All about custom status for Job and Company in Vincere
You can set up custom statuses not only for Candidates and Contacts but also for Companies and Jobs. This feature operates similarly to candidate/contact statuses.
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Default System Statuses
If you don't want to use these system statuses, you can create your own custom statuses
Use Case for Custom Job Status 😉
A practical use case for custom job statuses is when a job is put on hold. By creating a Hold status, you can easily identify the current state of the original Open job.
⭕ How to create Custom Statuses?
Admins can configure custom statuses by following these steps:
Navigate to Settings
Go to Admin Settings
Select Organizational Settings
Choose the Status tab.
From here you can click on Create new Status button located on the top right of the screen to create your own one.
📝 Note:
You can not delete or adjust the default status
You can set up default status by ticking on the checkbox of the Default Status Column
⭕ Bulk Update Status
You can bulk update the status for Companies, Contacts, Candidates, and Jobs. Here’s how:
Select the records from the table view.
Click on Actions
Choose Update Status
⭕ Searchability
Custom statuses are searchable in both Quick Search and Advanced Search.
⭕ Viewing and Updating Status
The status of a Company or Job can be viewed and automatically/ manually updated from various places:
Company/Job Profile
Quick View
Company/Job Table
To update the status of Job and Company, please follow the steps below ⬇️
Go to the Company or Job's Profile or Quick View.
Click on the pencil icon next to the status.
Update the status.
Here's a quick visual guide:
Happy Recruitment #TheVinnyWay🤩