In the APPLICATIONS view use the Completion Level filter to work with incomplete applications.
Locate all Incomplete Applications
- Use the Completion Level filters on the APPLICATIONS view to identify the inclusion of incomplete applications, or only incomplete applications.
Mass Changes to Completion Level - How to Set to Complete
- To make a mass change to the completion level of incomplete application(s), select the applicants by checking the box next to the applicant name. This will activate the mass action buttons.
- Select Set To Complete in the Completion Level section of the mass action menu.
- Confirm the choice to mark the application(s) as complete.
Individual Change to Completion Level - How to Complete Application
- To make an individual change to the completion level of the incomplete application, open the application and use the Complete Application tool.
Confirm the choice to mark the application as complete.
Individual Change to Completion Level - How to Set Application to Incomplete
- To make an individual change to the completion level of the submitted application, open the application and use the Set Application to Incomplete tool.
In the subsequent pop-up, click Send Email/Send SMS to set the application to incomplete and message the applicant with information to access and complete the application.
- Optional: Use a Communication Template to provide a custom message.
Please note:
- Incomplete applications will not be included in the default views or reports.
- Incomplete applications may be viewed by users, assigned to Assigned Users, sent messages, add Notes and Application Tags, as well as marked as Disqualify, Archive, and/or Never Hire.
- Incomplete applications cannot be assigned an Application Stage.
Activity
- The Activity tab will allow the user to see the history of activity for the application including the notation of setting the application to complete and/or incomplete.
