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Applicant Flow Change: How do I require a reason when changing the status of an Applicant/Candidate?

Nick -

Within Units, the Applicant Flow Change Reason allows the Administrator to configure a setting that requires a reason when changing an applicant's or candidate's status. This is set by location rather company wide. A few items to note:

  • Applicant Flow Change Reason is optional.
  • If a company turns on Applicant Change Flow Reason for specific units, any time a manager makes a change to the applicant's or candidate's status, the manager will be required to select a reason.
  • Applicant Flow Change Reason is configured within each specific Unit.

To access Units at any time, follow this path: Settings. Select your organization. → Company Settings/Units.  Within PeopleMatter, you may see Units listed as Locations or Stores.  

  • Your list of Units will appear on the left. Click on the Unit you want to edit.
  • Scroll to the bottom to the section called Applicant Flow Change Reason
  • Check the checkbox to enable the setting.
  • Click Save.
  • Repeat this process for additional Units. 

When a manager makes a change to the applicant's or candidate's status, the manager will be prompted for a reason as shown here. The manager will enter a reason and click Add Reason to Notes to move forward.