Manage HR Statuses

Abstract

Product: Workbench

Relevant eLearning

Process

For information on HR Statuses, HR Status Actions, Restrictions, and Talent Gateway settings, see HR Statuses.

Add an HR Status

1. Select Tools → HR Statuses.

2. Select the Type of HR Status: Start, Intermediate, Final.

3. Identify the placement of the HR Status. This determines where the HR Status appears in the list of HR statuses.

4. Select a Category. The category masks the HR Status on the Talent Gateway when the candidate checks their job status. Also, the category is needed for visualization of candidate funnel within the BrassRing home page. The initial HR status of 0-Field is auto-mapped to the initial category of Applied.

5. Enter the name of the HR Status in the HR Status Name field. The plus + icon allows the entering of translations.

6. Use the Valid After section to select after which HR Statuses the HR Status appears.

7. Use the Next Status section to select which HR Statuses appear directly after the Start Status.

8. Select Save and Continue.

9. The Edit Applied screen appears. Configure the settings for each category listed on the left. The fields within the category are listed in the chart.

10. Configure the Actions, Restrictions, and Talent Gateway & AgencyManager settings. For more information, see HR Statuses.

11. Select Save.

View or Edit an HR Status

1. Select Tools → HR Statuses.

2. Select the name of the HR Status to view it.

3. Select the pencil icon for the HR Status you would like to edit.

4. Update the HR status and select Save.

Translate Status Names

1. Select Tools → HR Statuses.

2. Select Actions → Translate Status names

3. The list of all of the HR Statuses opens. Select the language for which you would like to translate the HR Statuses, by using the pull-down menu.

4. Translate the HR Statuses as needed and select Save.

Set HR Status Actions

1. Select Tools → HR Statuses.

2. Select Actions → Set HR Status Actions.

3. In the Set job submission withdrawal final status field, select the final HR Status a candidate should have when they withdraw from a position on the Talent Gateway.

4. In the field Set final status whose Action date initiates the trigger for Hired referral status, select the appropriate HR Status.

5. In the field Set days from Action date for the Hired referral status trigger to occur, enter the number of days from 0-365.

6. Select Save.

View or Edit HR Status Categories

Editing the Category Description updates what the default description is for that HR Status Category. These updates do not affect what candidates see on the Talent Gateway.

1. Select Tools → HR Statuses.

2. Select Actions → HR Status Categories.

3. Select the Edit category icon for the HR Status Category to edit. While editing the category, you can select the HR Statuses to be aligned under each category.

4. Select Save to save the changes.

Edit HR Status Categories for Talent Gateways

1. Select Tools → Talent Gateways.

2. Select the Edit Responsive Layout icon for the Talent Gateway to update.

3. Expand the Status Categories section by using the + icon.

4. Edit the description as needed and select Save.

Display job/referral status information

1. Select Tools → HR Statuses

2. Select the Edit Status icon for the HR status to update.

3. Select Talent Gateway & Agency Manager settings.

4. Select Display job/referral status information.

5. Select Save.

Inactivate or Export an HR Status

1. Select Tools → HR Statuses.

2. To inactvate an HR Status:

   1. Select the HR Status to Inactivate.

   2. Select Actions → Inactivate.

   3. Select Inactivate.

3. To export HR statuses to PDF or Excel:

   1. Select either Actions → Export to PDF, or Actions → Export to Excel depending on the export that is required.

   2. Enter a name in the Job Name field.

   3. Select Run.

   4. Select Tools → Task Manager to access the report.