TABLE OF CONTENTS
- Change application status using the status change button
- Change application status using shortcuts
- Change application status using the collection basket
- Automatic status change
Application statuses show the status of an application in the recruitment process. Accordingly, you should have a status for each workflow step to which you can set the application or have it automatically transitioned.
Note
- Application statuses must be created beforehand, and their functionality must also be defined.
- Application statuses can only be changed if a corresponding status transition exists.
- Automated status changes help you avoid having to perform the process manually.
Required Permissions for All Variants
- Edit application
Change application status using the status change button
Follow these steps:
- Open the application whose status you want to change. The Application page with the details will be displayed.
- Click on the button Change Status. A dropdown menu will appear.
- Select the status to which the application should transition.
- Fill out the input form.
- Click on Perform Status Change to save the entries. The Application page with the details will be displayed. The icon next to the application's business card now shows the new status.
Change application status using shortcuts
When creating status transitions, you can define which shortcuts should be available for follow-up statuses of the current status. All statuses that you also find in the status change list can be used as shortcuts.
Shortcuts appear as icon buttons next to the Change Status button. Click on a shortcut to directly switch to the corresponding status.
Change application status using the collection basket
On many pages, you will see the collection basket icon. You can drag applications into it to perform mass processing or mass changes.
Follow these steps:
- Drag the applications via drag-and-drop onto the icon. A menu will expand, showing the applications in the collection basket and the button Change Status.
- Click on the x to remove applications from the collection basket.
or
Click on Change Status. A dropdown menu will appear. - Select the desired status. The Change Application Statuspage will be displayed with the following functionalities:
- Correspondence Template
- Questionnaire
- Comment
We recommend not mentioning personal data in comments according to GDPR, as comments sent via email cannot be deleted by the deletion routine of the d.vinci system.
- Click on Perform Status Change. The previous page will be displayed with a notice about the application status change.
Note
If a status change is not possible because it has not been created as a status transition, an error message will appear for the respective application. This application must then be removed from the collection basket, or the status transition must be created accordingly.
Automatic Status Change
Automated status changes automatically change the status of an application from one to another after a specific event in the system. You only need to configure this change, and then no manual action is required:
Create Automated Status Change