties.
3. On the Process Properties page, scroll to the Configuration section.
4. Set the Quick Move action to Show Action or Don't Show Action.
5. Click Save and Close.

Note: When you configure an active candidate selection process, to add a quick move destination on a state where none was previously set, the quick move destination defined for a state isn`t known by job applications that are already in the phase where this change was made. As a result, when a recruiting user clicks the Move Forward button on these job applications, the job applications will move to the next state in the sequence of states configured in the phase (as if no destination was configured on the state).

If a candidate selection process doesn't have a quick move destination for a state and you add one later, existing job applications that are already in this phase won't be impacted. The job applications will move to the next state.

If a candidate selection process has a quick move destination defined for a state and you change the destination, existing job applications will use the new destination when the recruiting user clicks the Move Forward button.

Note that this is only for existing job applications that are already in the phase where the configuration is changed. Job applications which are created after the configuration change and job applications which are later moved to the phase will use the new destination.