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Move Candidate Out of Hold Stage

Summary

This article explains how to move a candidate out of the "On Hold" stage and into another stage in the recruitment pipeline in Plumm. It covers the drag-and-drop method for quickly transferring candidates to any desired stage.

In this article

  •  Before you begin
  • Step 1: Move Candidate Out of Hold using Drag-and-Drop
  • Step 2: Viewing and Editing Hold Status
  •  Frequently Asked Questions (FAQ)

Before you begin

You must have the necessary permissions to move candidates through stages in the recruitment pipeline.
The candidate must be in the "On Hold" stage to be moved to another stage.

Step 1. Move Candidate Out of Hold using Drag-and-Drop

  1. In the recruitment pipeline, locate the candidate in the "On Hold" stage.
  2. Drag and drop the candidate card into the desired stage (e.g., "Interview", "Offers", etc.).
  3. Fill out the details needed to move the candidate to new stage and click on Save.
  4. The candidate will be immediately moved out of the "On Hold" stage and into the selected stage.

Step 2. Viewing and Editing Hold Status

  1. If needed, you can click the three-dot menu next to the candidate’s name in the "On Hold" stage.
  2. You will have options to View, Add, Edit, or Reject the candidate’s hold status.
    • View: Review the candidate’s information and the reason they were put on hold.
    • Add: Add additional information or update details about the candidate.
    • Edit: Make changes to the hold status or related comments.
    • Reject: Remove the hold status entirely, if no longer needed (though this does not move the candidate to another stage).

Frequently Asked Questions (FAQ)

1.Can I move any candidate out of the "On Hold" stage?

Yes, you can drag and drop candidates from the "On Hold" stage to any other stage in the recruitment pipeline, except "Hired."
 

2 . Can I move a candidate back to "On Hold" after moving them?

Yes, you can drag the candidate back to the "On Hold" stage at any time, as long as they are not in the "Hired" stage.

3. Can I change or add a reason for placing a candidate on hold after moving them out of the stage?

Yes, you can view or edit the reason and comments related to the hold status via the three-dot menu, even after moving the candidate out of the "On Hold" stage.
 
 
 

4.What if I accidentally move a candidate to the wrong stage?

You can easily drag and drop the candidate to the correct stage from anywhere in the recruitment pipeline.