What
Progress Candidates within an Info shortlist record. Candidates will only be able to progress to the following stages: Submit, Client Shortlist & Reject.
NOTE: The following actions can also be performed on multiple records at once.
Where
Home > Info > Info record > Info Shortlist
How
Within an Info Record, navigate to the General tab > Info Shortlists section.
Highlight the Info Shortlist you would like to progress. Depending on your screen size, this may show in two different ways: grid view or list view.
Grid View
List View
2. Click the top kebab menu (⁝), then click Progress Candidate.
Progress Statuses
Unlike progression of a Candidate within a Shortlist record, there are fewer statuses to select from: Submit, Client Shortlist, or Reject.
Submit
1. Optionally select a CV from a drop-down list. This will show all CVs in the Candidate’s Document folder.
2. Select Send CVs by Email if a CV was selected above, this will also update the Status Reason of the Info Shortlist record.
3. Save & Close will not send an email, but will update the Status Reason of the Info Shortlist record.
4. Cancel will close the pop-up form and take no further action.
Within the Info record, the Candidate's status will update to Submitted.
Client Shortlisted
Selection of the Client Shortlisted option from the Progress Candidate button will update the Status Reason to Client Shortlisted, and add today’s date to the Client Shortlisted field. No other action will be performed.
Rejected
Selection of the Rejected option from the Progress Candidate button will pop-up a Confirm reject reason(s) form. In this form the user can add a reject comment in the Comment field. This is a free text comment so can allow any text that is desired to be added. Once complete, click Save & Close. To discard this action, click Cancel.
This will update the Status Reason to Rejected.