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Reasons Configuration

Harsh V
Updated

Table of Contents

As a recruiter, you might have to put a candidate on hold, reject their profile, or at times; you will have to close the job or even cancel hiring for the job. In all such scenarios, stating a reason for these will be easier for future reference.

These will further help you produce more accurate periodic reports on Sense TRM and derive insights from it.

★ Configure Reasons

To configure reasons On-hold, Rejection, Job Close, Job Cancellation, and Position Cancellation - reasons, follow the below steps:

  1. Navigate to Settings > General Configuration > Reasons Configuration.Screenshot_2023-02-03_at_4.16.18_PM.png

  2. Go to the required tab and click on Create New.

  3. Add a reason and click on Submit.

  4. These can be edited or deleted anytime from settings.

➥ Note: You cannot delete a reason if a candidate is already assigned to that particular reason. You'll need to remove the respective candidate from that reason or change their status to delete the reason.
Users can now DISABLE a rejection reason already in use (as the cause cannot be deleted). By doing so, the rejection reason will not be listed to use again.
Screenshot_2023-02-03_at_4.17.59_PM.png

★ On-Hold

When you are in the process of hiring, and you have a candidate(s) on a stage. Suppose you have decided to put the candidate on hold for this job; you may click the Pause button.

For the same,

  1. Navigate to any job.

  2. Go to Candidates and click on a candidate's name.

  3. Click on the Pause button to get a new pop-up window.
    Screenshot_2023-02-03_at_4.22.46_PM.png

  4. Choose a reason from the drop-down menu. All the reasons you have configured from the Reason Configuration will be listed here.mceclip0.png

  5. If you want to add a new reason, click +Create a new basis for on-hold. 
    Add a title and click on Add. These will be further added to the respective reason configuration in settings.

  6. Click on Put on hold to complete the process.

★ Rejection

When you are in the process of hiring, and you have a candidate(s) on a stage. Suppose you have decided to reject the candidate for the job; you may click on the Reject button.

For the same,

  1. Navigate to any job.
  2. Go to Candidates and click on a candidate's name.
  3. Click on the Reject button to get a new pop-up window.
    Screenshot_2023-02-03_at_4.24.54_PM.png
  4. Choose a reason from the drop-down menu. 
    All the reasons you have configured from the Reason Configuration will be listed here.
    Screenshot_2023-02-03_at_4.28.05_PM.png
  5. If you want to add a new reason, click on +Create a reason for on-hold. 
  6. Add a title and click on Add. These will be further added to the respective reason configuration in settings.
  7. Click on Reject to complete the process.

★ Job Close

Upon completing the hiring process for a job, the job can be closed on Sense TRM. You can also have a reason configured and used while closing a job.

For the same,

  1. Navigate to the job and click on more options.
    Screenshot_2023-02-03_at_4.31.48_PM.png

  2. Click on Mark as closed.

  3. You will be prompted on the details wherever the jobs are unpublished. 
    Review and click on Yes, and close this job.

  4. You'll be able to choose a reason for closing this job in the following pop-up window.
    mceclip1.png

  5. If you want to add a new reason, click on Add new reason. Add a title and click on Create.

  6. Click on Close this job to finish the process.

➥ Note: If you have any candidates active for this job, you will be prompted to send an automated email after job closure. It is optional, and you will not be prompted for the same if no active candidates exist. You also skip the step or proceed by clicking on Submit.
* The same applies to the scenario where you are canceling a job.

★ Job Cancellation

At times, you will be canceling a published job. It could be due to the requirement being already met, or the company has not decided to proceed with that job.

In either case, you can cancel a job and add a reason from the configured list from Sense TRM. For the same,

  1. Navigate to the job and click on more options.
    Screenshot_2023-02-03_at_4.31.48_PM.png

  2. Click on Cancel this job.

  3. You will be prompted on the details wherever the jobs are unpublished. Review and click on Yes. Cancel this job.

  4. You'll be able to choose a reason for closing this job in the following pop-up window.
    mceclip2.png

  5. If you want to add a new reason, click on Add new reason. 
    Add a title and click on Create.

  6. Click on Close this job to finish the process.

★ Position Cancellation

Suppose you want to cancel an open position from a job. In such a scenario, providing a reason for canceling the position is better. This can be helpful for future reference. For the same,

  1. Navigate to the Position Mapping section for the respective job.
    Screenshot_2023-02-03_at_4.37.35_PM.png
  2. Click on more options.
  3. Click on Cancel to cancel the position for the respective job.
  4. You will be prompted to confirm the action. Click on Yes to continue.
  5. In the following pop-up window, you can choose a reason for closing this job.
    mceclip3.png
  6. If you want to add a reason, click on Add new reason. 
  7. Add a title and click on Create.
  8. Click on Cancel Position to finish the process.

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