Apply Status

What is an Apply Status

Apply statuses allow candidate advocates and recruiters to control better applicant flow from when job applicants first apply to the resolution on their application. 

Delivery and Follow-up Workflow

Once PivotCX Candidate Advocates have pre-screened a candidate, they deliver and assign them to a recruiter who follows up with them. The delivery card, pictured in green, includes:
  1. The applicant's qualification status
  2. How well a candidate matches the job requirements (star rating system)
  3. A conversation summary, including a completion timestamp, who completed the conversation and the summary recipient.
The “Delivered” status then triggers an email notification to the recruiter or hiring manager to review the conversation and continue interviewing the qualified and engaged job applicant.

A recruiter or hiring manager can update the Apply Status using one of the standard statuses or create custom statuses to track the candidate better. Some examples of custom statuses include: "Hired," "Interview Scheduled," and "Onboarding." Your team's creativity and workflow needs will guide what other statuses to have.

Built-in Statuses

Default Status Name
Event Generated
These cause our system to activate a specific workflow.
What event does
EngagedengagedChanges conversation status to engaged.
DisengageddisengagedChanges conversation status to disengaged.
deliveredChanges conversation status to delivered.
Interview Scheduledinterview scheduled
Information Missing

Not Qualifiednot qualified
Not Eligible for Hirenot eligible

Creating a Custom Status

To create a Custom Status, create a ticket. In the description, include the exact wording you want for your new Status, as well as whether it stands alone or is part of a sequence with other statuses. For example, if the status list included "New," "Engaged," and "Delivered" out-of-the-box, a team could request to add additional ones such as "Interview Scheduled," "Hired," and "Not qualified." The sequence then could go 
New -> Engaged -> Delivered -> Interview  Scheduled -> Hired. "Not Qualified," in contrast, could be inserted at different points in the flow so that each one can stand alone.

Changing Apply Status

To update a candidate's Status, go to the candidate's conversation, and on the candidate information panel, click on the Current Status and choose the appropriate update. 

Accessing Status Information

You can access the status information through the “Apply Status” filter under the Deliveries, Conversations, and Candidates tabs in the PivotCX dashboard.

Although candidates can have more than one application, the Status that shows up corresponds to their active apply.

In conclusion, Apply Status is a powerful way to manage candidates from the get-go. A team can create different statuses to suit their needs and update them as candidates flow through the hiring cycle.

Apply Statuses are one of the many ways PivotCX improves the recruiting experience by engaging job seekers when they apply and aiding recruiters connect with qualified candidates.

    • Related Articles

    • Importing Candidate Lists

      Importing a list of candidates from a previous or current ATS is easily done in PivotCX. We’ve created a 5 step process to help break it down. Importing candidates makes it easier than ever to start engaging with candidates as soon as possible. Here ...
    • Funnel Metrics (for Recruiting)

      Overview The funnel shows the flow of applicants to delivered, qualified candidates.  Use the funnel chart to visualize the flow of applicants to qualified candidates. Applies The number of applicants received by PivotCX from all sources. It is ...
    • What is an Active Apply

      An active apply is the position currently being screened with the candidate. If a candidate has applied for more than one position, all of the applies will appear in the candidate information panel under "Other Applications". Candidate Advocates will ...
    • What is a CDR

      Although chatbots are getting all the buzz in recruiting lately, we at PivotCX understand that they have limitations when developing a connection with job seekers. For this reason, we have enlisted Candidate Development Representatives (CDR) to be ...
    • Filtering the Candidates Tab in PivotCX

      PivotCX's Candidate tab provides a snapshot of your past candidates' contact information and info from the applications they have submitted for your jobs. One of the most powerful ways to leverage PivotCX is by creating remarketing blasts or ...