The "Steps" tab allows you to configure the steps to help process an applicant and move applicants through the applicant review process. Some of these can be a "prescreening", "Initial Review", or "In Person Interview". You can add as many steps as your organization requires.
Expand for Navigation Steps to Steps
- Expand Settings and click Applicant Tracking from the menu.
- Click Advanced Settings from the top menu bar.
- Click the Steps tab.
The "Steps" tab provides the following columns:
- Edit
- Step
- Step Order
- Visible to Applicant
The Actions dropdown menu allows you to:
Adding a Step
- Enter the name for the step, the step order, and if it should be visible to the applicant.
- Click Save. It will be added to the list of steps.
Editing a Step
- Click the pencil icon
to the left of a step.
- The step info will populate the step fields at the top. Adjust as needed.
- Click Save when finished.
Deleting a Step
- Select the step(s) to delete with the checkbox to the right.
- Go to the Actions dropdown menu and click Delete Selected Records.
- Confirm the deletion.