Applicant selection

When you have decided on the status of an applicant, i.e., successful or declined, they will move into the Applicant Selection stage.  This is a holding area which displays all applicants and their status.  

Successful applicants

When an applicant has been set to a status of ‘Successful Application’, they will move into the applicant selection stage with a status of Successful. These applicants will display under the Successful tab heading:

From here, you can then move them onto the Onboarding stage by clicking on the Process Now button.

 

The Application Progression wizard will open, and you can then choose which stage the applicant should move to.  

By selecting Next Stage, the applicant will progress onto the Onboarding stage.

 

You can choose a pre-built Email Template or create a custom email from here:

 

When your emails have been setup, open the Progress Completion tab. Click Save to complete the process and send communication to applicants.

Alternatively, you can choose another stage for the applicant to move to.  For example, if an applicant has rejected your offer you may want to change their status to Declined.  To do this, you would progress them to the Declined Application status.