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Reimporting data in your ATS and Payroll:

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 Reimport button on the candidate's form.


Reimporting a candidate form

Although it would be rare, you may find sometimes a need to reimport a candidate that was previously imported into your ATS solution. One of the reasons that you may need to do this is when your candidate data couldn't be integrated into your ATS solution due to a technical issue with your ATS solution. Here is a video that shows you how to reimport a previously completed onboarded application in your ATS.

  1. Against each form in the "Completed" stage you will see the "Reimport" button. Click on it to send the form back to the Onboarded stage.
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  2. You will be prompted by the system to confirm your action. Click Yes to confirm.

  3. The form is now in the "Onboarded" stage.

  4. Go into the candidate form and complete it again.

  5. Wait for the "Action date stamp" to appear against the form which means your form has been successfully integrated into the ATS or Payroll platform.

Here is a video that shows you how to reimport a previously completed onboarded application in your ATS:

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