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Edit Statuses within Status Set

7 Applicant Status

7.3 Edit Statuses within Status Set

Context

Configure the status attributes either in Provisioning Applicant Status Configuration or in Admin Tools Applicant Status Configuration .

Procedure

1. Navigate to the applicant status configuration in Provisioning Applicant Status Configuration or Admin Tools Applicant Status Configuration and open the applicable status set.

2. For each status, click the status name or Take Action Edit to open the Application Status Settings window.

3. Set the options and complete fields. Not all options are equally applicable to all fields.

Table 9: Field Options in Applicant Status

Setting Name Descriptions Not Applicable To

status ID System-generated unique ID num­

ber; cannot be changed

SuccessFactors Recruiting Management Applicant Status

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Name of Status Unique name of status, defined in Provisioning Applicant Status Configuration Edit Base . Cannot be changed while editing the applicant status set. Can be changed in Provisioning in Edit Base but avoid changes if possi­ ble. If you must mak changes, pro­ ceed with caution.

Name of Status is used:

○ In Ad Hoc Reports —it can be saved as a filter or used by third parties who are integrat­ ing with Ad Hoc flat file ex­ ports.

○ By the SFAPI.

○ By the Requisition XML fea­ ture-permission.

Any changes to Name of Status should take into account these de­ pendencies.

Required When selected, place the candi­ date into this status before being placed into subsequent In-Prog­ ress statuses.

The candidate can be disqualified at any point, even if a specific In- Progress status is required. If a status is required, the ex­ pected behavior is:

On the application page in the ap­ plicant status dropdown, the sta­ tus is the last visible In-Progress status until placing the applicant there. After placing the applicant into this status, the subsequent statuses become visible, up through the next status marked “Required.”

On the application list page, if one or more applicants are selected and the recruiting user attempts to use Action Move to progress these applicants to a sta­ tus that one or more of the se­ lected applicants are not already in or past the Required status, the affected applicants appear grayed out and are not placed into the de­ sired status. ○ Forwarded ○ Invite to Apply ○ Auto Disqualified ○ Withdrawn by Candidate ○ Declined DPCS

○ Deleted on demand by Admin ○ Deleted on demand by Candi­

date

○ Requisition Closed

Internal Label How the Status column appears to internal recruiting users in all areas of the Recruiting tab Candidate Label This is how the contents of the

Status column appear to candi­ dates viewing their progress in the requisition table of the Careers

Job Management or external career site Jobs Applied tabs .

SuccessFactors Recruiting Management Applicant Status

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Next Step Text How the contents of the Next Step column appear to candidates viewing their progress in the requi­ sition table of the Careers Job Management or external ca­ reer site > Jobs Applied tabs. Options

Collect comment if this status is skipped

This option is grayed out if the sta­ tus is required; there is no way to skip the status.

If this option is selected, when the recruiting user progresses an ap­ plicant to a status beyond this one without first placing the applicant in this status, the recruiting user must add a free text comment to explain why they are bypassing this step.

There is no way to replace the free text comment with a predefined picklist of reasons, or add rich text editing, spellcheck, or a legal scan.

○ Forwarded ○ Invite to Apply ○ Auto Disqualified ○ Withdrawn by Candidate ○ Declined DPCS

○ Deleted on demand by Admin ○ Deleted on demand by Candi­

date

Enable this status for internal can­ didates

This option enables a status for only internal candidates. If it is se­ lected along with Enable this status for external candidates only the status is visible to both inter­ nal and external candidates. If nei­ ther option is selected, the status is disabled.

Applicant statuses cannot be de­ leted. Unselecting both Enable this status options disables a status, preventing recruiting users from seeing it in the pipeline or in any status dropdowns, and from plac­ ing applicants in the status. Before disabling a status, advise clients to run a report on all appli­ cants currently in the status, then move the applicants to another status. If a status is disabled while it contains applicants, the appli­ cants become inaccessible to re­ cruiting users in the user inter­ face, neither visible nor selectable. However, the requisition count of total applicants still includes appli­ cants in this disabled status; such applicants also remain reportable through Ad Hoc Reports.

○ Forwarded ○ Invite to Apply ○ Auto Disqualified ○ Withdrawn by Candidate ○ Declined DPCS

○ Deleted on demand by Admin ○ Deleted on demand by Candi­

date

Enable this status for external can­ didates

This option enables a status for only external candidates. If checked in combination with “En­ able this status for internal candi­ dates only” the status will be visi­ ble to both internal and external candidates. If neither box is checked, the status is disabled. Applicant statuses cannot be de­ leted. Unselecting both Enable this status options disables a status, preventing recruiting users from seeing it in the pipeline or any sta­ tus drop downs, and from placing applicants in the status.

○ Forwarded ○ Invite to Apply ○ Auto Disqualified ○ Withdrawn by Candidate ○ Declined DPCS

○ Deleted on demand by Admin ○ Deleted on demand by Candi­

date

SuccessFactors Recruiting Management Applicant Status

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Hireable Options ○ Hireable ○ Hired ○ None

If the client is using both Recruit­ ing Management and Employee Central, set these options on cer­ tain statuses to manage the trans­ fer of candidate data from RCM to EC. Candides with an approved Offer Approval in the Hireable sta­ tus appear in the Manage Pending Hires workflow. Designating a sta­ tus as Hireable creates an inter­ mediate step for review before the candidate moves to a Hired sta­ tus. ○ Forwarded ○ Invite to Apply ○ Auto Disqualified ○ Withdrawn by Candidate ○ Declined DPCS

○ Deleted on demand by Admin ○ Deleted on demand by Candi­

date

○ Requisition Closed

External Candidate Stores a selected e-mail template to be sent to external candidates whenever the applicant enters this status.

Do not send if agency candidate Select this option to prevent the system from sending e-mail to any external candidates currently owned by an agency.

Internal Candidate Stores a selected e-mail template to be sent to internal candidates whenever the applicant enters this status.

Internal Candidate’s Current Man­ ager

Stores a selected e-mail template to be sent to an internal candi­ date’s current manager whenever the applicant enters this status. Agency User Stores a selected e-mail template

to be sent to the agency user whenever the applicant enters this status. The agency user is either the user who submitted the candi­ date to the requisition, or the user who currently owns the candidate. This e-mail is sent only when the candidate is currently owned by an agency.

Job Req Originator Email Stores a selected e-mail template to be sent to the user who origi­ nated the requisition whenever the applicant enters this status.

Hiring Manager Email Stores a selected e-mail template to be sent to the user in this oper­ ator field whenever the applicant enters this status.

Recruiter Email Specifies that users associated with a given operator field (and, if applicable, users associated to the related team field) may move an applicant into this status. Sourcer Email

Coordinator Email Second Recruiter Email Vp of Staffing Email Hiring Manager Team Email Recruiter Team Email

Sourcer Team Email Specifies that users associated with a given operator field (and, if applicable, users associated to the related team field) may move an applicant into this status.

○ Forwarded ○ Invite to Apply ○ Auto Disqualified ○ Withdrawn by Candidate ○ Declined DPCS

○ Deleted on demand by Admin ○ Deleted on demand by Candi­

date

○ Requisition Closed Coordinator Team Email

Second Recruiter Team Email Vp of Staffing Team Email Baseline Team Email Selectable By

4. To configure a status as visible to only internal or external candidates, select the status set and the status within that set, then click either Enable this status for internal candidates or Enable this status for external candidates. Click both options to enable the status for both internal and external users.

Table 10: Status visibility settings

Hide the status from users who don’t have application status Visi­ ble To privilege

When enabled, if a user does not have Visible To permissions, the status is hidden in the pipeline. The applicant count for that status is also hidden for users without Visible To permissions. This set­ ting encompasses the Hide applicant count from users setting, and takes precedence if both are selected. ○ Forwarded ○ Invite to Apply ○ Auto Disqualified ○ Withdrawn by Candidate ○ Declined DPCS

○ Deleted on demand by Admin ○ Deleted on demand by Candi­

date

○ Requisition Closed

SuccessFactors Recruiting Management Applicant Status

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Hide the applicant count from users who don’t have applicant status Visible To privilege

When enabled, if a user does not have Visible To permissions, the applicant count for that status is hidden. The number of applicants in the hidden status is als osub­ tracted from the overall applicant count. Users can still see the sta­ tus. ○ Forwarded ○ Invite to Apply ○ Auto Disqualified ○ Withdrawn by Candidate ○ Declined DPCS

○ Deleted on demand by Admin ○ Deleted on demand by Candi­

date

○ Requisition Closed

5. Click Save.

Related Information

Employee Central (RCM to EC Integration) [page 415]

7.4 Reference the Applicant Status Set in the Requisition