Overview
If your organization has been using Nimble for a while, it can be helpful to analyze the statuses that exist within the system and consider if they best reflect your hiring practices (you can view your exported pipeline data to see if any statuses are not being utilized). Doing this type of configuration audit ensures that Nimble is best supporting your needs.
For your reference, we have included typical applicant tracking workflows below for organizations that do and do not utilize a prescreening process (up to the point of offer accepted; excludes onboarding). However, you are welcome to customize your workflow to best meet your organization’s needs:
With prescreen | Without prescreen |
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In addition to outlining a comprehensive workflow, it is also important to establish what actions happen at each status, and by whom, and to align this across the organization. Having a shared understanding across your organization of what each status means helps candidates move quickly through your hiring process and supports standardized practices and clean data. A sample Roles and Responsibilities chart to help you establish these processes can be found here.
Renaming / repurposing a status
As you analyze your hiring workflow, you may come to find that there are underutilized statuses that can be renamed or repurposed to better meet your organization’s needs.
We recommend renaming and repurposing existing statuses, instead of deleting them, for a few reasons:
When you create an entirely new status, you will have to tag that new status on relevant existing job postings, a time-consuming process which could be avoided by repurposing an old status
If done improperly, deleting a currently used status can move candidates in bulk to a different, unintended status, likely causing confusion
Deleting a status cannot be undone
To rename and repurpose an existing status, navigate to the “Settings” page and click the “edit” icon next to the status to be reused. Update the name and then bulk move candidates into or out of the status as appropriate.
In some instances, you may prefer to delete a status entirely, rather than renaming and repurposing it. If you want to delete a status, read more here.