PeopleMatter: Administrators: How do I Require a Reason when Changing the Status of an Applicant/Candidate?

Within Units, the Applicant Flow Change Reason allows the Administrator to configure a setting that requires a reason when changing an applicant's or candidate's status. This is set by location rather than company-wide. A few items to note:

• Applicant Flow Change Reason is optional.
• If a company turns on Applicant Change Flow Reason for specific units, any time a manager changes the applicant's or candidate's status, they will be required to select a reason.
• Applicant Flow Change Reason is configured within each specific Unit.

To access Units at any time, follow this path: Settings → Select your organization → Company Settings/Units.  Within PeopleMatter, you may see Units listed as Locations or Stores. 

• Your list of Units will appear on the left. Click on the Unit you want to edit.
• Scroll to the bottom of the section called Applicant Flow Change Reason. 
• Check the checkbox to enable the setting.
• Click Save.
• Repeat this process for additional Units. 

When a manager makes a change to the applicant's or candidate's status, the manager will be prompted for a reason as shown here. The manager will enter a reason and click Add Reason to Notes to move forward.