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Moving a candidate to the in progress stage

Move between Stages allows users to move the candidate record between "In Progress" and "Onboarded" stage or vice versa without having to reject someone.

Anuja avatar
Written by Anuja
Updated over 2 months ago

How to Access / Permissions

To use the Move Between the Stages feature, the recruiter must have the correct permission enabled.

  1. Go to Settings, then click on Users.

  2. Select the recruiter from the user list.

  3. Find the permission called Move Between the Stages.

  4. Toggle this permission to Yes.

  5. Click on the Save button to apply the changes.

Once this permission is enabled, the recruiter will see the Move to In Progress button on the candidate's form.


Pushing a submitted onboarded application back to your applicant

Sometimes you may need to push a candidate's submitted onboarding form back to the candidate for them to fix or complete some missing information.

  1. Against each form in the "Onboarded" stage you will see the "Move to In-progress" button. Click on it to send the form back to the candidate.

  2. A message window will appear.

  3. Type a clear message for the candidate. Example: "Hi Mr. Candidate, please upload a clearer copy of your driver's license."

  4. Click Yes to confirm.


  5. The candidate will receive an email with a unique link to access and edit the form.

  6. Once the candidate completes and re-submits the form, it will return to you for review and completion.

Here is a video with an example of how to send someone's submitted onboarded application back to the candidate:

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