This feature lets you set candidate status, tags, and folders for candidates created via various sources like Form, Application Form, EOH, Xeople Smart-email, etc., all at once for each source, enhancing customisation according to your preferences.
To navigate to this feature, proceed by following the steps outlined below:
- On the main navigation header, click on the Settings drop-down and select System Setting.
- Click on the Candidate Source and select Edit from the three-dot button.
Information: The search bar displays results for data in any column, prioritising relevant ones at the top. Clicking the eye icon redirects to the system audit log page, while the refresh icon updates data.
Information: The Last Updated On column shows data based on recent activity.
System Settings - Candidate Source
- Click on the Status drop-down to select a status.
Note: The status field is mandatory and single-select, appearing as a drop-down menu with active statuses from the candidate status master. The system displays the status in the colour configured in the master.
Information: The status of all candidates sourced from the application form will be updated according to the selected status.
Information: Default status is tenant specific and cannot be configured at once across all tenants.
- Similarly, select a tag and folder from the drop-down and click Save.
Information: Tagging and adding candidates to folders are now optional multi-select fields, with excess tags/folders shown as +3 more upon hovering.
Information: The status, tags, and folders associated with the source will now appear in the candidate’s profile.
Edit - Status, Tag and Folder
Information: In the Candidate Status Master, the delete option for active status is disabled. Although the name remains editable, you cannot delete the active status.