Add Actions to Candidate Status Mappings

You can assign actions (such as sending an assessment or creating a background screening order) to statuses when you create candidate status mappings.

When an action is assigned to a status in a mapping, the corresponding controls in Recruiting (such as the Send Assessment button) aren't enabled until the candidate is in or has already passed through the associated status, and all of the required actions for the previous statuses have been completed in the defined sequence (if any).

Actions that aren't assigned to any status in a mapping are always available and can be taken for a candidate at any time.

Available Actions

The actions that are available depend on how you've configured the Recruiting feature for your organization. For example, the Send Assessment action is only available if you've configured an integration with an assessment service provider.

One or all of the following actions might be displayed:

• Hire
• New Background Screening
• New I-9 Screening
• New Right to Work Order
• Schedule Interview
• Send Assessment

The Offer action isn’t displayed in the action list because it is only available for the Offered status. When you add the Offered status to a mapping, the Offer action is assigned automatically as a required action. It cannot be moved or deleted from the action list and is only considered to be completed once the candidate has accepted the offer.

Automatic Progression

You can enable automatic progression for a status, where the system moves candidates to a status automatically after all required actions from the previous status are completed. This automation helps move candidates faster through the screening and hiring process because recruiters don’t need to update candidate statuses manually.

When you configure automatic progression, you must add required actions for the various statuses (as described in the steps below) and ensure that these actions have logic and flow. For example, if you have two or more consecutive statuses with automatic progression enabled but with no required actions, then the candidate is moved through these statuses automatically. The system only stops automatic progression in this case when there is a status that has a required action that isn’t completed yet, or a status with automatic progression not enabled.

Automatic Triggering

You can set automatic triggering of actions so that the system launches follow-up actions on candidates based on the pass/fail state of actions. This automation helps you ensure recruiting actions are taken immediately, rather than being delayed because they need to be made manually by recruiters each time. When the system initiates an automatic action, it logs the event in the job requisition's Activity tab. See Automatic Trigger Options for Candidate Status Mapping Actions.

Add Actions

To add actions when you create a candidate status mapping:

1. Go to Recruiting Setup > Candidate Status Mapping.
2. Click Add.
3. Complete the fields in the General section and add statuses in the Statuses section. See Create Candidate Status Mappings .
4. In the Statuses section, select the status that you want to work with.
5. (Optional) To enable Dayforce to move candidates to the selected status automatically after all required actions from the previous status are completed:
   1. Select the Progress Candidates to this Status Automatically checkbox.
   2. Add a note that will be used when candidates automatically progress to this status. You can tag people in the note with an at sign (@) and add keywords using a hashtag (#). If you leave this field blank, no note will be added.
   3. Use the Display list to choose who will see the note (everyone, or just the people you tagged in the note).
   4. In the Attach to list, select Job Requisition to attach the note to the current job requisition. Alternatively, select Candidate to attach it to the candidate's record. This way, it also appears in any job requisition that they apply for and in their profile in the Candidate Management tab of Recruiting.
6. Dayforce displays the following lists to which you can add actions as needed:
   • Actions Performed in Sequence: These actions need to be completed in a certain order for candidates in this status.
   • Actions Performed at Any Time: These actions can be completed in any order for candidates in this status.
7. Note: When you select the Offered status, the Offer action is added to the Actions Performed in Sequence list automatically. This action is set as required by default and cannot be modified or removed from the list. You can add other actions to the Actions Performed in Sequence list if needed, but they will only become available once the Offer action is completed (that is, when the offer is accepted). Actions added to the Actions Performed at Any Time list are available even if the offer hasn’t yet been accepted by the candidate.
8. Add actions to one or both action lists as follows:
   1. In the list toolstrip, click Add.
   2. Click the field in the Name column and then select an action in the displayed drop-down list. Each action can be selected only once for a status.
   3. If you want to set the action as required, click the Is Required field and then select the displayed checkbox. This checkbox is cleared by default for all actions. When an action is set as required, it must be completed before the candidate can move to the next status in the progression. If you mark an action in the Actions Performed in Sequence list as required, it must be completed before any of the following actions in the sequence can be completed.
   4. In the Allow Progression At column, select either Start of Action or Completion of Action to choose the stage in the action after which other actions can be performed.
   5. If applicable, select one or more options in the Complete and Passed and Complete and Failed columns that will indicate whether the action is completed and passed, or completed and failed. If you selected Completion of Action in the Allow Progression At column, you must select at least one option in each of these columns. You cannot select the same option in both columns.
   6. Available options vary by the action you select in the Name column. See Passed and Failed Options for Candidate Status Mapping Actions.
   6. (Optional) For the Actions Performed in Sequence list, adjust the order of the actions in the sequence by selecting actions and using the Move Up or Move Down arrows. You can delete actions from either list by selecting the action and then clicking Delete in the list toolstrip.
7. (Optional) To set up automatic triggering for a particular action, select the action and click Configure Automatic Trigger. In the dialog box that appears, you must select the checkbox to enable automatic triggering and then fill out the other options. See Automatic Trigger Options for Candidate Status Mapping Actions.
8. Click Save.