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


    Account Settings - Table Editor.gif

  3. Click on New Nominate Stages tile
  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
  9. Click on the Close button

New Nominate Stages - Add New - Save.gif

*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

 

 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
Share