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Status Templates

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To Edit your Status Templates, you’ll want to choose the “Templates” section of the main menu. This will bring up the submenu of template types. Status templates will be the second section of the list. From here you can choose to create a new template or edit an existing one.

NOTE: All templates created or edited in any of these sections will be the new defaults going forward for any future Job Posts that are created. They will not retroactively/automatically change any existing settings inside your job posts.

When complete, be sure to choose the Save button at the bottom of the screen.

Create Custom

Choose the + Create Custom button next to the Statuses heading to begin creating your custom status. Inside are a simple set of steps.

  1. Assign when meeting is scheduled: If an applicant schedules a meeting with you, they will be assigned this status automatically. Can only be applied to one status at a time. Can only be used if you have the Generated calendar link enabled in your profile.
  2. Status Name: The display name of your Status. For internal use only.
  3. Status Type: When you choose this option you’ll be asked what type of status this is. This allows the system to pre-register certain fields to the email being sent along with the status. If no such action is desired, simply choose “Other” as your status type.
  4. Status Order: Choose where this Status should be ordered in the Status List
  5. Color: Choose an identifying color that will be shown after you select the Status for a candidate
  6. Email Template: Choose an existing email template that you’d like to associate with this status by default.

Edit

To edit your existing or custom templates, select the line from the list of templates below the header. To the right, you will see the template populate as well as the Edit and Delete buttons. Choose Edit to enter the editing program. The editing instructions are the same as for creating a new template.
NOTE: If an email is assigned to a Status, you can read but cannot edit the email content from this section. You must go to the Email Templates section to make changes.

  1. Assign when meeting is scheduled: If an applicant schedules a meeting with you, they will be assigned this status automatically. Can only be applied to one status at a time. Can only be used if you have the Generated calendar link enabled in your profile.
  2. Status Name: The display name of your Status. For internal use only.
  3. Status Type: When you choose this option you’ll be asked what type of status this is. This allows the system to pre-register certain fields to the email being sent along with the status. If no such action is desired, simply choose “Other” as your status type.
  4. Status Order: Choose where this Status should be ordered in the Status List
  5. Color: Choose an identifying color that will be shown after you select the Status for a candidate
  6. Email Template: Choose an existing email template that you’d like to associate with this status by default.
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