Submittal Workflow Basics

In this Article: 

The submittal workflow is a roadmap of the journey your candidate takes from applying to the job to hired or declined. There are several different options for you that we will cover in this article. 

 

submittal_workflow.png

 

Display Order - The order in which the statuses appear in the Status dropdown. This also determines the completion percentage

Name - The internal name for your status.

Manager View - If you do not have manager logins on your account, you can skip this column. If you do have manager logins on your account, then the Manager View toggle allows you to control which candidates the manager can see. If the candidate is in a status that has the Manager View on, the manager can view the candidate when logging in. If the candidate is in a status that has Manager View off, the manager can not see that candidate when logging in. This is a good way to hide declined candidates or candidates who have not been screened yet, allowing the manager to focus on the higher-quality candidates. 

Placement - Turn this on to designate a status for placed or hired for candidates

Decline - Turn this on to designate a status for declined candidates

Report Submittal - In BrightMove, sending a candidate profile to a manager to review is called a sendout. When you perform a sendout, the candidate status will be updated to whatever status you mark as Report Submittal. Only mark one status as Report Submittal for this function to work correctly. 

Report TTH - BrightMove has a smart report called the Time to Hire report. This report will calculate the time between the open date and placement or close date for the job. If you do not want a particular candidate status to count as part of your Time to Hire (TTH), turn off the Report TTH column. 

Quality - If you do not have Recruiter Analytics on your account, you can skip this column. If you do have Recruiter Analytics, there is a section for quality candidates. Mark a status or multiple statuses as Quality here to have them counted as a quality candidate in the Recruiter Analytics report. 

Candidate Template - If you have a Candidate Template assigned to this status, a blue checkmark will be displayed here. 

Manager Template - If you have a ManagerTemplate assigned to this status, a blue checkmark will be displayed here. 

Sourcer Template - If you have a SourcerTemplate assigned to this status, a blue checkmark will be displayed here. 

Sales Template  - If you have a Sales Template assigned to this status, a blue checkmark will be displayed here. 

Edit - allows you to Edit a status

Delete - allows you to Delete a status

In Use - If a status is currently in the defaults or has candidates assigned it, then instead of Delete, In Use will show. You are unable to delete a status that is In Use

 

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