Batch Process Page - Change Status Action

The Change Status action allows recruiters to move applicants into a different status in the applicant status workflow. The process for changing the status of applicants on the Batch Process page is similar to the process for changing the status on the Manage Applicants page, but the Change Status pop-up allows recruiters to perform the following additional actions:

  • Change the full group of applicants to the same status
  • Change the status per individual applicant
  • Select the status change date
  • Select the disposition reason for the status change

The following information displays in the Change Status pop-up:

Column Description
Remove

Click the Remove icon to remove the applicant from the group. The removed applicant's status is not changed.

If there is only one applicant in the group, then clicking the Remove icon removes the applicant from the group and automatically closes the pop-up.

Applicant This column displays the applicant's name. Applicants display in alphabetical order.
Current Status This column displays the applicant's current status in the applicant status workflow. As with existing functionality, if the status is a required status, then an asterisk displays to the right of the status.
New Status

This column allows the recruiter to select the new status for the group of applicants or for individual applicants.

Batch Change Applicant Status

The top row of the column displays a batch status change option. Select a status from the drop-down to change all of the applicants to the same status. The statuses display in the drop-down in the order in which they are configured for the applicant status workflow. As with existing functionality, required status rules apply. See Manage Applicants - Change Status.

Note: Once the batch status changes are applied, the status can still be changed for individual applicants by selecting a status from the status change drop-down in the individual applicant row.

Change Individual Applicant Status

To change the status for an individual applicant, select a status from the drop-down in the applicant's row. The statuses display in the drop-down in the order in which they are configured for the applicant status workflow. As with existing functionality, required status rules apply. See Manage Applicants - Change Status.

Move to Requisition Action

For the Move to Requisition action, the Closed status is selected by default in the Change Status to: drop-down. This option cannot be changed, and the recruiter must select a disposition in the Disposition drop-down.

Date

The date selector field allows you to manually adjust the date on which an applicant's status is changed. This field only displays if enabled by the administrator in General Preferences.

Batch Select Date

The date can be changed for all applicants in the pop-up by using the top row date field. Enter a date in the numeric text box or use the calendar to select a date. The date can be the current date or a past date. The date cannot be in the future and also cannot be prior to the most recent status change date.

Select Date for Individual Applicants

The date can be changed for individual applicants by using the date field in the applicant's row. Enter a date in the numeric text box or use the calendar to select a date. The date can be the current date or a past date. The date cannot be in the future and also cannot be prior to the most recent status change date.

Disposition

This column allows the recruiter to select the disposition when changing the status to Closed for the group of applicants or for individual applicants. This is a required field for the Closed status.

Batch Select Disposition

The top row of the column displays a batch select disposition option. Select a disposition from the drop-down to select the same disposition for all of the applicants.

Select Disposition for Individual Applicants

To define a disposition for individual applicants, select the disposition from the drop-down in the individual applicant row.

Mark Required Status(es) as Complete This option enables recruiters to mark all of the required statuses in the applicant status workflow as complete for the applicants. This then allows the recruiter to change the applicants' status without the limitation of not being able to skip a required status.
Submit Click Submit to submit the status changes. This opens the Change Status Details page from which recruiters can view the results of the status changes.
Cancel Click Cancel to cancel the status change actions.

Change Status Details

When actions are submitted for processing on the Batch Process page, a Details page displays after the action is submitted. The Details page allows recruiters to see that the action was successful for each applicant in the group. Applicants display in the Details table in the order in which they applied to the requisition. Applicants display in the Details table in alphabetical order.

The following information displays on the page:

Feature Description
Actions Drop-Down The Actions drop-down enables recruiters to select another action for the group. To select another action, click the drop-down and select the action. This opens the application for configuring the action. Note: For applicants who are changed to a Hired or Closed status, additional actions cannot be processed for the applicants.
Include Successful Actions

This option is unchecked by default. When unchecked, the Details table only displays unsuccessful actions. When checked, both successful and unsuccessful actions display in the Details table. Note: If there are only successful actions in the Details table, then the Include Successful Actions option is selected by default.

Name The Name column displays the applicant's name.
Details

The Details column displays "Successful" to indicate that the action was successful for the applicant. If the status is changed to Hired or Closed, the Details column indicates that the status has been changed to Hired or Closed and that no additional actions can be applied to the applicant.

Note: If an applicant's status is changed to Hired or Closed, the applicant is no longer included in the applicant count for the group.

Note: If all applicants are changed to a status of Hired or Closed, the group tab is no longer accessible once the recruiter returns to the Manage Applicants page.

Back Click Back to return to the Manage Applicants page. Any processing actions made on the Batch Process page are saved.
Close Tab

Click Close Tab to close the group tab that is currently open. Any processing actions made on the tab are saved.

When the tab is closed, the next available tab displays. If there are no tabs left to display, then clicking Close Tab returns the recruiter to the Manage Applicants page.