Have you ever come across an applicant who might be an even better fit for a different role than the one they applied for? Or maybe you’d like to tuck them away in a category for future consideration. Our Move Applicants feature is here to help. Let’s walk through the process:

Moving or Copying an Applicant

1. Open the Job Listing:

   • Go to your Job Listings Grid and click on the Job Title for the position you’re working with.
     

2. View the Applicant’s Profile:

   • Find the applicant you want to move or copy, and click the View Applicant button next to their name. This will open their application.
     

3. Choose to Move or Copy the Applicant:

   • In the application viewer, look to the top-right corner and click on Move or Copy Applicant.
     

4. Select the New Position:

   • If you choose Move, a “Move Application” pop-up will appear:
     

     • Choose the Position: Use the job drop-down menu to pick the role or category to which you’d like to move the applicant. (Active jobs are in bold; inactive ones or categories are not bolded.)
     • Notify Managers (Optional): Check the box to Notify managers that this applicant has been moved if you want the hiring managers assigned to the new position to get a heads-up.
     • Finalize: Click Move Applicant to complete the transfer.
       
       
       

   • If you choose Copy, a “Copy Application” pop-up will appear:

     • Choose the Position: Use the drop-down to select the position or category to copy the applicant to.
     • Complete: Click Copy Application to finish the process.
       
       
       

What Happens Next?

Once the applicant is moved, they’ll be added to the new job listing or category you specified, ready for the next steps in their recruiting journey. You can now manage their application within the new position or category.

If you have any questions or run into issues along the way, feel free to reach out to our support team! We’re here to help you get the most out of your hiring process.