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Applicant Status Stage

Applicant Status Stage is not a list of its own. It is the record that pairs a status from Screen Status with a stage from Screen Stage and gives each pair a step number. It differs from the other three screens in that it is the one the Screening screen actually reads.

Where
Recruitment & Onboarding › Setup › Applicant Status Stage
Who uses it
The implementation consultant, once during setup
When
After Screen Stage and Screen Status, before the first screening

What it is for​

Two separate lists of words are not much use on their own. What a client actually wants to say is "CV Review, In Progress is step one, CV Review, Passed is step two, Phone Screen, In Progress is step three". This screen writes those sentences down, one per line.

Both coded fields on Recruitment Applicant Screening, Screening Status and Screening Stage, read their choices from the lines you enter here. That is why the other two screens exist, and why neither of them appears directly on the Screening screen.

The step number is the order the client walks the pairs in. It is there so a pairing can be read as a sequence rather than an unordered pile.

Usually one record holds the whole walk. There is no need for a second unless the client runs two genuinely different screening routines.

Every field, in plain words​

FieldWhat it meansWhat to put in itNotes
TransactionThe reference of this pairing recordASS-001Required. Must be unique. One record normally holds every pairing the client uses.

Applicant Status Stage lines​

FieldWhat it meansWhat to put in itNotes
Screen StatusThe state half of the pairPick it from the list, for example In ProgressComes from Screen Status.
Screen StageThe point half of the pairPick it from the list, for example CV ReviewComes from Screen Stage.
StepsWhere this pair sits in the screening order1Number the lines in the order the client walks them. It does not stop anybody picking a pair out of order, it is there so the sequence can be read.

How to configure it​

  1. Fill Screen Stage and Screen Status first. Neither column here will offer anything until you do.
  2. Open Applicant Status Stage and give the record a reference, for example ASS-001.
  3. Add one line per pair the client uses. For a four stage walk with three states that is not twelve lines, it is the handful that actually occur.
  4. Number the Steps column in the order the client walks the pairs.
  5. Save. The pairs are now offered on the Screening screen.

Scenarios​

"We sift the CV, we phone them, and then the department head sees them"​

Three stages and three states, paired as the client would say them out loud:

StepsScreen StageScreen Status
1CV ReviewIn Progress
2CV ReviewPassed
3Phone ScreenIn Progress
4Phone ScreenPassed
5Department InterviewIn Progress
6Department InterviewPassed

Add a Rejected pairing for each stage as well, so a candidate can be stopped wherever he stops.

"Office hires and factory hires are screened completely differently"​

Two records. The office record pairs CV Review and Phone Screen. The factory record pairs Trade Test and Medical. Lines from both records are offered on the Screening screen, so the HR officer picks the pair that belongs to the role in front of him.

What it is connected to​

If something looks wrong​

  • "The Status and Stage lists on the Screening screen are empty" - no lines exist here. The Screening screen reads this record, not the two list screens.
  • "A stage I added is not offered" - it exists on Screen Stage but has not been put on a line here.
  • "The steps are out of order on screen" - the Steps numbers were entered out of sequence. Renumber them.