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Transfer an Applicant to Another Open Position

Updated

The system will provider Users with the ability to transfer an applicant to another open position. Account Administrators or system user with permission to "Manually Add and Transfer Applicants" will be able to transfer applicants. The original Applicant File will remain in its original location, so the applicant can still be processed there if needed.

Transferring an Applicant

  • Select Jobs from the menu and open a job by clicking the Job Title.
  • From the Job's Applicant Queue, elect one or more applicants by using the checkboxes.
  • Click the Take Action button and select Transfer Applicant(s).
  • Use the system prompts to select which active position (Job Status = Posted or Paused) the selected applicants should be transferred to.
    • Applicants cannot be transferred to a Closed position in the Closed Jobs section.
  • To confirm the transfer, click Confirm Transfer.
  • Stream entries will show in both the original and new applicant file stating the applicant was transferred.

Note: When the transfer is completed, the New Applicant notification will be sent to the Hiring Team and a system tag will be added to the transferred applicant.

 

Reviewing a Transferred Applicant

Open the job the applicant was transferred to and their transferred record will be visible in the Applicant Queue for processing. Upon opening the Applicant File a blue bar near the top of the page will notify system users they were transferred.

 

 

      • If there is missing information, it will also function at the action to request it
      • If there is no missing information, you will still see it, but it will just say they were transferred. This blue bar will always show for transfers
    • The transfer operation will copy over the Resume, Cover Letter, Education History, Employment History, and Questions Sets (if the same set was used in both jobs).

 

 

Users in the job the applicant was transferred to will receive new applicant notification

 

When the transfer is complete, the Stage for all transfers will change immediately to "Rejected", and the job's active applicant count will be reduced on the dashboard, job summary, reports, etc.

 

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