Applications- Kanban View
Kanban is a Japanese system of scheduling used in production and manufacture, and more recently in the west, software engineering. It shows individual units of work (in this case, applications), represented as cards, moving between stages of their lifecycle. This board gives you a clear top level view of the status of all applications currently in progress.
By default, applications move through some basic stages before progressing to acceptance/rejection:
- New Application
- Registered Interest
All grey (system) stages are fixed (but can be renamed), but all user created stages can be added and removed. At each stage, emails may be dispatched to the candidate to keep them informed of the state of their application. These stages and email triggers can be configured to suit your own processes and business needs.
When a job reaches the "Accepted" stage, this will be reflected in a role's application quota, if configured. For more information on quotas, please see configuring jobs.
Registered Interest Stage
This stage is specific to incoming enquiries from a role which has been marked as inactive (not live). This allows enquiries which may lead to future hires, even if the role is filled or on hold. For more information on marking jobs as live/inactive, please see configuring jobs.
Creating New Stages
Custom stages can be created from the Kanban View. To add a stage simply click the "Add Application Stage" button. The new stage will immediately appear in your Kanban view.
Stages can be amended via the small vertical ellipsis menu in their right hand corner. The edit stage dialog can be found by clicking "Edit Stage". From this dialog it is possible to change the name of the stage, or select whether the stage triggers a custom email to candidates. Within these custom email templates, key variables such as the candidate name and the title of the job being applied for can be selected, and added to the email content. Stages can also be moved left or right within your workflow.
Custom stages can be removed from your workflow, but only once they no longer contain any applications. If the "Remove Stage" button is greyed out, it may be because the stage still contains applications, which will need moving to avoid being orphaned from a stage.