Candidate profile actions

Recruiters and recruiter administrators can perform actions from the candidate job application. Some of these actions may not be available, depending on status of job application, security or other setup

While viewing a candidate in the Requisitions Dashboard, click the ellipses and select a workflow action.

Table 1. System-delivered workflow actions
Action Description
Enter New Candidate Create a new candidate profile.
Attach Candidate Attach the candidate to another requisition.
Do Not Hire Flag the candidate as a candidate not to be hired.
Move To Step

Move candidate to a specific workflow step.

When these conditions are met, the candidate card can be dragged and dropped into or out of a workflow step:
  • UX 4.0 controls are implemented
  • Configurable hiring workflow is implemented
  • The Move To Step action is valid for the candidate and the workflow
This is an alternative to selecting the Move To Step action from the menu list.
Advance Candidate Advance a candidate to another workflow step.
Hold Candidate Move a candidate to a workflow step that you have configured for candidates whom you do not want to advance to the next step in the workflow.
Discontinue Candidate Move a candidate whom you disqualify to a disposition type workflow step.
Send Email Send an email to a candidate.
Create Document Create a document for a candidate.
Create Note Create a note for a candidate.
Add Attachment Add an attachment to the workflow step.
Create Program Assign a transition program to the candidate.
(Un)Mark/Send Resume Mark, unmark, or send a candidate's resume.
Internal Model Percent Fit Calculate the candidate's match to the position
Assign Screening Assign one or more screening packages to a candidate
Schedule Interview Schedule an interview with a candidate
Change Offer Status Change the candidate's offer
Define Offer Define an offer for a candidate
Create Offer Letter Create and send an offer letter to the candidate
Undo Hire Remove a candidate's status as hired and place the candidate back into the workflow. Used when the candidate has withdrawn candidacy or has not started work.
Advance Candidate When quick actions are enabled, moves the candidate to a Hiring Manager Review step.
Discontinue with Candidate When quick actions are enabled, moves the candidate to a Disposition type step.
Hold Candidate When quick actions are enabled, moves the candidate to a Further Review step.