Updating Steps and Statuses for Submissions on Different Requisitions
Recruiting Center users can select multiple submissions on different requisitions and update the corresponding step or status.
Recruiting Center users can select several candidate submissions submitted on different requisitions and move them to the next step, bypass the current step, or change the step's status provided all the submissions are at the same step and all the requisitions use the same Candidate Selection Workflow (CSW).
Whichever action users want to perform (move candidate submissions to the next step, change a step's status, or bypass the current step) on multiple submissions, the users require the corresponding user type permission. If users do not have a particular permission, the corresponding action is unavailable for selection.
If users select multiple submissions and some of them do not correspond to the user type permission that governs the action the users want to perform, a message at the end of the updating process indicates which submissions were not updated. Take the case of a user who had a user type that had the Bypass steps: Only if this user is an owner of the requisitions permission. Suppose the user selected multiple candidate submissions on different requisitions and all the submissions were at the 1st Interview step. The user then performed the bypass action to advance the submissions directly to the 3rd Interview step. If the selection included submissions from candidates for whom the user was a collaborator rather than the owner, the system would generate a message listing the submissions that were not updated. The submissions of candidates "owned" by the user would be updated to the 3rd Interview step.
If users change the current step of multiple submissions to Hire and some of the requisitions are then filled, a message is displayed for each filled requisition.
If there are active offers associated with a filled requisition, the following message is displayed: Once this operation is completed, all openings available for the requisition {Requisition ID} will have been filled. The system will then unpost the requisition. However, you must first rescind all other offers extended to be able to close the requisition.
If there are no active offers associated with a filled requisition, the following message is displayed: Once this operation is completed, all openings available for the requisition {Requisition ID} will have been filled. If the system is not able to unpost the requisition and change its status to "Filled", the requisition will have to be filled manually and the system will assign a task to {0}. Do you want to hire the selected candidates? If the user answers "No", the action is canceled; none of the submissions selected initially are updated to the Hire step.
While a user is updating the step or status of a selection of submissions on different submissions, the "Send correspondence" check box is available for selection if the individual has a user type that has the following permission and value: Send correspondence (while changing the status of a candidate in a workflow) - Without restriction. If the value is instead Only if this user is an owner of the requisitions or a collaborator, the check box is displayed only if the individual is the owner of or a collaborator for all of the submissions selected.
While a user is updating the step or status of a selection of submissions on different submissions, the workflow Event Date calendar is available for selection provided that all the submissions selected satisfy the Set candidate selection workflow event dates permission for the user type assigned to the user. For example, if the setting value is Only if this user is an owner of the requisitions or a collaborator, the user must be the owner of or a collaborator for all of the submissions or Event Date calendar will not be displayed.
Configuration
The following permissions are listed because they have an effect not only when a user wants to update a step or status for a single submission but also when multiple submissions are selected for updating as a batch.
| User Type Permission | Location |
|---|---|
| Change submission status | Configuration > [SmartOrg] Administration > [Users] User Types > [Functional Domains] Recruiting > [Candidates] Edit |
| Move submissions to next step | Configuration > [SmartOrg] Administration > [Users] User Types > [Functional Domains] Recruiting > [Candidates] Edit |
| Bypass steps | Configuration > [SmartOrg] Administration > [Users] User Types > [Functional Domains] Recruiting > [Candidates] Edit |
| Send correspondence (while changing the status of a candidate in a workflow) | Configuration > [SmartOrg] Administration > [Users] User Types > [Functional Domains] Recruiting > [Candidates] Edit |
| Set candidate selection workflow event dates | Configuration > [SmartOrg] Administration > [Users] User Types > [Functional Domains] Recruiting > [Candidates] Edit |