How to Configure Application Stages and Sub Stages?
Overview
Application Stages and Sub-Stages Configuration helps streamline applicant tracking by defining structured progress stages.
Stage Customization: Set specific stages and sub-stages for better process management.
Effort Prioritization: Focus on critical application steps to improve efficiency.
Workflow Optimization: Maintain a structured and organized application tracking system.
This ensures a seamless applicant tracking experience while enhancing workflow efficiency.
Plan & Permissions
Ensure that you have the required permissions to configure application stages:
Account-Level Permission: Access to "Application Stages" must be enabled.
User-Level Permission: Users must have the necessary access to modify and configure stages.
How to Configure Application Stages?
Navigating to Application Stage Configuration
Go to Settings from the side menu.
Select Post Application Settings.
Click on Application Stages.
Creating a New Application Stage Configuration
Click on the Create Application Stages button at the bottom of the page.
On Clicking on this button the required fields open up which can be customized according to the requirements and the values can be configured.
Enter a Template Name to easily identify the stage configuration.
Select the Forms to apply the configuration across multiple forms.
Click Save to create the application stage.
Adding Application Stages
Click Add New Stage at the bottom of the configuration page.
Enter the name of the stage. If an existing stage is available, select it from the dropdown; otherwise, create a new stage.
Click Save to finalize the stage.
Adding Application Sub-Stages
Click Add New Sub-Stage under the respective Application Stage.
Enter the Sub-Stage name. If an existing sub-stage is available, select it; otherwise, create a new one.
Click Save to apply the changes.
Editing Application Stages and Sub-Stages
Click the Edit button next to the stage or sub-stage name.
Modify the name as needed.
Click the Tick (✔) button to save changes.
Changes will be updated for all applicants assigned to that stage.
Making Follow-Up Mandatory
To make follow-up mandatory when a stage is changed, select Yes from the dropdown beside the stage name.
Making Sub-Stage Mandatory on Stage Change
Enable Sub-Stage Required by selecting Yes from the dropdown under the sub-stage column.
Disabling Application Stages and Sub-Stages
Toggle the Enable/Disable button next to the stage or sub-stage.
When you feel that an Application stage is no longer useful you can disable it by clicking on the toggle available next to the Application stage.
Disabled stages will be removed from assignment options but will still be available in filters.
Reordering Application Stages
The Drag and Drop is enabled by holding the Hamburger Menu available before Each Application stage Block.
The order set here will reflect throughout the system.
Configuring Conditions on Application Stages
You can restrict actions based on application stages:
Stage Cannot Be Changed: Prevents selected users from modifying the stage.
Stage Can Only Be Changed By: Allows only specified users to update the stage.
Stage Cannot Be Marked Down: Prevents moving an applicant to a lower stage.
Follow-Up Cannot Be Changed: Restricts follow-up modifications.
Remarks Cannot Be Added: Prevents adding new remarks.
Communication Cannot Be Sent: Blocks communication to applicants at a specific stage.
Remark is Mandatory: Requires a remark when marking a stage.
To configure multiple conditions, click Add More Conditions at the bottom of the conditions page.
Points to Keep in Mind
Application stages are customizable and reusable across multiple forms.
Disabled stages remain in filters but cannot be assigned.
Configurations ensure consistency in tracking applicant progress.
Conclusion
Application Stages and Sub-Stages Configuration enables structured applicant workflow management, ensuring seamless tracking and better control over the application process.
Organized Workflow: Defines clear stages for efficient applicant tracking.
Better Process Control: Helps monitor progress and manage applications effectively.
Improved Efficiency: Streamlines the application journey, reducing manual effort.
This feature ensures a well-structured and controlled applicant management system.
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