Overview

The Events module features customizable stages that enable recruiters to define, track, and manage candidate progression through various steps of a recruitment event. This ability streamlines workflows, facilitates specific actions at each stage, and allows for the capture of detailed information, improving overall efficiency and candidate experience.

Event Stages provide a structured framework to categorize candidates based on their activity and status within a specific event. Unlike general activity-based views (for example, Registered, Attended), stages allow for custom workflows that align with your unique recruitment processes. For example, you can define stages such as ‘Shortlisted for Offer’ within an event.

Key capabilities

• Customized workflow control: Event-specific stages support complex workflows tailored to high-volume recruitment needs, offering flexibility beyond simple activity tracking.
• Improved candidate tracking: Candidates can be tracked precisely through each step, from initial registration to final decision-making, all directly within the event interface.
• Bulk and individual candidate movement: Candidates can be moved across stages individually or in bulk, accommodating both small and large-scale recruitment efforts.
• Information capture and context: You can capture comments and notes on candidates within the context of their current event stage. This includes placement notes, which can capture final details about a candidate's interview (for example, level, assigned recruiter) and be viewable by specific roles.
• Automation on stage advance: The system allows for automated actions to be triggered when a candidate reaches a particular stage. For example, scheduling interview requests automatically when a candidate moves to an "Interview" stage.

Work with Event Stages

Move candidates through stages

Advance a single candidate

1. From the event's candidate view or a candidate's profile within the event, you'll see an option to Advance Stage.
2. Select the desired next stage for the candidate.
3. If configured, a form will appear, prompting you to capture comments or disposition notes related to the stage transition.

Bulk advance candidates

1. You can select multiple candidates from an event view.
2. Use the bulk actions option to move them to a new stage simultaneously. This is particularly useful for high-volume events.

Capture placement notes

• When a candidate is moved to a "pre-offer" stage, specific placement details can be captured through a configured form.
• These placement details can be updated as the candidate progresses, for example, when they move from "pre-offer" to "offer".
• Placement notes are designed to be viewable by certain roles.

Tracking candidate activity and stages

• Candidate activity and stage progress are recorded as a log on the candidate's profile, like application logs. This provides a clear historical record of their progression within the event.
• Event views can be configured to include stages as filters and columns, allowing for quick insights into candidate statuses.