Working with Incomplete Applications

Locate all Incomplete Applications

• Use the Completion Level filters on the APPLICATIONS view to identify the inclusion of incomplete applications, or only incomplete applications.

Mass Changes to Completion Level - How to Set to Complete

• To make a mass change to the completion level of incomplete application(s), select the applicants by checking the box next to the applicant name. This will activate the mass action buttons.

• Select Set To Complete in the Completion Level section of the mass action menu.

• Confirm the choice to mark the application(s) as complete.

Individual Change to Completion Level - How to Complete Application

• To make an individual change to the completion level of the incomplete application, open the Application Detail and use the Complete Application tool.

• Confirm the choice to mark the application as complete.

Individual Change to Completion Level - How to Set Application to Incomplete

• To make an individual change to the completion level of the submitted application, open the application and use the Set Application to Incomplete tool.

• In the subsequent pop-up, click Send Email/Send SMS to set the application to incomplete and message the applicant with information to access and complete the application.

  • Optional: Use a Communication Template to provide a custom message.

• Incomplete applications will not be included in the default views or reports. 

• Incomplete applications may be viewed by users, assigned to Assigned Users, sent messages, add Notes and Application Tags, as well as marked as Disqualify, Archive, and/or Never Hire. 

• Incomplete applications cannot be assigned an Application Stage.

Activity

• The Activity tab will allow the user to see the history of activity for the application including the notation of setting the application to complete and/or incomplete. 

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