You can use custom statuses to reflect your own workflow for Candidates, Contacts, Companies, and Jobs. Custom job and company statuses work in the same way as candidate and contact statuses, giving you more flexibility (for example, when a job is put on hold).
⚠ Important: Only admin users can configure custom statuses and change the default status.
Configure Custom Statuses for Jobs and Companies
The system includes default statuses for Jobs and Companies. If you do not want to use only these system statuses, you can create your own custom statuses.
📌 Note: You cannot delete or adjust the default system statuses, but you can change which status is set as the default.
Click Settings, then click Admin Settings.
Click Organizational Settings, then click the Status tab.
Click Create New Status in the top-right corner.
Enter the details for your new status, including the record type (such as Job or Company), then save.
To set a status as the default, tick the checkbox in the Default Status column for that status.
🤓 Tip: Create a custom Hold status for jobs that are temporarily paused so you can clearly see which jobs are on hold without closing the original open job.
Bulk Update Statuses
You can bulk update the status for Companies, Contacts, Candidates, and Jobs from the table view.
Open the relevant table, such as Jobs, Companies, Candidates, or Contacts.
Select the records you want to update.
Click Actions, then click Update Status.
Select the new status you want to apply.
Confirm the update to change the status for all selected records.
📌 Note: Bulk updating statuses is useful when many records move to the same stage at the same time.
Search Using Custom Statuses
Custom statuses are fully searchable so you can quickly find records in a specific stage of your process.
Use Quick Search to search by status name if you know the status you are looking for.
Use Advanced Search to filter by one or more statuses across Companies, Contacts, Candidates, or Jobs.
Review the search results list to see the current status for each record.
📌 Note: Using consistent status names makes it easier to filter and report on records later.
View and Update Job and Company Status
You can view and update the status of a Job or Company from several places in the system:
Job/Company profile.
Quick View.
Job/Company table.
To update the status from the profile or Quick View:
Open the Job or Company profile, or open its Quick View.
Click the pencil icon next to the current status.
Select the new status from the list.
Save or confirm the change.
To update the status from the table view:
Open the Jobs or Companies table.
Find the record you want to update.
Click into the Status field (or use the inline edit option, if available).
Select the new status to apply it to that record.
Happy Recruitment #TheVinnyWay🤩