Reviewing the Steps and Statuses Included in a Candidate Selection Workflow

Before you start

Configuration > [Recruiting] Administration > Candidate Selection Workflow

Here's what to do

  1. Click the Steps tab.
  2. Click on a step that is included in the candidate selection workflow.
  3. Review the statuses comprised in the step.
    1. Remove the statuses that are not necessary. Select the checkbox next to a status, then click Remove.
    2. Add new statuses if necessary. Click Add..., select the desired status, then click Add.
    3. Reorder statuses if necessary. Select a position (number) in the list for each status, then click Reorder.
  4. Review the properties of each status.
    1. Indicate if the status is the initial status of the step.
    2. Determine the step progression level, that is Not Started, In Progress, Completed.
    3. Select a status change button that is used as a shortcut to change the status of a candidate directly in a candidate file.
    4. Select the Ask for a qualifier option if you want the user to select a qualifier to motivate the change to this status. This option is available only if the status has qualifiers defined.
    5. Select the Ask for comments option if you want the user to enter a comment when the change is done to this status.
    6. Select the Interview Scheduling Behavior option if you want the system to automatically change the status once an interview is scheduled for the step. This option is used with the Interview Scheduling feature only. You can activate the Interview Scheduling Behavior option for statuses related to the 1st, 2nd and 3rd Interview steps. When a recruiter creates a meeting in Recruiting, if the Interview Scheduling Behavior option is selected in more than one status, the recruiter will have to select the appropriate status in the Action Dialog window. The Interview Scheduling permission must be enabled.
    7. Set notifications so that users receive a message when a status is reached by a candidate. Select a recipient, then select a message template.
    8. Activate the automatic progression of candidates feature if desired and create conditions.
    9. Click Done.
  5. Make the step available by clicking the Available option.
  6. Repeat the above steps for each step comprised in the candidate selection workflow.