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1. Archive applicant

Info

In some circumstances, an applicant cannot be archived (for example, if they have a pending offer)
When this applies, a prompt will be displayed to inform why the archive cannot be carried out

From applicant:

  • Click the drop-down option beside Active and select Archive/delete applicant

    Archive applicant - menu option.png
  • Select Archive Applicant and click Accept
    To generate a printable summary of the applicant journal content, tick Print journal entries before clicking Accept

    Archive applicant - select option.png
Tip

The Active icon on the applicant record will change (as shown in next step) plus a log of when the applicant was archived is added to the Activity Feed and applicant journal

2. Unarchive applicant

From applicant:

  • Click the icon beside Active and select Unarchive/delete applicant

    Archive applicant - unarchive option.png
  • Select Unarchive Applicant and click Accept

    Unarchive applicant.png
  • The applicant record is active again

    Unarchived applicant.png
Tip

The Active icon on the applicant record will change again plus a log of when the applicant was recovered from the archive is added to the Activity Feed and applicant journal

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