Set up New Nominate Stages (Table Editor)

Use Nominate Stages to update and track client-facing interview stages. This allows easy candidate progress monitoring and status updates. Ensure you correctly assign stage names and types to trigger specific system actions. For example, Interview stages provide interview kits, while Decline stages allow note-taking for candidate rejection and potential email communication. This setup is crucial for both the user interface and reporting.

Add new Nominate Stages

When nominating a Talent, the new stage will be listed in the Nominate Stage field.

  1. Click on Account & Settings.
  2. Click on Table Editor.Bold - myDashboard - Account & Settings Menu & Table Editor Highlighted.png
  3. Use the search bar in the upper left to locate the New Nominate Stages option.
  4. Add a name to the New Item field.
  5. Select the type of Stage from the Item Type field.
  6. Add a value to the Stage Order field (optional).
  7. Checkbox selection for Mgr View* (optional).
  8. Click on the Add button. Bold - Table Editor - Jobs - Nominate Stages - Item Type Selected & All Highlighted.png
  9. A pop-up will appear in the upper right letting you know the new nomination stage has been added successfully, and it will appear in the list below.
  10. Bold - Table Editor - Jobs - Nominate Stages - Nominate Stage Added & Success Pop-Up Highlighted.png

*The Mgr View checkbox determines whether the contact/hiring manager can select a specific stage on the job talent screen within the Contact Portal view. If a stage is marked as "No" for Mgr View in the table editor, it won't appear as an option for contact/hiring managers when they try to set a stage from the Contact Portal.

Example of new Nominate Stages

When nominating a Talent, the new stage will be listed in the Nominate Stage field.

  1. Go to a Job's record
  2. Click on the View Talent Screen button
  3. Go to a Talent that has already been nominated
  4. Choose an option where the Stage field 
    1. Fill out any additional information
  5. Click on the Submit button

Job - Talent - Nominate Stage - Update.gif

 

 

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