Move to the Next Stage

Individual Applicant Process:

If the applicant hasn’t been processed, the Processed column will display No and the Process Now button will be available at the right-hand side, when pressed.

Multiple Applicant Process:

Multiple applicants can be processed at once by ticking the relevant box on the left-hand side of the table. Alternatively, all non-processed applicants can be processed at once by clicking Select All.

The Actions button will then become available on the right-hand side of the screen, allowing the Applicant Progression button to be selected.

 Progression Type can be selected, and a drop-down menu will appear for the relevant option to be selected.

When a progression type is selected, the next tab, Progress Communication will allow you to send out an email to the applicant should you wish.

 If the Inform Applicant tick-box is selected, the box will expand and will look like the below image.

The Email Template drop-down will allow you to choose a relevant email template to be sent, for example ‘Successful Progress’ or ‘Unsuccessful Progress’. The subject of the email can be added here, and then the main body of the email can be viewed or edited.

There will also be a section below the email body called Variables, which allow mail merge fields to be included in the template.

At the Progress Completion tab, the save button will process the applicant to the relevant stage, and if any email was attached this will send.

This will update the applicant as seen below: