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How to Move a Candidate to the Contract Stage

Summary

Users with the necessary permissions can move candidates to the Contract stage in the hiring pipeline. They can either drag and drop a candidate into the Contract stage or use the "Move" option. Once in the Contract stage, users can either move the candidate without sending a contract or send the contract. If the candidate is moved without sending the contract, 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 Contract Stage
  • Step 3: Choose to Move or Send the Contract
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You must have the necessary permissions to access the "Hire" section and manage contracts.
  • Ensure you have contract sending permissions to either move or send contracts to candidates. 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.
  3. Locate the candidate you wish to move to the Contract stage.

Step 2. Move the Candidate to the Contract Stage

  1. Drag and drop the candidate's card into the "Contract" stage.
  2. Alternatively, click on the action button with candidate’s card and select the "Send Contract" option from the menu.

Step 3. Choose to Move or Send the Contract

  • Once the profile editor is open, you will see the candidate's First Name and Last Name fields.
  • To edit the name: Simply click in the respective First Name or Last Name fields and update the information as needed.
  • After making the changes, click Save to ensure the updated name is saved.

Frequently Asked Questions (FAQ)

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

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

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

You can move a candidate to the Contract stage by dragging and dropping their card into the "Contract" stage or by clicking on the action button shown on candidate’s card and selecting the "Send Contract" option.

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

When you click "Move," the candidate will be moved to the Contract stage without sending a contract. No communication will be sent to the candidate, and their status will be marked as "Moved."
 

4. Can I send the contract after moving the candidate?

Yes, you can send the contract later by selecting the "Send" option. This will notify the candidate via email with the contract details.
 
 

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

If you use the "Move" option without sending the contract, no communication will be sent to the candidate, and they will not be notified. If you choose to send the contract, the candidate will receive an email with the contract details.
 
 

6. What is the difference between 'Move' and 'Send'?

The "Move" option moves the candidate to the Contract stage without sending a contract or notification. The "Send" option involves sending a contract to the candidate and notifying them via email.