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How to Move a Candidate to Screening Stage

Summary

 Users with the necessary permissions can move candidates to the screening stage in the hiring pipeline. They can either drag and drop a candidate into the screening stage or use the "Move" option. Once in the screening stage, users can either move the candidate without scheduling a screening or schedule a screening session. If the candidate is moved without scheduling, no communication will be sent to the candidate.

 

In this article

  • Before you begin
  • Step 1: Access the Candidate in the Hiring Pipeline
  • Step 2: Move the Candidate to the Screening Stage
  • Step 3: Choose to Move or Schedule the Screening
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You must have the necessary permissions to access the "Hire" section and manage jobs.
  • Ensure you have screening permissions to either move or schedule candidates for screening. If you do not have these permissions, contact your system administrator.

Step 1.Access the Candidate in the Hiring Pipeline

  1. Log in to your system.
  2. Navigate to the "Hiring Pipeline" of the job posting.
  3. Locate the candidate you wish to move to the screening stage.

Step 2. Move the Candidate to the Screening Stage

  1. Drag and drop the candidate's card into the "Screening" stage.
  2. Alternatively, click on the candidate’s card and select the "Move" option from the menu.

Step 3.Choose to Move or Schedule the Screening

  1. When you move the candidate to the screening stage, you will see two options:
    • Move: The candidate will be moved to the screening stage without scheduling a screening. No communication will be sent to the candidate, and their status will be marked as Moved.
    • Schedule: Select this option to schedule a screening session for the candidate. This will trigger communication to the candidate about the scheduled screening.

 

Frequently Asked Questions (FAQ)

1. Who can move a candidate to the screening stage?

Only users with the necessary permissions for managing jobs and scheduling screenings can move candidates to the screening stage. If you do not have these permissions, contact your system administrator.
 

2 . How do I move a candidate to the screening stage?

You can move a candidate to the screening stage by dragging and dropping their card into the "Screening" stage or by clicking on the candidate’s card and selecting the "Move" option.

3.What happens when I select 'Move' for a candidate?

When you click "Move", the candidate will be moved to the screening stage without scheduling a screening. No communication will be sent to the candidate, and their status will show as Moved.
 
 

4. Can I schedule the screening when I move the candidate?

Yes, you can choose to schedule the screening instead of just moving the candidate. This will trigger communication with the candidate about the next steps.

5.Will the candidate know they’ve been moved to the screening stage?

If you use the Move option without scheduling, no communication will be sent to the candidate, and they will not be notified. If you choose to schedule the screening, the candidate will be informed about it.

    6.Can I undo the 'Move' action?

    The ability to undo a move action depends on your system’s functionality and settings. It's best to check with your system administrator or HR team for more details.

    7. What is the difference between 'Move' and 'Schedule'?

    The Move option moves the candidate to the screening stage without any communication or scheduling. Schedule involves setting a date and time for the candidate's screening and sends a notification to the candidate.