Disclaimer: Archiving a Candidate’s Profile will move them out of the Dashboard view but their profile is still searchable and this does NOT delete their account. The Candidate can still login to this account. Archiving just hides the Candidate’s Profile from the dashboard view.
Here are some steps on how you can Archive a Candidate:
View your Dashboard.
Select a single or multiple Candidate profiles that you wish to Archive.
**Note: You can select multiple profiles at a time.
Now, locate and click on the “Update Status” button. Located below the “Add New Candidate +” button.
You should see a pop-up to update the status of the selected Candidates. Ensure that the accurate Candidate/s are listed.
Next, select the drop down tab and you should see the options “Active” and “Archived”. Select “Archived”.
This next drop down allows you to select the reason for archiving the Candidate/s.
Your options include:
Disengaged: is the case where the Candidate is no longer communicating and/or providing information in order to move forward
Duplicate: in the case when a Candidate creates a duplicate profile, in which you will Archive the Duplicate
Unqualified: in the circumstance where a Candidate just does not have the qualifications for a position and/or for any reason can NOT move forward in the onboarding process with this Candidate
Once you’ve selected your Reason for Archiving, Click Confirm.
Thats it!! Now the Candidate/s will be out of the Dashboard View.
You should receive a notification that indicates the change was successful. It should also include the amount of Candidates that have Successfully Changed!
For Example:
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If you have any trouble with performing this action, reach out to support at help@credexa.com or report a problem HERE.
If you need to Re-Activate a Candidate after Archiving, you can find those steps HERE.