Run Multi-Stage and Open Rank Searches
This article explains how to run multi-stage searches, add requirements, and notify shortlisted applicants. It also covers open-rank searches with optional requirements. A common approach is to conduct a multi-stage search by narrowing the applicant pool and requesting additional materials, like confidential letters, from a select group
For example, in a search with 100 applicants, the committee may narrow it to a shortlist of 20 after the first review and request three additional confidential letters from the applicants on the shortlist. Document requirements will need updating, but rejected applicants shouldn't be notified of changes until after a hire is made.
These instructions apply if you have permission to create application statuses or if an Administrator has created the necessary Shortlist application statuses, which must first be created on the Administration page.
Best Practices
- Add or remove Committee Members at any stage of the search process for flexibility.
- Administrators should manage applicants' access to their application status consistently to maintain fairness.
- Use internal notes to document hiring best practices for Committee Members to enhance decision-making.
- In Open Rank Searches, consider setting optional requirements by adjusting the number of required documents to zero.
- Ensure that all applicants complete the full application prior to submission to ensure a smooth process.
Run Multi-Stage and Open Rank Searches
- Navigate to the Positions page and click the hyperlinked Name of the desired position to navigate to that position's page where you will Assign/Change the Application Status
You can Archive applicants who are not moving forward at this time. Archived applicants can only update their applications by specifically opening and entering their submitted application.
- Add additional required documents for the shortlisted applicants by selecting Position Actions > Edit Position.
Shortlisted applicants will see additional requirements upon signing into their accounts and can add materials or request more letters of recommendation.
- Select the Required Documents section on the right-hand side.
- Click +Add Requirement on the Required Documents page.
- Fill out the Add Document Requirement form.
- You can then edit or delete the requirement using the Pencil and “X” icons to the right of the requirement.
- You can then edit or delete the requirement using the Pencil and “X” icons to the right of the requirement.
- Click Save & Continue when finished.
To send an email to the short listed applicants, navigate back to the Positions page to Email Applicants.