In the Candidate Status Mapping feature, you can configure one or more status mappings based on your organization's needs. These mappings determine which candidate statuses are used to track a candidate's progress for a job requisition in Recruiting, and in which order each status must occur.
To create a status mapping:
- Go to Recruiting Setup > Candidate Status Mapping.
- Click Add.
- In the General section, configure each field as follows:
- Name: Enter a unique name for the mapping.
- Description: (Optional) Enter a description for the mapping.
- Reference Code: Enter a unique reference code for the mapping.
- Active: Select the checkbox to indicate that the mapping is active. Only active mappings can be assigned to job requisitions in Recruiting.
- Default: Select the checkbox to use this mapping for all newly created job requisitions by default. When you select the Default checkbox, the Active checkbox is also selected automatically (if it isn’t already). Further, if there's already a mapping set as the default, the Default checkbox for that mapping is cleared when you select a new default.
- Add statuses and the actions that will determine their progression in the Statuses section. The New status is included in this list by default. This is because it's automatically assigned to all candidates when they're added to a job requisition, and as such, is a mandatory step in the progression.
- Click Add.
- In the Status drop-down list, select the candidate status that you want to add. The name of the status in the progression list is updated to reflect your selection. This list includes statuses with the In-Progress status type as well as the system-defined Offered status only.
- (Optional) You can add actions as needed to define the progression of actions that need to be performed to change the status, in either of the following lists:
- Actions Performed in Sequence: Allows you to add actions that need to be completed in a certain order for candidates in the status.
- Actions Performed at Any Time: Allows you to add actions that can be completed in any order for candidates in the status.
- You can also automate actions to progress candidates to the next status or to trigger other actions. See Add Actions to Candidate Status Mappings.
- Continue adding statuses to the list. Each candidate status can be added to the progression list only once. Once selected, it's no longer displayed as an option in the Status drop-down list.
- Click Save.
- You can adjust the order of the statuses in the progression list using the Move Up and Move Down arrows in the section toolstrip. You can also delete one or more statuses using the Delete button in this section.
- Note: The New status cannot be moved or deleted from the list.
- Click Save.