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Go To Application

This guide explains how to manage applicants step by step in the Application Management dashboard.

  • Navigate to Application Management → Go To Applicants.

Login Page In this section, see all your applicant stages, and applicant status.

Manage Applicants in a Stage​

  • Navigate to Go To Applicants -> On the top of the Stage three-dot menu (⋮).

Login Page Login Page In this section, you can manage applicants in bulk and view sent invitation and resend.

  • Each stage (like Applicants, Shortlisted, Offer, Hired) contains applicant cards.
  • You will see actions such as:
  • 🔍 Search: Find a specific applicant when there are many applicants.
  • 🔁 Move All Applicants: Bulk move applicants to the next stage.
  • ✉️ Send Invitation (All Applicants): Send invitations to all applicants in the current stage.
  • 👁️ View Invitations: View all invitations sent to applicants.
  • ❌ Decline All: Decline all applicants in the current stage.

Adding a New Stage​

  • Navigate to Go To Applicants -> On the Stage section -> + AddNew Stage.

Login Page Login Page In this section, you can input the stage name and create a new stage for the applicant.

Adding New Stages​

  1. Click "Add New Stage" button
  2. Configure stage settings:
    • Stage Name - Descriptive title
    • Require Score? - Toggle to switch ON/OFF

Manage Individual Applicant Actions​

  • Navigate to Go To Applicants -> On Individual Applicant three-dot menu (⋮).

Login Page In this section, you can manage applicants individually

  • You will see actions such as:
    • ❌ Decline: Reject the applicant for the current stage.
    • ✉️ Send Invitation: Send an interview or assessment invitation to the applicant.
    • 👁️ View Application: Review the applicant’s submitted application details.
    • 👤 View Profile: View the applicant’s full profile and personal information.
    • 🔄 Move to Applicants: Return the applicant to the main applicants list or previous stage.
    • 🟦 Move to Offer: Move the applicant to the job offer stage.
    • 🟩 Move to Hired: Mark the applicant as hired and finalize their status.

Sending an Invitation​

  • Navigate to Go To Applicants -> On Individual Applicant three-dot menu (⋮) -> Send Invitation.

Login Page In this section, you can send an invitation to the applicant, along with an option to upload an attachment.

Types of Invitations​

  1. Normal Invitation
    • Sent without acceptance and without attachments.
    • The acceptance checkbox remains inactive (unchecked).
  2. Invitation with Acceptance
    • Sent with an acceptance option for the applicant to confirm.
    • The acceptance checkbox is activated (checked).
  3. Invitation with Attachment Only
    • Sent with necessary documents attached from the local device.
    • The acceptance checkbox is disabled (unchecked).
  4. Invitation with Attachment and Acceptance
    • Sent with both attachments (if required) and acceptance enabled.
    • Attach the necessary documents from the local device and activate the acceptance checkbox.

Viewing Application Details​

  • Navigate to Go To Applicants -> On Individual Applicant three-dot menu (⋮) -> View Application.

Login Page In this section, shows the applicant's details including their cover letter.

Profile Details​

  • Navigate to Go To Applicants -> On Individual Applicant three-dot menu (⋮) -> View Profile -> View Application History.

Login Page Login Page In this section, displays the applicant's personal information and you can view the application history of the applicant.

Tips​

  • Use “Add New Stage” to create custom hiring stages.
  • Always check the Total Applicants and AI Recommended indicators on top.
  • Click any applicant card to view full details and history.

Best Practices​

Stage Management​

  1. Custom Stage Creation

    • Create stages that match your hiring workflow
    • Use descriptive names for clear identification
    • Enable scoring for stages requiring evaluation metrics

  2. Workflow Optimization

    • Maintain consistent stage progression
    • Avoid creating too many stages (4-6 recommended)
    • Regularly review and update stage requirements

Applicant Handling​

  1. Timely Responses

    • Respond to applicants within 48-72 hours
    • Use bulk actions for efficient processing
    • Set clear expectations for each stage transition

  2. Communication Standards

    • Use appropriate invitation types for different purposes
    • Personalize invitations when possible
    • Maintain professional tone in all communications

  3. Data Management

    • Regularly update applicant status
    • Use search function for large applicant pools
    • Monitor AI recommendations for candidate matching

Invitation Best Practices​

  1. Attachment Guidelines

    • Keep attachment sizes reasonable
    • Use standard file formats (PDF, DOCX)
    • Ensure documents are professional and error-free

  2. Acceptance Requirements

    • Use acceptance for time-sensitive communications
    • Set clear deadlines for acceptances
    • Follow up on pending acceptances

Monitoring and Analytics​

  1. Performance Tracking

    • Monitor conversion rates between stages
    • Track time spent in each stage
    • Analyze decline reasons for process improvement

  2. AI Utilization

    • Pay attention to AI-recommended candidates
    • Use AI insights for better candidate matching
    • Combine AI recommendations with human judgment

Troubleshooting​

Common Issues​

Stage Management Problems:

  • "Cannot add new stage": Check user permissions
  • "Stage not saving": Verify all required fields are completed
  • "Stage name already exists": Use unique names for each stage

Applicant Movement Issues:

  • "Cannot move applicant": Verify applicant is not in final stage
  • "Bulk move failing": Check if all selected applicants are eligible
  • "Wrong stage assignment": Refresh page and verify current stage

Invitation Problems:

  • "Invitation not sending": Check internet connection and recipient email
  • "Attachment too large": Compress files or use cloud links
  • "Acceptance not working": Verify invitation type and settings

Display and Access Issues:

  • "Applicant cards not loading": Clear browser cache or refresh page
  • "Three-dot menu missing": Check user permissions for applicant management
  • "Profile not accessible": Verify applicant data completeness

Search and Filter Problems:

  • "Search not returning results": Check spelling and search criteria
  • "Filters not applying": Refresh page and reapply filters
  • "Missing applicants": Verify stage filters and applicant status

Technical Performance:

  • "Slow loading with many applicants": Use search and pagination features
  • "Button not responding": Try different browser or clear cache
  • "Data not syncing": Allow time for server updates

Need Assistance?​

  • Contact customer support
  • Refer to FAQs section for common questions
  • Contact system admin for technical issues