Transferring Applicants Between Phases

 

This article explains how applicants can be automatically assigned to the initial phase of the application process when their applications are received. We recommend to transfer applicants continually to their respective recruiting phases to ensure that you have an up-to-date overview of all of the applications at all times.

Overview_phases.png

 

Individual Assignment

To assign the applicant to a specific phase, navigate to the applicant profile you wish to edit and click on the current phase, for example New, in the top right of the window. Now select the required phase from the drop-down menu.

transferring-applicants-individual-assignment_en-us.png

You can quickly see in which phase the applicant is in thanks to the phase button in the applicant profile. The three system phases Accepted, Rejected and Unassigned have a specific colour: Accepted has a green button, Rejected a red button and Unassigned is shown in grey. 

 

Bulk Editing

Navigate to Recruiting > Applications and select all applicants to be transferred to a specific phase by ticking their checkboxes. Click on Action > Change status. Choose the phase which all selected applicants are to be assigned to.

Click on the Application history tab to have Personio display a history of the application process with all recently performed actions and applicants’ current statuses. Use the Overview tab in the various applicant profiles to access information on individual applicants’ entire application processes through to the current date.

 

Rejection

Regardless of the recruiting phases you created, you can always terminate the application process for individual applicants. To change an applicant’s status to Rejected, navigate to the relevant applicant profile. Choose Reject and mark whether you are rejecting the applicant or the applicant has declined. Enter the reason for the rejection. If required, send a rejection email to the applicant, or schedule an automatic rejection email for a later time. Activate data anonymization if you wish to have personal applicant data anonymized immediately rather than at the end of the retention period. The retention period in days can be defined in Settings > Recruiting > General > Anonymization after.

Rejection_wizard.png 

Use the applicant overview in Recruiting > Applications to reject several applicants in a single step.

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