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Put Candidate On Hold

Summary

This article explains how to move a candidate to the "On Hold" stage in the recruitment pipeline in Plumm. It covers both methods: using the action button and drag-and-drop, as well as the options for adding a reason and sending an email notification. It also explains how candidates can be moved back to any other stage from "On Hold."

In this article

  • Before you begin
  • Step 1: Put Candidate On Hold using the Action Button
  • Step 2: Put Candidate On Hold using Drag-and-Drop
  • Step 3: Moving Candidate Back from "On Hold"
  • 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 any stage except the "Hired" stage to be moved to the "On Hold" stage.

Step 1. Put Candidate On Hold using the Action Button

  1. In the recruitment pipeline, find the candidate you want to move to "On Hold."
  2. Click the three-dot menu next to the candidate’s name.
  3. Select Hold Candidate from the dropdown list.
  4. A dialog will appear asking you to add a reason and any comments.
  5. On the Next page, choose whether you want to send an email notification to the candidate.
  6. Select the timing for the email (immediately, or scheduled for later hours).
  7. Click Generate to draft the email.
  8. Click Save to finalize the process. The candidate will be moved to the "On Hold" stage, and the email (if selected) will be sent or scheduled.

Step 3. Moving Candidate Back from "On Hold"

  1. In the recruitment pipeline, locate the candidate in the "On Hold" stage.
  2. Drag and drop the candidate card back to any other stage, such as "Interview" or "Offers."
  3. Alternatively, you can use the action button (three-dot menu) to select Move to Stage and choose the desired stage.
  4. The candidate will be moved back to the selected stage, and the "On Hold" status will be removed.

Frequently Asked Questions (FAQ)

1. Can I move any candidate to "On Hold"?

Yes, you can move candidates in any stage except "Hired" to the "On Hold" stage.
 

2.Can I schedule the email to be sent later when moving a candidate to "On Hold"?

Yes, you can choose to send the email immediately or schedule it for later hours.

3.Will the candidate be notified when I move them to "On Hold"?

 If you select the option to send an email, the candidate will be notified based on your selected timing.
 
  

4.Can I add a comment when putting a candidate on hold?

Yes, you can add a comment explaining the reason for putting the candidate on hold. This will also appear in the candidate’s activity log.

 

5.Can the reason for putting a candidate on hold be seen by anyone?

Yes, the reason and comments will be stored in the candidate’s activity log and may be accessible to other members of the team, depending on permissions.
 
 

6.Can I move a candidate back from "On Hold" to another stage?

If you do not have the option to manage email templates, you may lack the necessary permissions. Contact your system administrator or HR team for assistance.
 
 

5.How do I select an email template when using the Hire or eSign module?

Yes, you can drag and drop the candidate back to any other stage in the pipeline, except "Hired." Alternatively, you can use the action button to select and move the candidate to another stage.