Overview
The Submittals tab provides a comprehensive view of all candidates submitted to a job. This article explains how to navigate the tab, understand key features, and move candidates through your workflow.
Navigating the Submittals Tab
Key Elements
Candidate Information
Candidate names appear with links to quickly access their profiles
5 Star Rank
Progress Tracking
Color-coded progress indicators with calculated percentages:
Red - Declined/rejected
Green - Placement confirmed
Blue - In progress
Status Information
Current candidate position in the submittal workflow
Placement start and end dates (when applicable)
Submittal creation date and creator
Type and date of the most recent submittal activity
Additional Features
Optional candidate ranking capability
More option menu containing:
Answer unanswered Basic Qualification (BQ) questions
Delete submittal option
Sortable and searchable columns for easy data management
Note: The fields listed in the submittals table are static and cannot be changed or hidden.
Batch Actions with "Choose Action for List"
The dropdown menu allows you to perform actions on multiple candidates simultaneously:
Mass status changes
Mass email and/or SMS (up to 100 candidates at once)
Send to Manager
Submit to another job
Add to a Folder
Moving Candidates Through the Workflow
Follow these steps to update a candidate's status in your pipeline:
Click the Add Activity button
Select the appropriate Submittal Status from the dropdown menu
Status colors provide visual cues:
Red - Declined
Green - Accepted
Blue - In-progress statuses
Look for email template icons - hover over any icon to view the template name that will be sent
Select a Submittal Activity for the chosen status
Choose activity dates:
Set start date
Set end date (if different from start date)
Note: An activity will be created for each day in the date range
Override communication templates (optional):
Check the box next to specific templates you wish to replace
Add comments if needed
Click Save to confirm the updated submittal status
Troubleshooting
Can't see all candidate information?
Ensure you have proper permissions for the job
Check if columns are hidden (right-click column headers to customize view)
Email templates not sending?
Verify templates are correctly assigned to the status
Check that the candidate has a valid email address